DAFM-B 300: Worker Portal Inquiry Training

Worker Portal Inquiry Training

Course Description: This course provides an overview of Worker Portal and how it is used to access important information about individuals under guardianship.

Course Length: 1 Hour

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Course Content

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Welcome
Lesson 1: What is Worker Portal?
Lesson 2: Worker Portal Dashboard
Lesson 3: Accessing Guardianship Cases
Lesson 4: Case Mode & Case Actions
Lesson 5: Viewing Benefits Information
Lesson 6: Correspondences
Lesson 7: Viewing Currently Associated EDGs (Case Summary Screen)
Lesson 8: Current Enrollments
Lesson 9: Viewing Case Notes
Lesson 10: Accessing Case Information- The View Tab
Lesson 11: Disposition History & EDG Summary
Lesson 12: Patient Liability, Financial, Income, and Resource Summaries
5 Topics
Topic 1: Patient Liability Summary
Topic 2: Financial Summary
Topic 3: Income Summary
Topic 4: Resource Summary
Topic 5: Notice Reasons
Course Evaluation
Course Wrap Up