Introduction to UPI - Navigating the System

UPI is the system DSPD created for providers to access information about their payments, the people they serve, etc.  UPI also gives providers a way to submit information.

The main menu displayed on the upper left-hand side of the screen allows for navigating around the system.  

The person's name, along with their associated information, displayed in the upper right-hand corner of the screen shows which person the user selected from the Home screen.  The selected person directs the system to display information about them when certain menu choices (i.e. in the Consumer menu) or reports are launched.

The "Home" link:

It launches the screen where all of the people served by the provider and with whom the user has been associated in the provider's organizational structure built in UPI.  UPI is HIPAA compliant.  That compliance is enforced by requiring the provider to assign both the people they serve and their employees into the org structure.  Then, when an employee logs into UPI, they see only the people who they are associated with in the org.  Users who are designated as "Provider Administrators" can see all people the provider serves regardless of where they are plugged into the org structure.

The "Sign Out" link:

It logs the user out of UPI.

The "Consumer" link:

It offers a sub menu of screens and options driven by who the user selected on the Home screen.  The name of the currently selected person is always displayed in the upper right-hand corner of the browser.

The sub menu options are,

   a. The "Consumer Main" screen (which displays general demographic data about the person).

   b. The "Incident Report" screen (which displays all of the incident reports that belong to the person).  Only users who have the role for viewing incident reports can see this link in the menu.

   c. The "Request for Services" screen (which displays all of the requests created for the person by their support coordinator).  Only users who have the role for viewing requests can see this link in the menu.

   d. The "Request for Emergency Services" screen (which displays all of the emergency requests created for the person by their support coordinator).  Only users who have the role for viewing request can see this link in the menu.

   e. The "Approve 1056" screen (which displays all of the 1056's that have been and are yet to be reviewed and approved by the provider).  Only users who have the role for viewing incident reports can see this link in the menu.

The "Admin" link:

It offers a sub menu of screens and options that are generalized for all of the people the provider serves.  For example, the link for electronic payments is displayed in the sub menu.

   a. The "Provider Admin" screen (which displays the provider's organizational structure data, the means to assign people in services and employees to the org, etc.).  Only users who have the role for administering org structure can see this link in the menu.

   b. The "Incident Report" screen (which displays all of the provider's incident reports that are in progress or have been closed).  Only users who have the role for processing incident reports can see this link in the menu.

   c. The "Request for Services" screen (which displays the requests the support coordinator associated with the provider).  Only users who have the role for viewing requests can see this link in the menu.

   d. The "Emergency Request for Services" screen (which displays the emergency requests the support coordinator associated with the provider).  Only users who have the role for viewing emergency requests can see this link in the menu.

   e. The "Form 1056" screen (which displays all of the pending 1056's that need to be approved by the provider).  Only users who have the role for approving 1056's can see this link in the menu.

   f. The "Payments" screen (which offers the ability to submit and track pending payments).  Only users who have the role for submitting payments can view this link in the menu.

   g. The "Payment Search" screen (which offers the ability to search for payments that have been processed by CAPS).  Only users who have the role for viewing payments can see this link in the menu.

   h. The "520 Invoice" screen (which offers the ability to view the old electronic 520 invoice data).  Only users who have the role for viewing the 520 invoice can see this link in the menu.

The "Reports" link:

The "Report Portal" screen allows the user to launch any report their user role(s) allow them to see.

The "Help" link:

The link launches the Help Manual in a different panel / tab of the user's web browser.

The "Chat" link:

The link launches the chat feature in a different panel / tab of the user's web browser.