Organization to Individual Affiliations

Revised: July 24, 2023

Overview

An organization that wishes to affiliate with an individual provider to provide Minnesota Health Care Programs (MHCP) services will create an organization to individual affiliation request in the Minnesota Provider Screening and Enrollment (MPSE) portal. This is the type of affiliation that is requested most often.

Use these steps to request a new organization to individual affiliation or to update an existing individual affiliation:

· Steps to Add a New Organization to Individual Affiliation

· Steps to Update an Existing Organization to Individual Affiliation

An online video module is available to take you through the steps of requesting a new organization to individual affiliation for an already enrolled MHCP provider. It can be helpful to watch the video module first and then use the following steps to complete the process. Click Adding an Organization to Individual Provider Affiliation in MPSE (6 min., 3 sec.) to access the video.

An online video module is available to take you through the steps of requesting to update an existing organization to individual affiliation. It can be helpful to watch the video module first and then use the guide below to complete the process. Click Managing Existing Affiliations to an Individual Provider in MPSE (8 min., 34 sec.) to access the video module.

Steps to Add a New Organization to Individual Affiliation

1. When you log in to MPSE, the program will take you to the Manage Portfolio page. Click on the Manage Organization to Individual Affiliations button in the middle of the Manage Portfolio page of the MPSE portal.

2. Click Create a New Organization to Individual Affiliation at the bottom of the page.

3. In the Enrolled MHCP Provider Search section, enter the individual provider’s Social Security Number and Date of Birth. The NPI/UMPI field is optional, but entering the national provider identifier (NPI) or Unique Minnesota Provider Identifier (UMPI) can help narrow your search results.

4. Click Search.

5. There will now be three paths to choose from to complete your request:

· MPSE search contains results AND you only need to add the affiliation: Go to Add Organization to Individual Affiliation.

· MPSE search contains results AND you need to update the individual provider’s enrollment information, including addresses, services, and credentials, or you need to reinstate a record: Go to Manage Individual Provider Portfolio.

· MPSE search contains no results: Go to Create New Individual Profile Request.

Add Organization to Individual Affiliation

1. Click the Add Affiliation link in the User Actions column for the enrollment record you wish to add an affiliation to that came up in your search results.

2. Complete all fields with an asterisk (*) in the Manage New Organization to Individual Affiliation Information section. The End Date field is optional and should only be entered when you want to end the affiliation.

3. Complete the Attestation.

4. Click Submit Request.

5. Click Continue to return to the Manage Organization to Individual Affiliations page where additional affiliations can be updated or added as needed.

Manage Individual Provider Portfolio

1. Click the Manage Individual Provider Portfolio link in the User Actions column for the enrollment record you wish to add an affiliation to that came up in your search results.

2. Complete the Attestation and click Continue.

3. Click the Create a New Request button at the bottom of the Manage Affiliated Individual’s Portfolio page.

4. Enter a Request Effective Date and click Continue. Note that the answer to the question, “Is this a Revalidation Request?” should not be changed unless the provider is responding to a Revalidation Notice.

5. Complete the request by following the New Individual Provider Enrollers steps starting at Step 2.

Create New Individual Profile Request

1. Click the Create New Individual Profile Request button at the bottom of the Search for an MHCP-Enrolled Individual Provider page.

2. Complete the Attestation and click Continue.

3. Enter a Request Effective Date and click Continue. The answer to the question, “Is this a Revalidation Request?” should not be changed in this circumstance.

4. Complete the request by following the New Individual Provider Enrollers steps starting at Step 2.

Steps to Update an Existing Organization to Individual Affiliation

1. Click on the Manage Organization to Individual Affiliations button in the middle of the Manage Portfolio page of the MPSE portal.

2. Use the options in the Existing Organization to Individual Affiliation Search section to find individuals that are currently affiliated to your organization. Note that all fields in this section are optional. To find all individual providers who have ever had an affiliation with your organization, click Search without entering any search criteria.

3. Locate the individual you want to update your affiliation to.

4. There will now be two paths to choose from to complete your request:

· To end an existing affiliation: Go to End Existing Affiliation.

· To update an individual’s portfolio: Go to Update Individual’s Portfolio.

End Existing Affiliation

1. Click View/Edit in the Request Actions column of the individual provider.

2. Enter an End Date and click Submit Request.

3. Click Continue to return to the Manage Organization to Individual Affiliations page where additional affiliations can be updated or added as needed.

Update Individual’s Portfolio

1. Click Manage Individual Provider Portfolio in the Request Actions column of the individual provider.

2. Complete the Attestation and click Continue.

3. Complete the request by following the New Individual Provider Enrollers steps starting at Step 2.