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Getting Started with TadHealth

This is your guide to start onboarding with TadHealth.

Written by Jareena

Getting Started Guide

Welcome to TadHealth! We are thrilled to start working with your organization. Please use this guide to start the onboarding process and getting started with your TadHealth implementation.

Key Players in Onboarding:

  • Implementation Leaders - The main point of contact for your organization. This individual oversees the overall success of the implementation and supports providers participating in the TadHealth platform.

  • Providers - All healthcare providers participating in TadHealth that will need access to the platform.

  • IT/Tech Team - The individual(s) that will be responsible for integrating your tech systems such as your SIS with our platform. These tasks include but are not limited to: SIS integration, SSO login, data import and exports, etc.

  • Authorized Official - This individual will be the designated signer for all onboarding documents as well as registration for an NPPES NPI Number and Availity.

  • TadHealth Team - This includes our Client Experience Specialists and Data Integration Team.

Support Resources:

Immediate Next Steps:

Required Onboarding Documents

  • Please complete this form which gathers important contact information to complete the necessary onboarding documents.

  • The following documents will be pre-filled by TadHealth then routed to your organization’s designated signer. Please review the description of each document to determine who the best individual would be to sign the forms.

    • Provider Participation Agreement (PPA): Your required agreement with the Department of Health Care Services (DHCS) to participate in CYBHI and bill for covered services. Your LEA’s Medi-cal Fee for Service enrollment occurs. once the PPA is completed. The PPA outlines provider responsibilities and authorizes payment for eligible services once approved.

      Note: In order to proceed with onboarding, this document must be signed first. Please review and sign at your earliest convenience.

    • DHCS Tri-Party Data Use Agreement (DUA): The first of two DUAs to be signed by your LEA, TadHealth, and DHCS. This DUA enables us to send basic student identifiers to DHCS in exchange for Medi-Cal eligibility and coverage data, used to confirm billing eligibility and outlines each party’s responsibilities for privacy and compliance.

    • Carelon Tri-Party Data Use Agreement (DUA): The second required DUA signed by Carelon in addition to your organization and TadHealth. Establishes the legal framework for your organization, providers, and TadHealth to securely share student services and claims data for CYBHI and outlines each party’s responsibilities for privacy and compliance.

    • PR Provider Form: A communication opt-in that authorizes Carelon to contact your organization and its providers with CYBHI news and updates. We pre-fill this form and send it to you for review. Once approved, your organization emails it directly to Carelon at [email protected].

    • Provider Connect: A required Carelon step that sets up a backup secure file transfer (SFTP) connection between your organization and Carelon. TadHealth maintains its own SFTP connection and sends files on your behalf, so this is simply a backup — signed after the PPA and both DUAs are complete.

Data Integration

  1. Import Provider and Site Location Information

    1. Please complete the Provider and Site Location template. Ensure a COPY of the template is made and renamed with your organization name included.

      1. Instructions are listed on the first tab for your reference.

      2. Provider Tab: Please include all providers that will be using the TadHealth platform to submit billable services. Only the green columns are needed to be completed by your organization.

        1. The Role Permissions can be added on at a later date once all providers are synced to our platform. However, please note in Column D if the user will need admin permissions such as managing billing setup and overseeing all providers.

      3. School Sites: Please include all individual school sites that will be using the TadHealth platform. Only the green columns are needed to be completed by your organization.

    2. You will be able to add more providers on an as needed basis.

    3. Email [email protected] with a link to your complete Provider & Site List

  2. There are 3 components to integrating your organization’s data with TadHealth:

    1. SSO (Single Sign On)

    2. SIS (Student Information System)

    3. Insurance Collection

In order to continue the Data Integration workflow, please refer to our Data Integrations Guide.

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