Medical Claims Electronic Data Transfer Reference Manual: Ministry of Health and Long-Term Care
Medical Claims Electronic Data Transfer Reference Manual: Ministry of Health and Long-Term Care
Medical Claims Electronic Data Transfer Reference Manual: Ministry of Health and Long-Term Care
Version 1.0
September 2012
Medical Claims Electronic Data Transfer Reference Manual Table of Contents
Table of Contents
1 Introduction ................................................................................................................ 10
Overview of the MC EDT Service .............................................................................. 10
MC EDT Web User Interface (Web Page) .............................................................. 10
MC EDT Web Service ............................................................................................. 10
MC EDT Report/File Types ..................................................................................... 11
File Types Available For Upload ............................................................................. 11
Reports/Files Available For Download .................................................................... 12
Cut-Off Date for MC EDT OHIP Claim Submission ................................................ 13
MC EDT Inquiries ................................................................................................... 14
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3.2.9 Health Care Provider Administration and MOHLTC Services ...................... 204
3.3.2 GO Secure Sign in ....................................................................................... 205
3.3.6 Designee Details.......................................................................................... 205
3.4.2 GO Secure Sign in ....................................................................................... 205
3.4.5 Designee Permissions ................................................................................. 205
4.1.3 Designee - GO Secure Register/Login - Start .............................................. 206
4.1.4 Designee - GO Secure Login - Registration Step 1 of 2 .............................. 206
4.1.5 Designee - GO Secure Login - Registration Step 1 of 2 ............................. 206
4.1.7 Designee - GO Secure Email Confirmation ................................................. 206
4.2.2 Designee- GO Secure Register/Login - Start ............................................... 206
4.2.3 Designee Enrolment .................................................................................... 206
4.2.9 Designee - GO Secure Login - Confirmation ............................................... 207
5.2.2 Upload ......................................................................................................... 207
5.3.8 Download ..................................................................................................... 207
6.1.2 Forget Password - Password Recovery – Enter ID...................................... 208
6.1.3 Forget Password - Password Recovery - Security Questions...................... 208
7.1.1 GO Secure Login ......................................................................................... 209
7.1.4 GO Secure Login - Your Profile ................................................................... 209
7.1.5 Security Information – Change Password .................................................... 210
7.1.6 Security Information - Security Qs and As ................................................... 210
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Section 1
Introduction
1
Medical Claims Electronic Data Transfer Reference Manual Introduction
Section 1
1 Introduction ................................................................................................................ 10
Overview of the MC EDT Service .............................................................................. 10
MC EDT Web User Interface (Web Page) .............................................................. 10
MC EDT Web Service ............................................................................................. 10
MC EDT Report/File Types ..................................................................................... 11
File Types Available For Upload ............................................................................. 11
Reports/Files Available For Download .................................................................... 12
Cut-Off Date for MC EDT OHIP Claim Submission ................................................ 13
MC EDT Inquiries ................................................................................................... 14
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Medical Claims Electronic Data Transfer Reference Manual Introduction
1 Introduction
This document replaces all prior documents relating to Electronic Data Transfer.
The Ministry of Health and Long-Term Care (MOHLTC) (referred to in this manual as
the ministry), Medical Claims Electronic Data Transfer (MC EDT) service is a secure
method of transferring electronic files to and from an authorized MC EDT user and the
ministry. It is compliant with the Government of Ontario Information Technology
Standards and the Personal Health Information and Protection Act for the handling of
personal health information.
The MC EDT service is available seven days a week on a 24 hour basis with the
exception of weekly scheduled system maintenance, Sunday mornings between the
hours of 1:00 am to 5:00 am and Wednesday mornings between the hours of 5:00
am to 8:00 am.
Note: Vendors must ensure that any automated MC EDT access is able to
accommodate a system’s non-response during these maintenance
periods.
The web page is a simple web user interface for health care providers that do not have
an automated system. This interface provides the basic upload and download functions
to submit and retrieve files one at a time.
It is best suited for users who do not have integrated billing software or Electronic
Medical Record (EMR) systems.
The web page is not intended for use with automated programs or scripts. Attempts to
automate web page functions are strongly discouraged since the user interface is
subject to change without notice and the ministry is unable to support applications that
are sensitive to the layout of MC EDT screens.
The web service is a web user interface that allows Electronic Medical Records (EMR)
systems or integrated billing software to provide automated interfaces to initiate multiple
concurrent uploads and downloads.
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Medical Claims Electronic Data Transfer Reference Manual Introduction
Specialized software will be required to use the web service. Contact your vendor and
refer to Section 8, Technical Specifications and Section 9, Conformance Testing.
The following report/file types for upload and download are used by both the MC
EDT Web Service and MC EDT Web Page.
The Technical Specifications Interface to Health Care Systems manual outlines the
way in which claim data must be formatted for the ministry to process and for the
receipt of claim files. Specifications are technical and are intended to be used by a
vendor or IT technical support to ensure the data coming to and from the ministry is
in a format the MC EDT service can receive/send. The manual is located on the
ministry’s website at:
http://www.health.gov.on.ca/english/providers/pub/ohip/tech_specific/tech_specific_
mn.html
The ministry recommends daily submission of claims which will ensure early
processing of medical claim files and quick return notification from the ministry of
any rejected claims. It is recommended that batches of medical claims be
maintained at a manageable size for your operation to ensure your ease in
reconciliation.
In accordance with the Health Insurance Act, all claims must be submitted within six
months of the date of service. Claims submitted more than six months following the
date of service must be submitted as a stale dated file. Single claims can be
submitted with other claim files but must be identified using the manual review
indicator. Supporting documentation must be faxed to your local claims services
processing office.
The Overnight Batch Eligibility Checking (OBEC) application is one of the methods
available to access the Health Card Validation (HCV) system. OBEC enables health
care providers to verify the eligibility/status of a patient’s health number/version code
before a health service is provided. Eligibility is verified against the ministry’s
database based on the date the file was submitted and a response file is returned to
the user the next business day. OBEC helps to reduce eligibility and version code
claim rejects. OBEC does not provide the correct health number or version code.
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http://www.health.gov.on.ca/english/providers/pub/ohip/ohipvalid_manual/ohipvalid_
manual.pdf
This report is only available to individual physicians within a Family Health Network
(FHN) or Family Health Organization (FHO) for reconciliation of their own claims.
This report notifies you if the ministry has rejected an entire claims file. It is normally
sent within a few hours of the claim file submission. This means the file has been
transferred correctly but the file does not meet current ministry technical
specifications.
This report is normally sent within 24 hours of the claim file submission. This is your
receipt that the ministry received your file; however, it does not guarantee payment
of the submitted claims. If claims are uploaded on a weekend, holiday or at month-
end, the Batch Edit Report is delivered on the next claims processing day.
5. Error Report
This report provides a list of rejected claims and the appropriate error codes for each
claim. It is normally sent within 48 hours of claim file submission. If claims are
uploaded on a weekend, holiday or at month-end, the Error Report is delivered at
the end of the next claims processing day.
This report provides a list of rejected claims and the appropriate error codes for each
claim. It is only available to physicians affiliated with a FHN or FHO.
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Overnight Batch Edit Checking (OBEC) files received by the ministry by 4:00 pm are
processed overnight and the Response Report is sent by 7:00 am the following
morning.
These reports are delivered to registered primary care physicians and groups within
the first week of the month. These reports include:
• Enrolment & Consent Outside Use Report (Patients with Signed Consent)
details outside use details for each physician within a specific primary care
group.
9. Governance Reports
The Academic Health Sciences Centre (AHSC) Governance Reports and the
Northern Specialist Alternate Payment Plan (NSAPP) Governance Reports are
generated monthly and sent to the user ID generated for the governance at time of
registration.
General Communication (GCM) files replace the current EDT Bulletin Board. These
files are communication specific to the MC EDT service (e.g. planned outage, claims
information). It is important to remember to review your downloaded files regularly
to ensure you do not miss important ministry communications with file type GCM. If
you have automated software you may want to discuss this with your vendor.
Files sent to you by the ministry will be available for download for up to six (6)
months from the date of creation. Files can be downloaded multiple times during
this period.
The ministry operates on a monthly billing cycle. Claims received by the 18th of the
month will typically be processed for payment by the 15th of the following month.
When the 18th falls on a weekend or holiday, the deadline will be extended to the
next business day. MC EDT claims received after the 18th will be processed for
payment on a best effort basis and may not be processed until the next billing cycle.
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MC EDT Inquiries
For inquiries regarding MC EDT information contained in this manual please contact
the Service Support Contact Centre (SSCC) at:
1-800 262-6524
The desk is staffed from 8:00 am until 5:00 pm, Monday to Friday and your inquiry
will be escalated to appropriate ministry staff. After business hours an answering
service is available and your call will be returned the following business day.
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Section 2
Registration Overview
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Medical Claims Electronic Data Transfer Reference Manual Registration Overview
Section 2
2 Registration Overview .............................................................................................. 167
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2 Registration Overview
In order to submit files using the Medical Claims Electronic Data Transfer (MC EDT)
service, health care providers must:
• Have an OHIP billing number. To register for an OHIP billing number select on
the following link to access the necessary form;
http://www.health.gov.on.ca/en/pro/forms/ohip_fm.aspx
• Receive a letter from the ministry which includes but is not limited to information
to register for a GO Secure account and enrol in ministry services;
• Optionally, designate individuals who act on your behalf to submit and retrieve
files to/from the ministry. Refer to Section 3.3.
TIPS
• All health care providers who register for or have a billing number are eligible for
access to the MC EDT and Health Card Validation services. Refer to Health Card
Validation Reference Manual for additional information on these services.
• To access the MC EDT service, all health care providers must register online for
a GO Secure account and enrol for MCEDT. This is a one time process.
• Health care providers must have a separate and unique email account to
register for a GO Secure account. Refer to Section 3.1.
• If the health care provider is an affiliate of a group and only bills under the group
billing number (and does not bill using an individual or solo billing number) they
are not required to set up an individual GO Secure account unless they require
access to group reports as a designee.
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• A designee must also register for their own GO Secure account. Designees
must have a separate and unique email account to register for a GO Secure
Account. Designees have access to authorized files but can not authorize other
designate accounts.
• Health care providers have the online ability on a self-service basis to:
Under The Personal Health Information and Protection Act (PHIPA) the health
information custodian (HIC) is responsible for the protection of personal information and
is accountable for anyone accessing that information. Only a health information
custodian may designate individuals (e.g. administrative staff; a Billing Agent; and/or
another Health Care Provider) to act on their behalf by granting permission to submit
files and/or to view reports from the ministry. It is the health care provider’s
responsibility to identify and authenticate those individuals they want to assign
designate accounts.
As per the online GO Secure Terms and Conditions and the MC EDT Acceptable Use
Policy, account information including the ID and password must not be shared. Refer to
Section 3.1 and 3.2 for detailed registration and enrolment procedures.
For inquiries regarding MC EDT information contained in this manual please contact the
Service Support Contact Centre (SSCC) at:
1-800 262-6524
The desk is staffed from 8:00 am until 5:00 pm, Monday to Friday and your inquiry
will be escalated to appropriate ministry staff. After business hours an answering
service is available and your call will be returned the following business day.
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Section 3
Health Care Provider GO Secure Registration
and MC EDT Enrolment Procedures
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Section 3
3 Health Care Provider GO Secure Registration and MC EDT Enrolment Procedures
Registration ............................................................................................................... 22
3.1 Health Care Provider GO Secure Registration ........................................................ 22
3.1.1 GO Secure Registration and MC EDT Enrolment Checklists ............................ 23
3.1.2 GO Secure Register/Login – Start .................................................................... 25
3.1.3 GO Secure – Basic Information ........................................................................ 27
3.1.4 GO Secure – Security Information .................................................................... 29
3.1.5 GO Secure – Terms and Conditions of Use ...................................................... 32
3.1.6 GO Secure – Registration Complete ................................................................. 33
3.1.7 Email for Registration Confirmation .................................................................. 34
3.1.8 GO Secure - Email Confirmation ....................................................................... 35
3.1.9 GO Secure - Email Confirmation Success ........................................................ 36
3.1.10 Account Locked .............................................................................................. 37
3.1.11 Cancel Confirm ............................................................................................... 38
3.2 MC EDT Enrolment ............................................................................................... 39
3.2.1 MC EDT Enrolment - Start ................................................................................ 39
3.2.2 New User .......................................................................................................... 40
3.2.3 New User – Unique IDs..................................................................................... 41
3.2.4 Migrating EDT User........................................................................................... 42
3.2.5 Migrating EDT User – Unique IDs ..................................................................... 43
3.2.6 Acceptable Use Policy ...................................................................................... 44
3.2.7 MC EDT Enrolment Confirmation ...................................................................... 45
3.2.8 GO Secure Login to Complete Confirmation ..................................................... 46
3.2.9 Health Care Provider Administration and MOHLTC Services ........................... 47
3.2.10 Cancel Confirmation........................................................................................ 49
3.3 Add Designee .......................................................................................................... 50
3.3.1 Add Designee Checklist .................................................................................... 50
3.3.2 GO Secure Sign in ............................................................................................ 52
3.3.3 Health Care Provider Administration and MOHLTC Services ........................... 53
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Data Transfer Reference Manual and Acceptance
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Data Transfer Reference Manual and Acceptance
This section is used by health care providers to register one-time only for a GO Secure
account using the following link:
https://www.edt.health.gov.on.ca
The following identifies various ways health care will use the GO Secure Login screen
throughout the process of the registration for your GO Secure account and the
enrolment and use of MC EDT:
• Use the MC EDT Web Page (refer to Section 5) or use the MC EDT Web
Service.
The following checklist provides a summary of steps required by the health care
provider to register for their GO Secure account and enrol for MC EDT.
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Reopen your Internet browser and use the copied link to navigate to the GO
Secure Login screen.
Reopen your Internet browser and use the copied link to navigate to the GO
Secure Login screen.
Confirm your email account by signing in with your GO Secure ID and password.
Refer to Section 3.1.8.
Logout and close your Internet browser. For email confirmation Refer to
Section 3.1.9.
Reopen your Internet browser and use the copied link from your ministry letter
to navigate to GO Secure Login screen.
Enrol for MC EDT by signing in with your GO Secure ID and password and use
the “Unique Identifiers” provided in the ministry letter. Refer to Section 3.2.1.
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Confirm the enrolment for MC EDT by selecting the text link indicated on the
screen to navigate to the GO Secure Login screen again.
At the health care provider “Administration and MOHLTC Services” screen the
health care provider has the following options. Refer to Section 3.2.9.
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INSTRUCTIONS:
Copy the following link from your ministry letter into your Internet browser to navigate to
the GO Secure Login screen:
https://www.edt.health.gov.on.ca
Already registered for a GO Secure Account and have to complete enrolment for MC
EDT services:
Copy the following link from your ministry letter into your Internet browser to navigate to
the GO Secure Login screen:
https://www.edt.health.gov.on.ca
• Select the “Sign In” button to navigate to the Identification screen. Refer to
Section 3.2.2.
Already registered for a GO Secure Account and enrolled for MC EDT services and
want to use the MC EDT service or maintain your designees or your GO Secure
Account:
Copy the following link into your Internet browser to navigate to the GO Secure Login
screen:
https://www.edt.health.gov.on.ca
• Select the “Sign In” button to navigate to the Administration and MOHLTC
Services screen. Refer to Section 3.2.9.
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TIPS
• If you have already created a GO Secure ID, but forgot your password, or want
to create a new password select the text, “Forget your ID or password?” to
navigate to the Password Recovery – Enter ID screen. Refer to Section 6.
• If you have already created a GO Secure ID, but forgot your GO Secure ID,
select the text, “Forget your ID or password?” to navigate to the Password
Recovery – Enter ID screen. Select the text, “Forgot your GO Secure ID”. Refer
to Section 6.
• Your password will expire in 120 days. You will receive an email eight (8) days in
advance advising you of the expiry date and includes a link for you to create a
new password. Refer to Section 6.
• After five (5) consecutive failed attempts, you will be locked out for 30 minutes.
Refer to Section 3.1.10.
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INSTRUCTIONS:
• The “Display Name” field is auto-populated with your first and last name.
• Select the “Next>“ button and you will be navigated to the second step of the
registration process, the Registration: Step 2 of 2 screen. Refer to Section 3.1.4.
OPTIONS:
• To cancel this activity, select the “Cancel” button and a “Cancel Confirm”
dialogue box will be displayed. Refer to Section 3.1.11.
OR
• You may overwrite the “Display Name” field to create a unique “Display Name”
which must have a minimum of four characters.
OR
• To read the authorization to collection personal information and the contact
information for questions about the collection of personal information, select the
“Notice of Collection” button at the top right hand side of the screen.
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TIPS:
• Registration for a GO Secure account is a one-time only process using your
email account as a GO Secure ID.
• Your email account must be unique for each registration if applicable. For
example:
• If you submit claims and receive reports as a solo provider then you must
register as a solo provider using a unique email account. Refer to Section 2
Registration.
• If you are the representative of a group and are registering the group, you
must use a separate and unique email account for the group registration.
Refer to Section 2 Registration.
• The “Email” field must not contain any of the following special characters:
Space “ ( ) , : ; < > & [ \ ]
• The “Display Name” is a standard field and is used for informational purposes
only.
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Note: The system will auto-populate the “GO Secure ID” field with the email
account that you keyed in the Registration: Step 1 of 2 screen.
INSTRUCTIONS:
• Create a “Password” that meets the password policy outlined on the right side of
the screen. Refer to TIPS on the following page for details.
• Select three different “Challenge Questions” and answer the three questions.
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• To continue with your registration, select the “Register” button and you will be
navigated to the GO Secure Login Terms and Conditions of Use screen. Refer to
Section 3.1.5.
OPTIONS:
• To cancel this activity, select the “Cancel” button and a “Cancel Confirm”
dialogue box will be displayed. Refer to Section 3.1.11.
OR
• To start over again at the previous screen, select the “Back” button. Refer to
Section 3.1.3.
OR
• You may overwrite the email account to create a unique “GO Secure ID” that
meets GO Secure ID policy. Refer to TIPS below.
TIPS:
• If you are not using the default “GO Secure ID” (your email account), then it
must:
• Be unique
• Contain eight (8) or more characters (letters, digits, and symbols and;
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• Your password will expire in 120 days. You will receive an email eight (8) days in
advance advising you of the expiry date and a link to create a new password.
Refer to Section 7.
• Keep a record of your challenge questions and answers. You will need to answer
these correctly when you change your password every 120 days.
• After five (5) consecutive failed attempts, to select and answer questions you will
be locked out for 30 minutes. Refer to Section 3.1.10.
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INSTRUCTIONS:
• To indicate that you read and agree to the terms and conditions of use, select the
“Accept” button. Refer to Section 3.1.6.
OPTIONS:
• To cancel this activity, select the “Cancel” button and a “Cancel Confirm”
dialogue box will be displayed. Refer to Section 3.1.11.
TIPS:
• You are responsible for password management and confidentiality of your GO
Secure ID and password.
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You have registered your GO Secure account. You must now confirm your email.
INSTRUCTIONS:
• To complete the registration process, reopen your Internet to check your email
with subject: “GO Secure Login Registration Confirmation”. Refer to Section
3.1.7.
TIPS:
• Confirm your email within the next seven (7) days of receiving the email, to
prevent your GO Secure ID from being deactivated.
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INSTRUCTIONS:
• To confirm your email, copy the link the email (as shown above) and close your
Internet browser.
• Open your Internet browser and use the copied link to navigate to the GO
Secure Login screen. Refer to Section 3.1.8.
OPTIONS:
• If you overwrote the system generated GO Secure ID (your email account)
and created your own unique GO Secure ID, you will receive a sample email
similar to the one above. Repeat the instruction above.
TIPS:
• Confirm your email within the next seven (7) days of receiving the email, to
prevent your GO Secure ID from being deactivated.
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INSTRUCTIONS:
• Select the “Sign In” button and you will be navigated to the GO Secure Login –
Email Validation screen. Refer to Section 3.1.9.
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Your email is confirmed and you have completed the registration for your GO
Secure account.
INSTRUCTIONS:
• Select the text “Logout” in the top right corner of the screen and a GO Secure
Login screen will be displayed.
• Do NOT use the GO Secure Login screen displayed after logging out.
• To enrol for MC EDT, open your Internet browser and use the link from your
ministry letter to navigate to the correct GO Secure Login screen. Refer to
Section 3.2.
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INSTRUCTIONS:
• After five (5) consecutive failed attempts to log on, you will be locked out for 30
minutes.
• If the problem appears to be with your password, select the text “password
recovery” and you will be navigated to the Password Recovery – Enter ID screen.
Refer to Section 6.1.2.
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INSTRUCTIONS:
• To cancel the activity you are doing, select the “OK” button and you will be
navigated to the GO Secure Login screen. Refer to Section 3.1.2.
OPTIONS:
• To return to the screen at which you selected cancel, select the “Cancel” button.
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This section is only used by the health care provider after completing the GO Secure
registration, and confirming their email.
To complete your MC EDT enrolment, copy the link from your ministry letter, into
your Internet browser to navigate to the GO Secure Login screen.
INSTRUCTIONS:
• Select the “Sign In” button to navigate to the Identification screen. Refer to
Section 3.2.2.
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INSTRUCTIONS:
• If you have never had an EDT account, select “New User” from the drop down
menu.
OPTIONS:
OR
• To cancel the activity, select the “Cancel” button to navigate to the Cancel
Confirmation screen. Refer to Section 3.2.10.
OR
• Select the text “Logout” in the top right corner of the screen to navigate to the GO
Secure Login screen. Close your Internet browser.
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INSTRUCTIONS:
OPTIONS
• To cancel this activity, select the “Cancel” button to navigate to the Cancel
Confirmation screen. Refer to Section 3.2.10.
OR
• Select the text “Logout” in the top right corner of the screen to navigate to the GO
Secure Login screen. Close your Internet browser.
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INSTRUCTIONS:
• If you have an existing EDT account, select “Migrating EDT User” from the
drop down menu.
OPTIONS:
• To cancel this activity, select the “Cancel” button to navigate to the Cancel
Confirmation screen. Refer to Section 3.2.10.
OR
• Select the text “Logout” in the top right corner of the screen to navigate to the GO
Secure Login screen. Close your Internet browser.
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INSTRUCTIONS:
OPTIONS
• To cancel this activity, select the “Cancel” button to navigate to the Cancel
Confirmation screen. Refer to Section 3.2.10.
OR
• Select the text “Logout” in the top right corner of the screen to navigate to the GO
Secure Login screen. Close your internet browser.
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INSTRUCTIONS:
• To indicate that you have read and agree to the Acceptable Use Policy, select
the “Accept” button to navigate to the Success screen. Refer to Section 3.2.7.
OPTIONS:
• If you do not want to enrol for MC EDT, select the “Do Not Accept” button to
navigate back to the Identification screen. Refer to Section 3.2.2 (New User) or
3.2.4 (Migrating EDT User).
OR
• Select the text “Logout” in the top right corner of the screen to navigate to the GO
Secure Login screen. Close your internet browser.
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TIPS:
• You are NOT enrolled in MC EDT unless you select the “Accept” button.
INSTRUCTIONS:
OPTIONS:
• Select the text “Logout” in the top right corner of the screen to navigate to the GO
Secure Login screen. Close your internet browser.
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INSTRUCTIONS:
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INSTRUCTIONS:
• Now that you completed the one-time process of registration and enrolment, in
the future you will use the link:
https://www.edt.health.gov.on.ca
to navigate to the GO Secure Login screen and sign in with your GO Secure ID
and password to navigate to the health care provider Administration and
MOHLTC Services screen.
The Administration and MOHLTC Services screen offers the health care provider
access to various functions:
• To use the MC EDT Web Page, select the text “MC EDT Service
(Upload/Download)”. Refer to Section 5.
OR
OR
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OR
OR
OR
• To maintain your GO Secure account, select the text “GO Secure Profile
(Change Password, Email, etc)”. Refer to Section 7.
OPTIONS:
• Select the text “Logout” in the top right corner of the screen to navigate to the GO
Secure Login screen. Close your internet browser.
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INSTRUCTIONS:
• To cancel this activity, select the “Confirm Cancel” button to navigate back to the
Identification screen. Refer to Section 3.2.2 (New User) or Section 3.2.4
(Migrating EDT User).
OPTIONS:
• To navigate back to the screen at which you selected cancel, select the “Resume
Process” button.
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This section can be used by the health care provider to OPTIONALLY add a
designee(s). You may designate individuals such as staff or billing agents, to act on
your behalf to submit and retrieve files to/from the ministry.
A designee must have their own GO Secure account and you must authorize
permissions for them to upload and download on your behalf.
The following checklist provides a summary of steps required by the health care
provider to use the OPTION to add a designee and authorize their permissions.
Ask your designee to provide you with their email address, to use to add them as
a designee.
From the Administration and MOHLTC Services screen, select text option
Designee Maintenance (Add, Remove, Update). Refer to Section 3.3.3.
At the Designated Accounts screen, select the “Add Designees” button to add the
designee. Refer to Section 3.3.4 to 3.3.9.
You have completed adding your designee. Your designee must accept the
designation and you must authorize their permissions in order for them to
use the MC EDT by completing the following steps.
Reopen your Internet browser and check your email with subject: “Designate
Shared Secret/Désignation d’un secret partagé” which includes the system
generated “shared secret” to provide to your designee to use. Refer to Section
3.3.10.
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Logout of your email and Close your Internet browser. If you are SHARING a
computer let your designee use the computer to check their email account to
retrieve email with subject “Access created/Accès créé”. This includes a link
for the designee to use to register for their own GO Secure account and use the
“shared secret” you provided for them to use to accept the designation. Refer to
Section 4.1.
If your designee has previously been designated by any health care
provider and already has a GO Secure account, they will receive the email with
the subject “Please Confirm Designated Access/S’il vous plaît confirmer
l’accès désigné”. This includes a link for the designee to use to accept the
designation.
Your designee will notify you that they have completed their registration and
acceptance. You must authorize permissions to your designee to access your
files and reports. Refer to Section 3.4.
Logout and close your Internet browser.
Reopen your Internet browser and check your email with subject “Designate has
confirmed access”. Refer to Section 3.4.
Copy the link in the email “Designate has confirmed access”.
Close your Internet browser.
Reopen your Internet browser and use the copied link to navigate to the GO
Secure Login screen. Refer to Section 3.4.1.
Sign in with your GO Secure ID and password to navigate to the Administration
and MOHLTC Services screen. Refer to Section 3.4.2.
From the Administration and MOHLTC Services screen, select option Designee
Maintenance (Add, Remove, Update). Refer to Section 3.4.3.
From the Designated Accounts screen, select the text MCEDT beside the
designee you want to authorize permissions for and navigate to the Designate
Permissions screen. Refer to Section 3.4.4.
From the Designate Permissions screen, select the specific files and reports you
want your designee to upload and download. Refer to Section 3.4.5 to 3.4.6.
You have completed authorizing permissions to your designee.
Logout now and close your Internet browser.
Notify your designee that you have authorized permissions to them (they can use
the link in their email subject “Access created/Accès créé”) to sign in at the GO
Secure Login screen to navigate to the designee Administration and MOHLTC
Services to upload and download your files. Refer to Section 5.
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INSTRUCTIONS:
• Select the “Sign In” button to navigate to the Administration and MOHLTC
Services screen. Refer to Section 3.3.3.
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INSTRUCTIONS:
• If this is the first time you are authorizing a designee, you are navigated to
the Designated Accounts screen. Refer to Section 3.3.4.
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INSTRUCTIONS:
• To add a designee, select “Add Designees” button or the text “Add Designees”
on the menu bar to navigate to the Designee Details screen. Refer to Section
3.3.6.
OPTIONS:
• To navigate back to the Administration and MOHLTC Services screen, select the
text “Return to Administration and MOHLTC Services” or the text “Main” on the
menu bar. Refer to Section 3.3.3.
OR
• Since this is your first time adding a designee there is no list of designees to
view. If you select text “Designated Accounts” on the menu bar, you will remain
on this screen.
OR
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• Select the text “Logout” in the top right corner of the screen to navigate to the GO
Secure Login screen. Close your Internet browser.
TIPS:
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INSTRUCTIONS:
• To add another designee, select “Add Designees” button or the text “Add
Designees” on the menu bar to navigate to the Designee Details screen. Refer
to Section 3.3.6.
OPTIONS:
• To navigate back to the Administration and MOHLTC Services screen, select the
text “Return to Administration and MOHLTC Services” or the text “Main” on the
menu bar. Refer to Section 3.3.3.
OR
• Select text “Designated Accounts” on the menu bar and you will remain on this
screen.
OR
• Select the text “Logout” in the top right corner of the screen to navigate to the GO
Secure Login screen. Close your Internet browser.
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INSTRUCTIONS:
• To add your designee, key in the first and last name of the individual you want to
designate.
• If this is the first time the designee has been authorized, you are navigated
to the Designee Details – Success screen. Refer to Section 3.3.8.
OPTIONS:
• To cancel this activity, select the “Cancel” to navigate back to the Designated
Accounts screen. Refer to Section 3.3.4 or 3.3.5.
OR
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• To navigate back to the Administration and MOHLTC Services screen, select the
text “Main” on the menu bar. Refer to Section 3.3.3.
OR
• To view your list of designees, select text “Designated Accounts” on the menu
bar to navigate back to the Designated Accounts screen. Refer to Section 3.3.4
or 3.3.5.
OR
• Select text “Add Designees” on the menu bar and you will remain on this screen.
OR
• Select the text “Logout” in the top right corner of the screen to navigate to the GO
Secure Login screen. Close your Internet browser.
TIPS:
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In this example, the designee you have added has already previously been designated.
An individual may be a designee to multiple health care providers.
INSTRUCTIONS:
• To accept this individual as your designee, select text “Confirm this Designation”
to navigate to the Designee Details Confirmation screen. Refer to Section 3.3.8.
OPTIONS:
• If you do not want this individual to be your designee, select the text “Cancel” to
navigate back to the Designated Accounts screen. Refer to Section 3.3.4 or
3.3.5.
OR
• Select the text “Logout” in the top right corner of the screen to navigate to the GO
Secure Login screen. Close your Internet browser.
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Your designee has been added. Your designee must accept the designation and
you must authorize their permissions in order for them to use MC EDT.
Both you and your designee will receive an email with further instructions.
Check your email after you have completed Section 3.3.8 and 3.3.9. Then advise
your designee that they will also be receiving a system generated email.
INSTRUCTIONS:
• View the list of your designees by selecting the “Designated Accounts” button or
the text “Designated Accounts” on the menu bar to navigate to the Designated
Accounts screen. Refer to Section 3.3.9.
OPTIONS:
• Select the text “Logout” in the top right corner of the screen to navigate to the GO
Secure Login screen. Close your Internet browser.
TIPS:
• You will receive an email with the subject, “Designate Shared Secret”. Refer to
Section 3.3.10 that contains the system generated “shared secret” that you must
provide to your designee which they require to accept your designation.
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• Advise your designee that they will receive an email (with the subject, “Access
created/Accès créé”) with instructions to register for a GO Secure account and
accept your designation using the system generated “shared secret” within the
next seven (7) calendar days. The detailed procedures for your designee to use
are listed in Section 4.
• If the designee has been previously designated by any health care provider and
has registered for a GO Secure account they will receive the email (with the
subject “Please Confirm Designated Access/S’il vous plaît confirmer l’accès
désigné”). This includes a link for the designee to use to accept the designation.
They do not require a “shared secret”.
• You may need to remind your designee to accept the designation using the link
in the email sent to their account.
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INSTRUCTIONS:
• To add another designee, select “Add Designees” button or the text “Add
Designees” on the menu bar to navigate to the Designee Details screen. Refer
to Section 3.3.6.
Note: If you are SHARING a computer, your designee will not be allowed to
register and accept your designation if you are signed into MC EDT.
• If you are finished adding a designee(s) and are SHARING a computer with your
designee, you must select text “Logout” in the top right corner of the screen to
navigate to the GO Secure Login screen. Close your Internet browser to allow
the designee to complete their registration and acceptance of the designation.
• The designee must use the link in their email with subject “Access
created/Accès créé”, to navigate to a GO Secure Login screen. Refer to
Section 4.
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• Provide your designee with the system generated “shared secret” that is
displayed on this screen or that is also in the email you receive. Refer to Section
3.1.10.
OR
• To navigate back to the Administration and MOHLTC Services screen, select the
text “Return to Administration and MOHLTC Services” near the bottom of the
screen. Refer to Section 3.3.3.
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Hello,
Your designee Anne Nicole Gilbert has been asked to confirm your
designation. To do this they will require the following shared secret
(PIN):
2X4v5a
Please remind them that the shared secret will expire after 7 days. If
it is allowed to expire you will be required to generate a new shared
secret in the Designee Management page.
Thank you.
INSTRUCTIONS:
• Your designee will receive an email with a link to use to register for their own GO
Secure account, if they do not already have one.
• If your designee already has a GO Secure account they can sign in with their GO
Secure ID and password and are being designated for the first time they will use
the “shared secret” to accept your designation. If they have been previously
designated, they do not require the “shared secret”. The detailed procedures for
your designee are listed in Section 3.4.
• Your designee will notify you once they have registered for their own GO Secure
account and accepted the designation. You will then authorize their permissions
to access your files to upload and download. Refer to Section 3.4.
TIPS:
• If the “shared secret” has expired you can regenerate a new “shared secret”.
Refer to Section 3.4.8.
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This section is used by the health care provider to add, change or remove
permissions for their designees or to add another designee(s) or remove designee(s).
Once your designee has created a GO Secure account and has accepted your
designation you will receive an email with the subject “Designate has confirmed
access”. Refer to Section 3.4.1.
You may now authorize permissions for this designee to upload and download your
files using the MC EDT service.
From: GOSecure
Date: Wednesday, July 31, 2012 at 3:41 PM
Subject: Designate has confirmed access
To: [email protected]
Hello,
Thank you.
INSTRUCTIONS:
• Reopen your Internet browser and use the copied link to navigate to the GO
Secure Login screen. Refer to Section 3.4.2.
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INSTRUCTIONS:
• Key in your GO Secure ID and password and select “Sign In” button to navigate
to the Administration and MOHLTC Services page. Refer to Section 3.4.3.
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INSTRUCTIONS:
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INSTRUCTIONS:
OPTIONS
OR
• To remove the designee from your list of designees, select the text “Revoke” in
the corresponding “Revoke Designation” column to navigate to the Designee
Details screen. Refer to Section 3.4.9.
OR
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• To return to the Administration and MOHLTC Services screen, select text “Return
to Administration and MOHLTC Services” or the text Main” on the menu bar.
Refer to Section 3.4.3.
OR
• Select text “Designated Accounts” on the menu bar and you will remain on this
screen.
OR
• To add another designee, select the “Add Designees” button or the text “Add
Designees” on the menu bar to navigate to the Designee Details screen. Refer
to Section 3.3.6.
OR
• Select text “Logout” in the top right corner of the screen to navigate to the GO
Secure Login screen. Close your Internet browser.
TIPS:
• In this example, the health care provider has three designees. The first two
designees have not completed their acceptance. The last designee has
completed the acceptance and the column “Service Access” has the text
“MCEDT”.
• You cannot select text, “Not yet confirmed” in the “Service Access” column. You
may need to remind your designee to accept the designation. The designee must
first register for a GO Secure account to accept your designation.
• After a designee has accepted your designation, the text “Not yet confirmed” will
change to a text “MC EDT” and you will receive an email notification. Refer to
Section 3.4.1.
• A designee can only be revoked when the text “Revoke” is displayed in the
“Revoke Designation” column.
• Right and left arrows are displayed on the bottom of the screen to move up or
down through a large list of designees.
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INSTRUCTIONS:
• To authorize permissions to upload all files and download all reports, select
the “Select All” button;
• To remove permissions to upload all files and download all reports, select the
“Remove All” button;
• To grant access permissions to select specific files and/or reports, select only
the specific files and/or reports.
• Save the permissions you have authorized, select the “Save” button. Refer to
Section 3.4.6.
Note: Depending on the screen resolution or the browser, the “Save” button
may be not be visible. Use the side bar to drag the section of the
screen to display the “Save” button.
OPTIONS:
• If you do NOT want to save the permissions granted to the designee, select the
Return to: “Designated Accounts” button or the text “Designated Accounts on the
menu bar and you will be navigated to the Designated Accounts screen. Refer to
Section 3.4.4.
OR
• Select text “Logout” in the top right corner of the screen and you will be navigated
to the GO Secure Login screen. Close your Internet browser.
TIPS:
• If you are a health care provider with more than one billing number, the Billing
Number field will have a drop down list to select which billing number to authorize
permissions to.
• The display of available MC EDT files and MC EDT reports is derived from the
type of health care provider and their associated billing number.
• Select the information icon and additional text information is displayed about
the option item selected:
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INSTRUCTIONS:
OPTIONS:
• Select text “Logout” in the top right corner of the screen and you will be navigated
to the GO Secure Login screen. Close your Internet browser.
TIPS:
• The confirmation message is displayed in blue text at the bottom of the screen
confirming the designee is authorized to access the checked files and reports.
• If you want to make a change, you must select the “Return to Designated
Accounts” button to reselect that designee and modify the permissions assigned.
Refer to Section 3.4.4.
• If you have more than one billing number, select the Return to “Designated
Accounts” button to return to the Designated Accounts screen with a list of our
designees. Select the designee to authorize permissions to and then select your
other billing number to authorize that designee access the files and reports that
correspond to that billing number.
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INSTRUCTIONS:
• To regenerate the “shared secret”, select the “Confirm” button and you will be
navigated to the Designated Accounts screen. Refer to Section 3.4.8.
OPTIONS:
• To cancel this activity, select the “Cancel” button to navigate to the Designated
Accounts screen. Refer to Section 3.4.4.
OR
• To return to the Administration and MOHLTC Services screen, select text “Main”.
Refer to Section 3.4.3.
OR
• To view your list of designees, select text “Designated Accounts” on the menu
bar to navigate to the Designated Accounts screen. Refer to Section 3.4.4.
OR
• To add designees, select text “Add Designees” on the menu bar to navigate to
the Designee Details screen. Refer to Section 3.3.6.
OR
• Select text “Logout” in the top right corner of the screen to navigate to the GO
Secure Login screen. Close your Internet browser.
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Provide your designee with the new “shared secret” displayed on the
“Designated Accounts” screen.
INSTRUCTIONS:
• The designee will have previously received an email with subject “Access
created/Accès créé”. This includes a specific link for the designee to use to
accept your designation and use the new “shared secret”. Advise your
designee to refer to Section 4.2.
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OPTIONS:
• To add another designee, select the “Add Designees” button or the text “Add
Designees” on the menu bar to navigate to Designee Details screen. Refer to
Section 3.3.6.
OR
• To return to the Administration and MOHLTC Services screen, select text “Return
to Administration and MOHLTC Services” or the text “Main” on the menu bar.
Refer to Section 3.4.3.
OR
• To view your list of designees, select text “Designated Accounts” on the menu
bar to navigate to the Designated Accounts screen. Refer to Section 3.4.4.
OR
• Select text “Logout” in the top right corner of the screen to navigate to the GO
Secure Login screen. Close your Internet browser.
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INSTRUCTIONS:
• To remove the designee from your designated accounts list, select the “Confirm”
button. Refer to Section 3.4.10.
OPTIONS:
• To cancel this activity, select the “Cancel” button to navigate to the Designated
Accounts screen. Refer to Section 3.4.4.
OR
• To return to the Administration and MOHLTC Services screen, select text “Main”
on the menu bar. Refer to Section 3.4.3.
OR
• To view your list of designees, select text “Designated Accounts” on the menu
bar to navigate to the Designated Accounts screen. Refer to Section 3.4.4.
OR
• To add another designee, select text “Add Designees” on the menu bar to
navigate to Designee Details screen. Refer to Section 3.3.6.
OR
• Select text “Logout” in the top right corner of the screen to navigate to the GO
Secure Login screen. Close your Internet browser.
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The selected designee is removed from your list of designees and can not access
your files or reports.
OPTIONS:
• To add another designee, select the “Add Designees” button or the text “Add
Designees” on the menu bar to navigate to Designee Details screen. Refer to
Section 3.3.6.
OR
• To return to the Administration and MOHLTC Services screen, select text “Return
to Administration and MOHLTC Services” near the bottom of the screen or the
text “Main” on the menu bar to navigate to the Administration and MOHLTC
Services screen. Refer to Section 3.4.3.
OR
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• To view your list of designees, select text “Designated Accounts” on the menu
bar to navigate to the Designated Accounts screen. Refer to Section 3.4.4.
OR
• Select text “Logout” in the top right corner of the screen to navigate to the GO
Secure Login screen. Close your Internet browser.
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Section 4
Health Designee Registration and
Acceptance of Designation
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Section 4
4 Designee Registration and Acceptance ..................................................................... 80
4.1 Designee GO Secure Registration .......................................................................... 82
4.1.1 GO Secure Registration and Acceptance of Designation Checklist .................. 83
4.1.2 Designation Email Confirmation ........................................................................ 86
4.1.3 GO Secure Register/Login - Start ..................................................................... 91
4.1.4 GO Secure – Basic Information ........................................................................ 93
4.1.5 GO Secure – Security Information .................................................................... 95
4.1.6 GO Secure – Terms and Conditions of Use ...................................................... 98
4.1.7 GO Secure – Registration Complete ................................................................. 99
4.1.8 Email for Registration Confirmation ................................................................ 100
4.1.9 GO Secure – Email Confirmation .................................................................... 102
4.1.10 GO Secure - Email Confirmation Success .................................................... 103
4.1.11 Account Locked ............................................................................................ 104
4.1.12 Cancel Confirm ............................................................................................. 105
4.2 Designee Accepts Authorization ........................................................................... 106
4.2.1 Designation Email Confirmation ...................................................................... 106
4.2.2 Designee GO Secure Sign In .......................................................................... 110
4.2.3 Designee Keys Shared Secret ........................................................................ 111
4.2.4 Accept/Reject Designation .............................................................................. 113
4.2.5 Reject Designation Confirmation ..................................................................... 114
4.2.6 Reject Designation Confirmation ..................................................................... 115
4.2.7 Acceptable Use Policy .................................................................................... 116
4.2.8 Designee Confirmation.................................................................................... 118
4.2.9. Designee GO Secure Login - Confirmation .................................................... 120
4.2.10 Designee Administration and MOHLTC Services ......................................... 121
4.2.11 Cancel Confirmation...................................................................................... 122
4.2.12 Cancel Confirmation - Cancelled .................................................................. 123
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This section is used by designees to register one time only for a GO Secure account
by using the link provided in their email with subject “Access created/Accès créé”.
The GO Secure Login screen has multiple uses depending on whether you are
registering as a health care provider or a designee. The following identifies various
ways health care providers or designees may use the GO Secure Login screen:
For Designees:
• Use the MC EDT Web Page or the MC EDT Web Service. Refer to Section 5.
The following checklist is provided to assist the designee to register for their GO Secure
account and accept the health care provider’s designation.
Subsequently the designee will use the “Administration and MOHLTC Services” options
page to use the MC EDT web page or maintain their GO Secure account.
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Note: You will be required to open and close your Internet browser several times
during the process of registering for the GO Secure account and accepting
your health care provider’s designation. You cannot have other Internet items
open at the same time.
Your health care provider will advise you they are adding you as a designee and will
ask you for your email.
Your health care provider will advise you when they have completed their process of
“Adding a Designee” and to check your email.
Open your Internet browser and check your email with subject: “Access
created/Accès créé” to accept designation. Refer to Section 4.1.2.
Logout of your email and close your Internet browser by selecting the in the
upper right corner of the screen..
Reopen your browser and use the copied link to navigate to the GO Secure Login
screen;
Reopen your Internet browser and check your email with subject: “GO Secure
Login – Registration Confirmation” requesting email confirmation. Refer to
Section 4.1.8.
Copy the link in the email “GO Secure Login – Registration Confirmation”.
Reopen your Internet browser and use the copied link to navigate to the GO Secure
Login screen.
At the GO Secure Login Screen, key in your GO Secure ID and password and Sign
In and confirm your registration. Refer to Section 4.1.9 to 4.1.10.
Your registration for GO Secure is complete, now you must accept the
designation.
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Reopen your browser and copy the link from previous email with subject “Access
created/Accès créé”.
Reopen your browser and use the copied link to navigate to the GO Secure Login
screen. Refer to Section 4.2.1.
If you have never previously been added as a designee, obtain and use the
“shared secret” from the health care provider. Refer to Section 4.2.3. If you have
been previously added as a designee, you will NOT require the “shared secret”.
Refer to Section 4.2.4.
Accept the Acceptable Use Policy for Electronic Business Services and navigate to
the Success screen. Refer to Section 4.2.7.
At the Success screen (refer to Section 4.2.8) there will be displayed a link/URL to
bookmark or save as a favourite:
https://www.edt.health.gov.on.ca
After you have created your bookmark/favourite, logout and close your Internet
browser.
Reopen your Internet browser and use the link/URL you bookmarked for MC EDT to
navigate to the GO Secure Login screen.
At the GO Secure Login Screen, key in your GO Secure ID and password and Sign
In to navigate to the designee Administration and MOHLTC Services screen, Refer
to Section 4.2.9.
At the designee Administration and MOHLTC Services screen, logout and close
your Internet browser (Refer to Section 4.2.10).
Notify your health care provider that you have completed the registration and
acceptance. Your health care provider will receive an email to authorize your
permissions. (Health care provider refers to Section 3.4.1).
Wait for the health care provider to notify you that you have been authorized
permissions to upload and download their files and reports.
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To use the MC EDT service, use your bookmark, to navigate to the GO Secure
Login screen.
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From: GOSecure
To: Anne Nicole Gilbert <[email protected]>
Sent: Tuesday, July 31, 2012 2:41:22 PM
Subject: Access created/Accès créé
Hello,
A health care provider (First name Last name [email protected]) has designated
MOHLTC online access to you.
Select the link below to navigate to the GO Secure Login screen and sign in with
your GO Secure ID and password and confirm the designation.
Select the below link to navigate to the GO Secure Login screen, and select the
"Register Now" button to create your account.
The health care provider has been provided a shared secret (PIN) that you will
require to confirm your identity.
To accept this designation and confirm your identity you must respond using the link
below, within seven calendar days. If you fail to respond within seven days your
shared secret will expire.
If you are sharing a computer, the health care provider must first log out of
their GO Secure Internet session before you use the link below.
Refer to the Medical Claims Electronic Data Transfer (MC EDT) Reference Manual
for detailed procedures.
Thank you.
Bonjour,
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Choisissez le lien ci-après pour aller à la page GO Secure Login. Appuyez sur le
bouton dinscription pour créer votre compte.
Le fournisseur de soins de santé a reçu un secret partagé (NIP) dont vous aurez
besoin pour confirmer votre identité.
Pour accepter cette désignation et confirmer votre identité, vous devez cliquer sur le
lien ci-après dans un délai de 7 jours civils. Si vous ne confirmez pas votre identité
dans les 7 jours suivants, votre secret partagé expirera.
<LINK>
Merci.
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If you have been previously added as a designee, you do not need to obtain a
“shared secret” from the health care provider designating you.
Hello,
A health care provider (First name Last name [email protected]) has designated
MOHLTC online access to you.
Select the link below to navigate to the GO Secure Login screen and sign in with
your GO Secure ID and password and confirm the designation.
Select the below link to navigate to the GO Secure Login screen, and select the
"Register Now" button to create your account.
The health care provider has been provided a shared secret (PIN) that you will
require to confirm your identity.
To accept this designation and confirm your identity you must respond using the link
below, within seven calendar days. If you fail to respond within seven days your
shared secret will expire.
If you are sharing a computer, the health care provider must first log out of
their GO Secure Internet session before you use the link below.
Refer to the Medical Claims Electronic Data Transfer (MC EDT) Reference Manual
for detailed procedures.
Thank you.
Bonjour,
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Ce fournisseur de services de santé a reçu un secret partagé (NIP) dont vous aurez
besoin pour confirmer votre identité.
Pour accepter cette désignation et confirmer votre identité, vous devez répondre en
suivant le lien ci-dessous dans un délai de 7 jours civils. Si vous ne répondez pas
dans ce délai, votre secret partagé expirera.
<LINK>
Merci
INSTRUCTIONS:
• If you are SHARING a computer, the health care provider must logout of GO
Secure/MCEDT and close the Internet browser.
• If you have never previously been added as a designee, obtain the “shared
secret” from the health care provider designating you. Open your Internet
browser and check for your email subject “Access created/Accès créé”. Copy
the link from your email “Access created/Accès créé”.
OR
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• Reopen your Internet browser and use the copied link to navigate to the GO
Secure Login screen. Refer to Section 4.1.3.
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INSTRUCTIONS:
OR
Already registered for a GO Secure Account and are a first time designee:
• Select the “Sign In” button to navigate to the Designee Enrolment Screen. Refer
to Section 4.2.
OR
Already registered for a GO Secure Account and have been previously designated:
• Select the “Sign In” button to navigate to the Designee Acceptance Screen.
Refer to Section 4.2.
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TIPS:
• If you have already created a GO Secure ID, but forgot your password, select
the text, “Forget your ID or password?” to navigate to the Password Recovery –
Enter ID screen. Refer to Section 6.
• If you have already created a GO Secure ID, but forgot your GO Secure ID,
select the text, “Forget your ID or password?” to navigate to the Password
Recovery – Enter ID screen. Select the text, “Forgot your GO Secure ID”. Refer
to Section 6.
• Your password will expire in 120 days. You will receive an email eight (8) days in
advance advising you of the expiry date and includes a link for you to create a
new password. Refer to Section 7.
• After five consecutive failed attempts, you will be locked out for 30 minutes.
Refer to Section 4.1.11.
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INSTRUCTIONS:
• The “Display Name” field is auto-populated with your first and last name.
• Select the “Next>“ button and you will be navigated to the second step of the
registration process, the Registration: Step 2 of 2 screen. Refer to Section 4.1.5.
OPTIONS:
• To cancel this activity, select the “Cancel” button and a “Cancel Confirm”
dialogue box will be displayed. Refer to Section 4.1.12.
OR
• You may overwrite the “Display Name” field to create a unique “Display Name”
which must have a minimum of four characters.
OR
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TIPS:
• Registration for a GO Secure account is a one time only process using your
email account as a GO Secure ID.
• The “Email” field must not contain any of the following special characters:
Space “ ( ) , : ; < > & [ \ ]
• The “Display Name” is a standard field and is used for informational purposes
only.
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Note: The system will auto-populate the “GO Secure ID” field with the email
account that you keyed in the Registration: Step 1 of 2 screen.
INSTRUCTIONS:
• Create a “Password” that meets the password policy outlined on the right side of
the screen. Refer to TIPS on the following page for details.
• Select three different “Challenge Questions” and answer the three questions.
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• To continue with your registration, select the “Register” button and you will be
navigated to the GO Secure Login Terms and Conditions of Use screen. Refer to
Section 4.1.6.
OPTIONS:
• To cancel this activity, select the “Cancel” button and a “Cancel Confirm”
dialogue box will be displayed. Refer to Section 4.1.12.
OR
• To start over again at the previous screen, select the “Back” button. Refer to
Section 4.1.4.
OR
• You may overwrite the email account to create a unique “GO Secure ID” that
meets GO Secure ID policy. Refer to TIPS below.
TIPS:
• If you are not using the default “GO Secure ID” (your email account), then it
must:
• Contain eight (8) or more characters (letters, digits, and symbols. and
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• Your password will expiry in 120 days. You will receive an email eight (8) days in
advance advising you of the expiry date and a link to create a new password.
Refer to Section 6.
• Keep a record of your challenge questions and answers. You will need to answer
these correctly when you change your password every 120 days.
• After five (5) consecutive failed attempts, to select and answer questions you will
be locked out for 30 minutes. Refer to Section 4.1.11.
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INSTRUCTIONS:
• To indicate that you read and agree to the terms and conditions of use, select the
“Accept” button. Refer to Section 4.1.7.
OPTIONS:
• To cancel this activity, select the “Cancel” button and a “Cancel Confirm”
dialogue box will be displayed. Refer to Section 4.1.12.
TIPS:
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You have registered your GO Secure account. You must now confirm your email.
INSTRUCTIONS:
• Reopen your Internet browser and check your email with the subject “GO Secure
Login Registration Confirmation” to complete the registration process. Refer
to Section 4.1.8.
TIPS:
• Confirm your email within the next seven (7) days of receiving the email, to
prevent your GO Secure ID from being deactivated.
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Thank you.
INSTRUCTIONS:
• To confirm your email, copy the link in the email “GO Secure Login -
Registration Confirmation”.
• Reopen your Internet browser and use the copied link to navigate to the GO
Secure Login screen. Refer to Section 4.1.9.
OPTIONS:
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Thank you.
INSTRUCTIONS:
• To confirm your email, copy the link in the email “GO Secure Login - Registration
Confirmation”
• Reopen your Internet browser and use the copied link to navigate to the GO
Secure Login screen. Refer to Section 4.1.9.
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INSTRUCTIONS:
• Select the “Sign In” button and you will be navigated to the GO Secure Login –
Email Validation screen. Refer to Section 4.1.10.
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INSTRUCTIONS:
• Select the text “Logout” in the top right corner of the screen and the GO Secure
Login screen will be displayed.
• Do NOT use the GO Secure Login screen displayed after logging out.
• Reopen your Internet browser and check your previous email subject “Access
created/Accès créé”.
• Reopen your Internet browser and use the copied link to navigate to the GO
Secure Login screen to accept the designation. Refer to Section 4.2.
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INSTRUCTIONS:
• After five (5) consecutive failed attempts to log on, you will be locked out for 30
minutes.
• If the problem appears to be with your password, select the text “password
recovery” and you will be navigated to the Password Recovery – Enter ID screen.
Refer to Section 6.
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INSTRUCTIONS:
• To cancel the activity you are doing, select the “OK” button and you will be
navigated to the GO Secure Login screen. Refer to Section 4.1.3.
OPTIONS:
• To return to the screen at which you selected cancel, select the “Cancel” button.
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From: GOSecure
To: Anne Nicole Gilbert <[email protected]>
Sent: Tuesday, July 31, 2012 2:41:22 PM
Subject: Access created/Accès créé
Hello,
A health care provider (First name Last name [email protected]) has designated
MOHLTC online access to you.
If you have a GO Secure account:
Select the link below to navigate to the GO Secure Login screen and sign in with
your GO Secure ID and password and confirm the designation.
If you do not have a GO Secure account:
Select the below link to navigate to the GO Secure Login screen, and select the
"Register Now" button to create your account.
The health care provider has been provided a shared secret (PIN) that you will
require to confirm your identity.
To accept this designation and confirm your identity you must respond using the link
below, within seven calendar days. If you fail to respond within seven days your
shared secret will expire.
If you are sharing a computer, the health care provider must first log out of
their GO Secure Internet session before you use the link below.
< LINK >
Refer to the Medical Claims Electronic Data Transfer (MC EDT) Reference Manual
for detailed procedures.
Thank you.
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Bonjour,
Choisissez le lien ci-après pour aller à la page GO Secure Login. Appuyez sur le
bouton dinscription pour créer votre compte.
Le fournisseur de soins de santé a reçu un secret partagé (NIP) dont vous aurez
besoin pour confirmer votre identité.
Pour accepter cette désignation et confirmer votre identité, vous devez cliquer sur le
lien ci-après dans un délai de 7 jours civils. Si vous ne confirmez pas votre identité
dans les 7 jours suivants, votre secret partagé expirera.
<LINK>
Merci.
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If you have been previously added as a designee, you do not need to obtain a
“shared secret” from the health care provider.
Hello,
A health care provider (First name Last name [email protected]) has designated
MOHLTC online access to you.
Select the link below to navigate to the GO Secure Login screen and sign in with
your GO Secure ID and password and confirm the designation.
Select the below link to navigate to the GO Secure Login screen, and select the
"Register Now" button to create your account.
The health care provider has been provided a shared secret (PIN) that you will
require to confirm your identity.
To accept this designation and confirm your identity you must respond using the link
below, within seven calendar days. If you fail to respond within seven days your
shared secret will expire.
If you are sharing a computer, the health care provider must first log out of
their GO Secure Internet session before you use the link below.
Refer to the Medical Claims Electronic Data Transfer (MC EDT) Reference Manual
for detailed procedures.
Thank you.
Bonjour,
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Ce fournisseur de services de santé a reçu un secret partagé (NIP) dont vous aurez
besoin pour confirmer votre identité.
Pour accepter cette désignation et confirmer votre identité, vous devez répondre en
suivant le lien ci-dessous dans un délai de 7 jours civils. Si vous ne répondez pas
dans ce délai, votre secret partagé expirera.
<LINK>
Merci.
INSTRUCTIONS:
• If you are SHARING a computer, the health care provider must logout of GO
Secure/MCEDT and close the Internet browser.
• If you have never previously been added as a designee. copy the link from
your email “Access created/Accès créé”.
OR
• Reopen your Internet browser and use the copied link to navigate to the GO
Secure Login screen. Refer to Section 4.1.3.
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INSTRUCTIONS:
If you have never previously been added as a designee, refer to Section 4.2.3.
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INSTRUCTIONS:
• To continue with this activity, select the “Continue” button to navigate to the
Acceptable Use Policy for Access to Electronic Business Services screen. Refer
to Section 4.2.7.
OPTIONS:
• To cancel with this activity, select the “Cancel” button to navigate to the Cancel
Confirmation screen. Refer to Section 4.2.11.
OR
• Select text “Logout” in the top right corner of the screen to navigate to the GO
Secure Login screen. Close your Internet browser.
TIPS:
• The “shared secret” is provided to you by the health care provider who is
authorizing you as a designee.
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• The “shared secret” is effective for seven (7) calendar days. If the “shared
secret” is incorrect or has expired, contact the health care provider and request it
to be regenerated.
• After five (5) consecutive failed attempts you will be locked out for 30 minutes
after which you may try again.
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This screen will be displayed if you have been previously added as a designee.
INSTRUCTIONS:
• To accept the health care provider’s designation, select the “Accept” button to
navigate to the Use Policy for Access to Electronic Business Services screen.
Refer to Section 4.2.7.
OR
• To decline the health care provider’s designation, select the “Reject” button.
Refer to Section 4.2.5.
OPTIONS:
• Select text “Logout” on the Menu Bar or in the top right corner of the screen to
navigate to the GO Secure Login screen. Close your Internet browser.
TIPS:
• You can only accept or reject one health care provider at a time.
• When you reject a designation, your name will be removed from the health care
provider’s list of designees
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In this example the designee opted to reject one of the health care providers.
INSTRUCTIONS:
• To accept the remaining health care provider’s designation, select the “Accept”
button to navigate to the Acceptable Use Policy screen. Refer to Section 4.2.7.
OR
• To decline the remaining health care provider’s designation, select the “Reject”
button. Refer to Section 4.2.6
OPTIONS:
• Select text “Logout” on the Menu Bar or in the top right corner of the screen to
navigate to the GO Secure Login screen. Close your Internet browser.
TIPS:
• You can only accept or reject one health care provider at a time.
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In this example the designee has rejected the remaining health care provider.
INSTRUCTIONS:
• To navigate to the Administration and MOHLTC Services screen, select the text
“Return to Administration and MOHLTC Services”. Refer to Section 4.2.10.
OPTIONS:
• Select text “Logout” on the Menu Bar or in the top right corner of the screen to
navigate to the GO Secure Login screen. Close your Internet browser.
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INSTRUCTIONS:
• To indicate that you have read and agree to the Acceptable Use Policy, select
the “Accept” button to navigate to the Success screen. Refer to Section 4.2.8.
OPTIONS:
• If you do not want to accept the designation to use MC EDT, select the “Do Not
Accept” button to navigate back to the Cancel Confirmation screen. Refer to
Section 4.2.11.
OR
• Select the text “Logout” in the top right corner of the screen to navigate to the GO
Secure Login screen. Close your Internet browser.
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TIPS:
• If you select the “Do Not Accept” button, your acceptance of the designation is
incomplete.
• If you select the “Accept” button, the system will send an email to the health care
provider that you have accepted the designation and will include instructions to
the health care provider to authorize your permissions to submit and download
files and reports.
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You are successful in accepting the designation, now you must complete the
confirmation.
INSTRUCTIONS:
• It is recommended that you bookmark the following web link/URL for future use
https://www.edt.health.gov.on.ca
• Add the “Success” screen to your Bookmarks (or Favorite depends on your
browser);
• Then left-click with your mouse on “Add to Favorites” to display the “Add A
Favorite” screen (depends on your browser);
• At the “Name” field you may change the displayed name to “MC EDT”, then
select the “Add” button;
• Left-click with your mouse on the “Favorites” (or your browser’s bookmark)
again to display your list of favorites;
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• Locate and right-click with your mouse on “Properties” (or Edit depends on
your browser) to display the properties screen;
• Select the “Apply” button, the select the OK button (or Save depending on
browser).
• Reopen your browser and select your bookmarked web link/URL for MC EDT to
be navigated to the GO Secure Login screen. Refer to Section 4.2.9.
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INSTRUCTIONS:
• Select the “Sign In” button to navigate to the designee Administration and
MOHLTC Services screen. Refer to Section 4.2.10.
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At this point, you cannot use the MC EDT Service until the health care provider
authorizes permissions for you.
INSTRUCTIONS:
• Select text “Logout” in the top right corner of the screen to navigate to the GO
Secure Login screen.
• Notify your health care provider that you have completed your registration
and acceptance.
Your health care provider will receive an email with subject “Designate has confirmed
access” to authorize your permissions (refer to Section 3.4.1) and will notify you when
your permissions have been authorized at which time you can use the MC EDT service
to upload and download files. Refer to Section 5.
TIPS:
• The health care provider(s) you have accepted will receive system generated
acceptance email(s) with instructions to authorize permissions for uploading and
downloading files.
• You cannot upload files or download reports until the health care provider has
authorized permissions for you.
• The health care provider will notify you when you can begin using MC EDT to
uploading and downloading files. To use MC EDT refer to Section 5.
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INSTRUCTIONS:
• To cancel this activity, select the “Confirm Cancel” button to navigate to the
Cancel Confirmation screen. Refer to Section 4.2.12.
OR
• To return to the screen from which you cancelled, select the “Resume Process”
button.
OPTIONS:
• Select text “Logout” in the top right corner of the screen to navigate to the GO
Secure Login screen. Close your Internet browser.
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INSTRUCTIONS:
• Your activity is cancelled, select text “Logout” in the top right corner of the screen
to navigate to the GO Secure Login screen. Close your Internet browser.
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Section 5
Using the MC EDT Web Page
5
Medical Claims Electronic Data Transfer Reference Manual Using the MC EDT Web Page
Section 5
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This section is used by the health care provider or their designee to use the MC EDT
Web Page.
The health care provider and the designee can use the following link to sign into GO
Secure to use MC EDT:
https://www.edt.health.gov.on.ca
INSTRUCTIONS:
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TIPS:
• If you have already created a GO Secure ID, but forgot your password, select
the text, “Forget your ID or password?” to navigate to the Password Recovery –
Enter ID screen. Refer to Section 6.
• If you have already created a GO Secure ID, but forgot your GO Secure ID,
select the text, “Forget your ID or password” to navigate to the Password
Recovery – Enter ID screen. Select the text, “Forgot your GO Secure ID”. Refer
to Section 6.
• Your password will expire in 120 days. You will receive an email eight (8) days in
advance advising you of the expiry date and includes a link for you to create a
new password. Refer to Section 7.1.5.
• After five consecutive failed attempts, you will be locked out for 30 minutes.
Refer to Section 5.1.5.
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INSTRUCTIONS:
• To begin using MC EDT, select the text “MC EDT Service (Upload/Download)”.
Refer to Section 5.1.4.
OPTIONS:
OR
• To maintain your GO Secure account, select the text “GO Secure Profile
(Change Password, Email, etc)”. Refer to Section 7.
OR
• Select the text “Logout” in the top right corner of the screen to navigate to the GO
Secure login screen. Close your Internet browser.
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INSTRUCTIONS:
• To begin using MC EDT, select the text “MC EDT Service (Upload/Download)”.
Refer to Section 5.1.4.
OPTIONS:
• To maintain your GO Secure account, select the text “GO Secure Profile
(Change Password, Email, etc)”. Refer to Section 7.
OR
• Select the text “Logout” in the top right corner of the screen to navigate to the GO
Secure login screen. Close your Internet browser.
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INSTRUCTIONS:
• To navigate to the File Upload screen, select text “Upload”. Refer to Section 5.2.
OR
OPTIONS
OR
• To view your list of designees, select text “Designated Accounts” on the menu
bar. Refer to Section 3.4.
OR
• To add a designee, select text “Add Designees” on the menu bar. Refer to
Section 3.3.
OR
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• Select the text “Logout” in the top right corner of the screen to navigate to the GO
Secure login screen. Close your Internet browser.
TIPS:
• If you are a designee then the Menu Bar options “Designated Accounts and “Add
Designees” will NOT be displayed.
• You can upload a file from any type of medium (e.g. hard drive, USB drive).
• You can download a report to any type of medium (e.g. hard drive, USB drive).
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INSTRUCTIONS:
• After five (5) consecutive failed attempts to log on, you will be locked out for 30
minutes.
• If the problem appears to be with your password, select the text “password
recovery” and you will be navigated to the Password Recovery – Enter ID screen.
Refer to Section 6.
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This section is used by the health care provider or their designee to upload the following
files:
INSTRUCTIONS:
OPTIONS:
OR
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OR
• To add a designee, select text “Add Designees” on the menu bar. Refer to
Section 3.3.
OR
• Select the text “Logout” on the menu bar and you will be navigated to the GO
Secure login screen. Close your Internet browser.
TIPS:
• If you are a designee, the options “Designated Accounts and “Add Designees”
will NOT be displayed.
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INSTRUCTIONS:
• To choose a billing number, select the appropriate billing number from the drop
down menu.
• To find a file, select the “Browse” button to locate the file to be uploaded. See
Browse screen example below.
• To choose the type of file to upload, select the file type from the drop down
menu.
• To upload the file, select the “Upload” button and you will be navigated to the
File Upload Success screen. Refer to Section 5.2.3.
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• To locate the file to upload, use the down arrow in the “Look in” field to browse
for the drive and/or folder location.
• Select file from the list to populate the “File name” field.
OPTIONS:
• Select the “Clear” button and the data fields will display blank fields.
OR
• To navigate back to the MC EDT Web Page – Main Menu, select the “Home”
button. Refer to Section 5.2.1.
OR
• Select the text “Logout” in the top right corner of the screen and you will be
navigated to the GO Secure login screen. Close your Internet browser.
OR
OR
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OR
• To add a designee, select text “Add Designees” on the menu bar and you will be
navigated to the Designee Details screen. Refer to Section 3.3.
• TIPS:
• If you are a designee for multiple health care providers, you must select (from the
drop down list of Billing Numbers) the correct health care provider to upload files
for.
• If you are a designee the options “Designated Accounts” and “Add Designees”
will NOT be displayed.
• You can upload a file from any type of medium (e.g. hard drive, USB drive).
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INSTRUCTIONS:
• To upload another file, select the “Upload Another File” button and you will be
navigated to the File Upload screen. Refer to Section 5.2.2.
OR
• To navigate to the MC EDT Web Page – Main Menu screen, select the “Home”
button. Refer to Section 5.2.1.
OPTIONS:
OR
OR
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• To add a designee, select text “Add Designees” on the menu bar. Refer to
Section 3.3.
OR
• Select text “Logout” on the menu bar and you will be navigated to the GO Secure
Login screen. Close your Internet browser.
TIPS:
• An error message will be displayed if there was an error during the file upload
process. Refer to Section 5.2.4.
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INSTRUCTIONS:
• In this example, a system error has occurred and you are instructed contact the
Service Support Contact Centre. In some instances file errors may be corrected
and the file may then be re-uploaded.
OPTIONS:
• Select text “Logout” in the top right corner of the screen and you will be navigated
to the GO Secure Login screen. Close your Internet browser.
OR
OR
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OR
• To add a designee, select text “Add Designees” on the menu bar. Refer to
Section 3.3.
TIPS:
• The Service Support Contact Centre is staffed from 8:00 am until 5:00 pm,
Monday to Friday and your inquiry will be escalated to appropriate ministry staff.
After business hours an answering service is available and your call will be
returned the following business day.
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This section is used by the health care provider or their designee to download the
following reports/files:
• Error Report
• Primary Care Reports (Enrolment & Consent Summary Report and Enrolment &
Consent Outside Use Report)
• Governance Reports
• General Communication
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INSTRUCTIONS:
• If you are a designee that has been designated by multiple health care providers,
refer to Section 5.3.2.
• If you are a health care provider, or a designee that has been designated to by
only one health care provider, refer to Section 5.3.3.
OPTIONS:
OR
OR
• To add a designee, select text “Add Designee” on the menu bar. Refer to Section
3.3.
OR
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• Select the text “Logout” on the menu bar and you will be navigated to the GO
Secure login screen. Close your Internet browser.
TIPS:
• If you are a designee, then the options “Designated Accounts” or “Add Designee”
will NOT be displayed.
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INSTRUCTIONS:
• To choose a billing number, select the appropriate billing number from the drop
down menu.
OPTIONS:
• To navigate back to the MC EDT Web Page - Main Menu, select the “Home”
button. Refer to Section 5.3.1.
OR
OR
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• Select the text “Logout” on the menu bar and you will be navigated to the GO
Secure login screen. Close your Internet browser.
TIPS:
• A designee may be authorized to access more than one health care provider’s
reports and must select the specific health care provider’s corresponding Billing
Number from the drop down list.
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Note: This example does NOT display all the types of reports available for
download.
INSTRUCTIONS:
• To download the required report, select the text “Download” in the last column.
Refer to Section 5.3.4.
OPTIONS:
• To redisplay the reports, select “Sort by File Type” button (see TIPS).
OR
• To navigate to the MC EDT Web Page - Main Menu, select the “Home” button.
Refer to Section 5.3.1.
OR
OR
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OR
OR
• To add a designee, select text “Add Designee” on the menu bar. Refer to Section
3.3.
OR
• Select the text “Logout” on the menu bar and you will be navigated to the GO
Secure login screen. Close your Internet browser.
TIPS:
• “Status” column indicates that the report is “Available” for download, and
“Downloaded” indicates that the user has previously downloaded this report.
• “Date” column indicates the date that the report was created.
• All reports displayed are six months from the date of creation.
• The sort order of the reports will by date first (ascending by the date the file was
written to the database), followed by the Status (descending).
• The user will be able to scroll down to see all the reports and will also have the
ability to sort these reports by “File Type” (ascending), followed by the “Delivery
Date” using the “Sort by File Type” button.
• The number of reports displayed to the user will vary from user to user due to a
number of factors that can’t be controlled or monitored, such as the size of the
monitor, size of font, etc. Scroll down to see all reports.
• If you are a designee then the options “Designated Accounts and “Add
Designees” will not be displayed.
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INSTRUCTIONS:
• To save the report you have selected to download, select the “Save” button.
Refer to Section 5.3.5.
OPTIONS:
• To open the report you have selected to download, select the “Open” button.
OR
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INSTRUCTIONS:
• To choose the location where you want to save the report/file you downloaded,
select the down arrow in the “Save in:” field at the top of this screen.
• To save the report/file to the location indicated, select “Save” button at the
bottom left side of this screen. Refer to Section 5.3.6.
OPTIONS:
TIPS:
• When downloading, the user has the option of renaming the report in the “File
name:” field at the bottom of this screen.
• Most files are saved as “Text Document” in the “Save as type” field at the bottom
of this screen.
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INSTRUCTIONS:
• To close this pop-up window, select the “Close” button. Refer to Section 5.3.7.
OPTIONS:
• To open the report you have selected to download, select the “Open” button.
OR
• To open the folder containing all your downloaded reports/files, select the “Open
Folder” button.
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Note: If you refresh the screen, the “Status” field shows the selected report
as “Downloaded”.
INSTRUCTIONS:
OPTIONS:
• To redisplay the reports, select “Sort by File Type” button (see TIPS).
OR
• To navigate back to the MC EDT Web Page Main - Menu, select the “Home”
button. Refer to Section 5.3.1.
OR
• Select text “Refresh” button and the data fields will display default fields.
OR
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OR
OR
• To add a designee, select text “Add Designee” on the menu bar. Refer to Section
3.3.
OR
• Select the text “Logout” on the menu bar and you will be navigated to the GO
Secure login screen. Close your Internet browser.
TIPS:
• If you are a designee then the options “Designated Accounts and “Add
Designees” will NOT be displayed.
• If there was an error during the report download process, an error message will
be displayed. Refer to Section 5.3.8.
• “Date” column indicates the date that the report was created.
• All reports displayed are six months from the date of creation.
• The sort order of the reports will by date first (ascending by the date the file was
written to the database), followed by the Status (descending).
• The user will be able to scroll down to see all the reports and will also have the
ability to sort these reports by “File Type” (ascending), followed by the “Delivery
Date” using the “Sort by File Type” button.
• The number of reports displayed to the user will vary from user to user because a
number of factors that can’t be controlled or monitored, such as the size of the
monitor, size of font, etc. Scroll down to see all reports.
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INSTRUCTIONS:
• If the file download is unsuccessful, a system error message will direct you to
contact the Service Support Contact Centre (SSCC) at:
1-800 262-6524
• Select the text “Logout” in the top right corner of the screen and you will be
navigated to the GO Secure login screen. Close your Internet browser.
TIPS:
• The Service Support Contact Centre is staffed from 8:00 am until 5:00 pm,
Monday to Friday and your inquiry will be escalated to appropriate ministry staff.
After business hours an answering service is available and your call will be
returned the following business day.
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Section 6
Forget Password
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Section 6
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This section is used by both the health care provider and the designee to reset your
password for the GO Secure account if you forgotten it.
INSTRUCTIONS:
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INSTRUCTIONS:
• Select “Next>“ button and you will be navigated to the Password Recovery
screen. Refer to Section 6.1.3.
OPTIONS
• To cancel this activity, select “Cancel” button and the Cancel Confirm screen will
be displayed. Refer to Section 6.1.8.
OR
• If you do not remember your GO Secure ID, select the text “Forgot your GO
Secure ID?” and you will be navigated to the Password Recovery – Enter ID
screen. Refer to Section 6.1.5.
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INSTRUCTIONS:
OPTIONS:
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• To cancel this activity, select the “Cancel” button to navigate to the Cancel
Confirm screen. Refer to Section 6.1.8.
TIPS:
• Your three Challenge Questions answers are NOT stored on the system as case
sensitive.
• Keep a record of your challenge questions and answers. You will need to answer
these correctly when you change your password every 120 days.
• Your password will expire in 120 days. You will receive an email eight days in
advance advising you of the expiry date and a link to create a new password.
Refer to Section 7.
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INSTRUCTIONS:
• To navigate to the GO Secure Login screen, select the text “GO Secure Login”
and use your GO Secure ID and new password to login.
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INSTRUCTIONS:
• If you do not remember your GO Secure account ID, key in your email account.
• Select “Next>“ button and you will be navigated to the Password Recovery
screen. Refer to Section 6.1.6.
OPTIONS:
• To cancel this activity, select “Cancel” button to navigate to the Cancel Confirm
screen. Refer to Section 6.1.8.
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INSTRUCTIONS
• A message will display on the screen that your email account is your GO Secure
ID.
OR
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• The health care provider and the designee can use the following link to sign
into GO Secure to use MC EDT:
https://www.edt.health.gov.on.ca
OPTIONS:
• Choose a new password if you have also forgotten the password by keying in the
three answers to the security questions displayed.
• Select the “Continue” button to save the information keyed and you will be
navigated to Request Complete screen. Refer to Section 6.1.3.
OR
• Select the “Cancel” button and the Cancel Confirm screen will be displayed.
Refer to Section 6.1.8.
TIPS
• Your three Challenge Question answers are NOT stored on the system as case
sensitive.
• Keep a record of your challenge questions and answers. You will need to answer
these correctly when you change your password every 120 days.
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• Your password will expire in 120 days. You will receive an email eight days in
advance advising you of the expiry date and a link to create a new password.
Refer to Section 7.
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INSTRUCTIONS:
• Reopen your Internet browser and check your email account with subject “GO
Secure ID reminder”.
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Hello,
Thank you.
INSTRUCTIONS:
• Reopen your Internet browser and use the link to navigate to the GO Secure
Login screen and sign in with your custom GO Secure ID and password.
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INSTRUCTIONS:
• Select the “OK” button to navigate to the GO Secure Login screen. Refer to
Section 6.1.1.
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Section 7
Maintain GO Secure Account
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Section 7
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This section is used by both the health care provider and the designee to change your
profile information such as password, email and/or language preference.
INSTRUCTIONS:
• Select the “Sign In” button to navigate to Administration and MOHLTC Services
screen. Refer to Section 7.1.2 or 7.1.3.
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INSTRUCTIONS:
• Select the text “GO Secure Profile” to navigate to Security Information screen.
Refer to Section 7.1.4.
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INSTRUCTIONS:
• Select the text “GO Secure Profile” to navigate to Security Information screen.
Refer to Section 7.1.4.
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INSTRUCTIONS:
• To change your password, select text “Change Your Password”. Refer to Section
7.1.5.
OR
• To change your security questions and answers, select text “Security Questions
& Answers”. Refer to Section 7.1.6.
OR
• To view your current roles, select text “Your GO Secure Roles”. Refer to Section
7.1.8.
OR
• To return to the Administration and MOHLTC Services screen, select text “<<
Return to previous site”. Refer to Section 7.1.2 or 7.1.3.
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OPTIONS
• Select any of the data entry fields on the screen to change the information
currently displayed. Select the “Update” button and a message will be displayed
on the top of the screen, “Thank you, your GO Secure account has been updated
successfully.”
OR
• To cancel any changes you made and return the information to the original
defaults, select the “Reset Changes” button. This will cancel any changes you
made and return the information to the original defaults.
TIPS
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INSTRUCTIONS:
• Select the “Update” button to save the information keyed to navigate back to the
Go Secure Login – Your Profile screen (Refer to Section 7.1.4) and a message
will be displayed at the top of the screen “Thank you, your GO Secure Password
was updated successfully. If the password was expired, you will be asked to login
again to continue your GO Secure session.”
OPTIONS:
• To cancel this activity, select the “Cancel” button to navigate back to the Go
Secure Login – Your Profile screen. Refer to Section 7.1.4.
OR
• Select the text “Logout” in the top right corner of the screen to navigate to the GO
Secure Login screen. Close your Internet browser.
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TIPS:
• If you attempt to reuse the same password more than eight (8) times, a message
will be displayed on the “Security Information” screen, “Please use a password
that wasn’t used recently.”
• Your password will expire in 120 days. You will receive an email eight days in
advance advising you of the expiry date and a link to create a new password.
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The screen will display your current security questions. To change any of these
security questions or answers enter your password and confirm the password.
INSTRUCTIONS:
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The screen will display your current security questions. To change any of these
security questions or answers, key in your password.
INSTRUCTIONS:
• Select “Retrieve Current Security Answers” button to navigate to the screen that
displays the security answers to the Challenge Questions you originally provided.
Refer to Section 7.1.8.
OPTIONS:
• To cancel this activity, select the “Cancel” button to navigate back to the Go
Secure Login – Your Profile screen. Refer to Section 7.1.4.
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OR
• Select the text “Logout” in the top right corner of the screen to navigate to the GO
Secure Login screen. Close your Internet browser.
TIPS:
• At this point you cannot select the “Update” button until you have entered and
confirmed your password.
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The screen will display your current security questions and answers.
INSTRUCTIONS:
• To change any of the security questions, select the down arrow beside each of
the challenge questions to select a new question from the drop down list and
provide an answer in the Answer input fields.
• Select the “Update” button to save your selected questions and answers and be
navigated back to the GO Secure Login – Your Profile screen (Refer to Section
7.1.4) and a message will be displayed at the top of the screen, “Thank you, your
GO Secure security answers were updated successfully.”
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OPTIONS:
• To cancel this activity, select the “Cancel” button to navigate back to the GO
Secure Login – Your Profile screen. Refer to Section 7.1.4.
OR
• Select the text “Logout” in the top right corner of the screen to navigate to the GO
Secure Login screen. Close your internet browser.
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INSTRUCTIONS:
• To cancel this activity, select the “Cancel” button to navigate back to the GO
Secure Login – Your Profile screen. Refer to Section 7.1.4.
OPTIONS:
• Select the text “Logout” in the top right corner of the screen to navigate to the GO
Secure Login screen. Close your internet browser.
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Section 8
Technical Requirements
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Section 8
8 Technical Requirements........................................................................................... 186
Technical Specifications .......................................................................................... 187
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8 Technical Requirements
The ministry requires the following minimum technical requirements to use the MC
EDT web page:
• An Internet connection
Windows OS Mac OS
Internet Explorer 7.0 or later Firefox 11.0 or later
Firefox 3.6 or later Google Chrome 19.0 or later
Google Chrome 15.0 or later Safari 5.0 or later
• The browser versions published above have been tested by the ministry.
Using Internet browsers with versions older than the published standard
may impact how the GO Secure or MC EDT web pages are displayed or
function.
• “Cookies” enabled.
The minimum requirements for the MC EDT web service may be different depending
on the Clinical Management System (CMS) or Electronic Medical Records (EMR)
software application.
Contact your vendor/billing agent to identify what their minimum requirements are for
your office to use their EMR software application.
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Medical Claims Electronic Data Transfer Reference Manual Technical Requirements
Technical Specifications
Specific technical specifications are required for authorized MC EDT users to send
(upload) files and to receive (download) files sent electronically from the ministry to an
MC EDT user. The specifications are technical and are intended to be used by vendors
or I&IT technical support individuals.
The claims file format requirements for use with both the web page and the web service
are listed in the ministry’s Technical Specifications Interface to Health Care Systems
manual located on the ministry website at:
http://www.health.gov.on.ca/english/providers/pub/ohip/tech_specific/tech_specific_mn.
html
The generic security requirements and related protocols for ministry services are listed
in the ministry’s Technical Specifications for MOHLTC Electronic Business Services
located on the ministry website at:
http://www.health.gov.on.ca/english/providers/pub/ohip/draft/mohltc_ebs.pdf
The technical requirements for the development of applications and products that
support communication with MOHLTC’s MC EDT system via Electronic Business
Services are listed in the ministry’s Technical Specifications for Medical Claims
Electronic Data Transfer (MC EDT) Service via Electronic Business Services, located
on the ministry website at:
http://www.health.gov.on.ca/english/providers/pub/ohip/draft/medical_claims_ebs.pdf
The technical requirements for the development of Health Card Validation (HCV)
application via Electronic Business Services are listed in the ministry’s Technical
Specifications for Health Card Validation (HCV) Service via Electronic Business
Services, located on the ministry website at:
http://www.health.gov.on.ca/english/providers/pub/ohip/draft/ebs_health_card_validation
.pdf
If you experience technical problems with the MC EDT service, the first point of contact
is your I&IT technical support or vendor. If your I&IT support or vendor requires
technical assistance from the ministry, they may contact the ministry’s Service Support
Contact Centre (SSCC) at:
1-800 262-6524
The desk is staffed from 8:00 am until 5:00 pm, Monday to Friday, and your inquiry
will be escalated to appropriate ministry staff. After business hours an answering
service is available and your call will be returned the following business day.
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Section 9
Conformance Testing
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Section 9
9 Conformance Testing ............................................................................................... 190
Conformance Testing Steps for Vendors ................................................................. 190
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Medical Claims Electronic Data Transfer Reference Manual Conformance Testing
9 Conformance Testing
Conformance testing is required for all software that interacts with the MC EDT web
service to ensure compliance with the ministry’s specifications and to obtain a
production conformance key specific to the software version prior to receiving
production access. The ministry’s Conformance Testing Service will confirm the
software meets the ministry’s specifications and will protect the ministry’s production
environment from external influences.
It should be noted that individual users are not required to complete conformance
testing, only software vendors.
If the ministry makes technical specification changes or significant changes are made to
how the vendor software interacts with the MC EDT software, conformance testing must
be completed and a new production conformance key issued.
The Conformance Testing Service will include communicating details of test data
required for software vendor/ developer use. Furthermore, the account set up,
confirming test outcomes and assistance with troubleshooting relevant to technical
specifications is also offered.
When testing is complete, test results will be reviewed for compliance with the technical
specifications and a recommendation will be made for access to the production
environment.
http://www.health.gov.on.ca/english/providers/pub/pub_menus/pub_ohip.html
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Medical Claims Electronic Data Transfer Reference Manual Conformance Testing
• You must complete and sign the Conformance Testing Acceptable Use Policy
and scan and email it back to the ministry. Please insert in the subject line of the
email “MC EDT Conformance Testing” to expedite escalation of these requests.
• You can obtain a copy of the Conformance Testing Acceptable Use Policy from
the ministry or online at the following link:
http://www.health.gov.on.ca/en/pro/forms/ohip_fm.aspx
• The ministry will contact you to assign a conformance testing slot and supply all
required test data including a temporary conformance testing key.
• You will work directly with the conformance testing team throughout the testing
process.
• Upon successful completion, the ministry will contact you and supply the
necessary authorization for production access including a production
conformance key.
For more information regarding conformance testing requirements, contact the Service
Support Contact Centre (SSCC) at:
1-800 262-6524
or by email:
[email protected]
The desk is staffed from 8:00 am until 5:00 pm, Monday to Friday, and your inquiry
will be escalated to appropriate ministry staff. After business hours an answering
service is available and your call/email will be returned the following business day.
Page 191
Section 10
Frequently Asked Questions
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Medical Claims Electronic Data Transfer Reference Manual Frequently Asked Questions
Section 10
10 Frequently Asked Questions .................................................................................. 194
General .................................................................................................................... 194
Using MC EDT ......................................................................................................... 194
Contact .................................................................................................................... 196
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Medical Claims Electronic Data Transfer Reference Manual Frequently Asked Questions
1. Should I be using the web page or the web service to access MC EDT?
The decision to use the web page or the web service is dependent on what type of
billing software or clinical management system your office uses.
The web page has file upload and download functions that are provided for users
who do not have integrated billing or Electronic Medical Record (EMR) systems.
The web service is for use with fully automated Electronic Medical Record (EMR) or
billing software for MC EDT.
Using MC EDT
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Medical Claims Electronic Data Transfer Reference Manual Frequently Asked Questions
2. Are all health care providers required to register for a GO Secure account and
enrol in ministry services?
If you submit claims using your solo billing number you must register for a GO
Secure account and enrol in MC EDT service before you are eligible to use the
service.
If you are an affiliate of a group and only bill under the group billing number and
don’t bill using your individual or solo billing number, you are not required to set up
an individual GO Secure account unless you require access to group reports.
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Medical Claims Electronic Data Transfer Reference Manual Frequently Asked Questions
Contact
Page 196
Section 11
Appendix A – Error Messages
11
Medical Claims Electronic Data Transfer Reference Manual Appendix A: Error Messages
Section 11
11 Appendix A Error Messages................................................................................... 198
Appendix A – Error Messages ................................................................................. 199
3.1.2 Health Care Provider GO Secure Register/Login - Start .............................. 199
3.1.3 GO Secure Login - Registration Step 1 of 2................................................. 199
3.1.4 GO Secure Login – Registration Step 2 of 2 ................................................ 200
3.1.8 GO Secure –Email confirmation .................................................................. 203
3.2.1 Health Care Provider MC EDT Enrolment - Start......................................... 203
3.2.3 Identification – New User ............................................................................. 203
3.2.5 Identification – Migrating EDT User ............................................................. 204
3.2.8 GO Secure Login to Complete Confirmation................................................ 204
3.2.9 Health Care Provider Administration and MOHLTC Services ...................... 204
3.3.2 GO Secure Sign in ....................................................................................... 205
3.3.6 Designee Details.......................................................................................... 205
3.4.2 GO Secure Sign in ....................................................................................... 205
3.4.5 Designee Permissions ................................................................................. 205
4.1.3 Designee - GO Secure Register/Login - Start .............................................. 206
4.1.4 Designee - GO Secure Login - Registration Step 1 of 2 .............................. 206
4.1.5 Designee - GO Secure Login - Registration Step 1 of 2 ............................. 206
4.1.7 Designee - GO Secure Email Confirmation ................................................. 206
4.2.2 Designee- GO Secure Register/Login - Start ............................................... 206
4.2.3 Designee Enrolment .................................................................................... 206
4.2.9 Designee - GO Secure Login - Confirmation ............................................... 207
5.2.2 Upload ......................................................................................................... 207
5.3.8 Download ..................................................................................................... 207
6.1.2 Forget Password - Password Recovery – Enter ID...................................... 208
6.1.3 Forget Password - Password Recovery - Security Questions...................... 208
7.1.1 GO Secure Login ......................................................................................... 209
7.1.4 GO Secure Login - Your Profile ................................................................... 209
7.1.5 Security Information – Change Password .................................................... 210
7.1.6 Security Information - Security Qs and As ................................................... 210
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Medical Claims Electronic Data Transfer Reference Manual Appendix A: Error Messages
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Medical Claims Electronic Data Transfer Reference Manual Appendix A: Error Messages
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Medical Claims Electronic Data Transfer Reference Manual Appendix A: Error Messages
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Medical Claims Electronic Data Transfer Reference Manual Appendix A: Error Messages
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Medical Claims Electronic Data Transfer Reference Manual Appendix A: Error Messages
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Medical Claims Electronic Data Transfer Reference Manual Appendix A: Error Messages
5.2.2 Upload
5.3.8 Download
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Medical Claims Electronic Data Transfer Reference Manual Appendix A: Error Messages
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Section 12
Appendix B – Glossary
12
Medical Claims Electronic Data Transfer Reference Manual Appendix B: Glossary
Section 12
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Medical Claims Electronic Data Transfer Reference Manual Appendix B: Glossary
TERM DEFINITION
Billing Agent An agent authorized by a health care provider or a
group of health care providers, to submit claims data
electronically for processing by the ministry and/or to
reconcile payment data.
Billing Number A unique identifier that is assigned to a health care
provider who is registered with MOHLTC for the
purpose of submitting claims for insured services.
Designee An individual who have been given permission by a
health care provider to electronically interact with the
ministry on behalf of that health care provider.
Display Name A field that is defaulted to the user’s first name and last
name.
Download The process of receiving a file from another computer.
GO Secure Identification An electronic identity provided by the Government of
(ID) Ontario for obtaining access to designated government
services.
Health Care Provider (HCP) Individual, group or facility licensed to provide health
care services to eligible residents of Ontario.
Log off The process of terminating a connection with a
computer system or peripheral device in an orderly
fashion.
MC EDT Medical Claims Electronic Data Transfer.
MOHLTC Ministry of Health and Long-Term Care.
MOHLTC Electronic A framework within which the ministry delivers
Business Services (EBS) electronic services to health care providers.
Overnight Batch Eligibility Electronic service that allows an authorized user to
Checking (OBEC) submit a formatted file of health numbers/version codes
to the ministry for validation before a health service is
provided.
Password A secret piece of information intended to corroborate
an identity claim.
Report A file sent from the ministry’s information system in
response to data that has been processed.
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Medical Claims Electronic Data Transfer Reference Manual Appendix B: Glossary
TERM DEFINITION
Shared Secret A system generated code used by the designee to
complete the enrolment. The shared secret is sent to
the designating health care provider who must pass it
on to the designee.
Unique ID Unique identifiers are ministry provided codes that
authenticate the health care provider to the ministry
and are required as part of the MC EDT enrolment
process.
Upload The process of sending a file to another computer.
Web Page A simple web user interface for health care providers
that do not have an automated system. This interface
provides the basic functions to submit and retrieve files
one at a time.
Web Service A web user interface that allows Electronic Medical
Records (EMR) systems or billing software to provide
automated interfaces to initiate multiple concurrent
uploads and downloads.
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