Welcome to the Regulatory Portal!
The Regulatory Portal houses product documentation, supporting files, and other regulatory data for the PPS and CES product suites. Clients can view product information by license.
- Log into the Portal by navigating to https://clientportal.optum.com.
Enter your username and password and select Login. Your user credentials will be the same as the credentials you use for the legacy Optum Client Portal (https://optum.secure.force.com/CustomerPortal).
If you need to request access to the Portal please contact Optum Client Services (email@example.com)
If you have trouble logging in or need to change your password, select the Need help logging in? link. This link will take you to the legacy Optum Client Portal to update your password.
- To log out of the Portal select the Sign out option at the top of any page.
Under the Support menu at the top of the screen you have the following options:
- Help (takes you to this Help section)
- FAQ (takes you to a list of frequently asked questions)
- Contact Us (takes you to Optum contact information)
The Home button is available on every page and will take you back to the Dashboard from anywhere in the Portal. You can also select the Optum Regulatory Portal image on any screen to go back to the Dashboard.
The Dashboard has 3 dropdowns that allow you to sort the content shown on the screen. Some options may not be available, depending on what you license. For example, you may not see options for the CES product suite if you only license EASYGroup™.
- Product Line (e.g., PPS or CES)
- Lines of Business & Payment System/Product (e.g., Commercial (CES) or Medicare OPPS (EASYGroup™))
- Claim Types & Products (Professional (CES) or APC Fee Schedule Data Files (PPS))
You may choose an option in all 3 dropdowns, only 2, or only 1, depending on how granular you would like the content shown to be. For example, you can select Product Line: PPS, Payment System: Medicare OPPS, and Products: APC Fee Schedule Data Files if you are looking for documentation only relating to the APC Fee Schedule Data Files or if you want something a little higher-level just on the Medicare OPPS, you can select Product Line: PPS, Payment System: Medicare OPPS, and Products: All Products.
After making selections, you will see the content on the screen in the 5 columns adjust appropriately.
You can select Reset to clear the dropdowns at any time.
Got It Buttons
Under the dropdowns are two notifications letting you know how the content was sorted on the Dashboard. To dismiss these notifications simply select the Got it! buttons.
There are 5 main columns on the Dashboard:
- Announcements (contains the 10 most recent product notifications, webinar schedule (PPS only), coming soon information (PPS only), etc.)
- Releases (contains the 10 most recent release notes as well as the Release Schedule)
- Regulatory Insights (contains the 10 most recent regulatory resources that Optum is currently reviewing)
- Known Issues (contains the 10 most recent product known issues)
- Documentation and Details (contains the 10 most recent product overviews (PPS only) and all of the available product user guides)
See All/More.../Read More Buttons
Once you select options in the dropdown(s) you will see See All buttons on the bottom of certain columns. See All buttons will take you to the main page of the applicable sections. Here you will be able to view all of the available Announcements, Releases, Regulatory Insights, and Known Issues.
The Regulatory Insights column and the Known Issues column have buttons to view More... and Read More. These options have similar functionality. Selecting More... or Read More will open a window that lets you view the entire item and not just the short abridged snippet shown on the Dashboard.
Example of Known Issues Read More window:
The More... button under Regulatory Insights shows you what products/releases associate to the data shown and will give you insight into whether or not a release will be sent out for that particular change.
Example of Regulatory Insight More... window:
You have the option to conduct a site-wide search from any page on the Portal. Simply type in a keyword into the Search box at the top of the screen and select the magnifying glass.
Show Per Page
Most pages on the Portal have options to adjust how many items per page you can view. There is also an option to toggle between the pages and to jump to certain pages by using the Page options.
The Announcements section houses all of the latest product notifications, webinar schedule (PPS only), coming soon information (PPS only), etc.
On this page you can jump to other notifications by selecting Other Announcements or you can jump back to the Dashboard by using the breadcrumbs.
You also have the options to Print and Export the announcement. Selecting the Export option will open a PDF version of the page. You will need Adobe® Reader or similar product to be able to view the PDF.
The Releases section houses all of the latest product release notes.
On this page you can jump to different sections of the release note by using the links in the Content menu or jump back to the Dashboard by using the breadcrumbs.
Each Release Note will have an Additional Resources section. This section contains any document or file that pertains to the release. For example, this is where you would locate Test Cases, Distribution File Spreadsheets, Change Reports, etc.
You can e xpand/collapse all of the sections by using the Expand/Collapse buttons at the top of the screen.
You also have the options to Print and Export the release note. Selecting the Export option will open a PDF version of the page. You will need Adobe® Reader or similar product to be able to view the PDF.
In the Releases section you will see the link to the Release Schedule. Selecting this link will open the Release Schedule window.
You have the options to Print and Export the Release Schedule. Selecting the Export option will open an .xlsx file. You will need Microsoft® Excel or similar product to be able to view the export.
Release Schedule Search
You can search the Release Schedule by typing in a keyword in the text box at the top of the screen. For example, if you only want to view the scheduled releases for the Medicare OPPS you could type OPPS into the search box and the schedule will automatically show you only those releases.
You may also sort the schedule by selecting any heading (Version Number, Products Included, Release Date, etc.).
The Regulatory Insights section houses all of the latest regulatory data. This section shows you any regulations that Optum is currently reviewing. For example, you can come to this section to see if a certain CMS Transmittal will be included in a release and possibly when that release will go out.
On this page you can toggle to view the PPS regulatory data or CES regulatory data (if you license both products).
You have the options to Print and Export the regulatory insight data. Selecting the Export option will open an .csv file. You will need Microsoft® Excel or similar product to be able to view the export.
Search Regulatory Insights
Regulatory Insights also has it's own search function. You can search the regulatory insights by typing in a keyword into the Search PPS/CES Regulatory Insights... text box. Doing so, will show you only those items that contain part or all of that keyword. You can also sort the columns by selecting any of the headings (Posted Date, Name, Transmittal ID, Effective Date, etc.).
The Known Issues section houses all of the latest product known issues. This section shows you any issues that Optum is currently reviewing, what claims might have been affected, and when the resolution might be released.
You have the options to Print and Export the known issues. Selecting the Export option will open an .xlsx file. You will need Microsoft® Excel or similar product to be able to view the export.
Search Known Issues
Known Issues also has it's own search function. You can search by typing in a keyword into the Search PPS/CES Known Issues... text box. Doing so, will show you only those items that contain part or all of that keyword. You can also sort the columns by selecting any of the headings (Number, Status, Affected Payment System, Affected Component, etc.).
Note: Depending on your screen size, you may need to scroll to the right to view all of the content on the page. You will see a horizontal scroll bar at the top and bottom of the known issues.
The Documentation and Details section houses product overviews (PPS only) and all available product user guides.
Product Overviews (PPS only)
Product overviews outline individual product functionality. For example, you will find a section here all about the Ambulatory Code Editor™ (ACE). This section contains all of the information around editing and grouping within ACE. Most of this information comes from the legacy EASYGroup™ User's Guide.
Note: The EASYGroup™ User's Guide is still available in PDF format until further notice.
You can e xpand/collapse all of the sections by using the Expand/Collapse buttons at the top of the screen.
You also have the options to Print and Export the product overview. Selecting the Export option will open a PDF version of the page. You will need Adobe® Reader or similar product to be able to view the PDF.
Under Documentation and Details you will see links to all of the available product user's guides. Selecting any of the links will open a PDF or Excel file (depending on the file type). You will need Adobe® Reader/Microsoft® Excel or similar product(s) to be able to view the PDF/Excel file.
To conduct a site-wide search, type in any term in the Search Bar at the top of almost any screen of the Regulatory Portal. Please refer to the Search Tips section below for further information.
Narrowing Your Results
After selecting the magnify glass, results will return. You will notice that you might see results for both the CES product line and the PPS product line, if you license both. You can narrow down your results by selecting any of the available options in the Narrow Your Results panel on the left-hand side of the screen. You can narrow your results by Product Line, but also by Result Type. For example, if you wish to only see results as Announcements, you can select the Announcements radio button in the Narrow Your Results panel. You may select Reset all filters at any time, do reset your options to the defaults.
Sort Your Results
You can also sort your results by selecting different options in the Sort By drop-down. Your options include:
- Posted Date - Descending (default)
- Posted Date - Ascending
- Relevance - Descending
- Relevance - Ascending
You can also see the total result records at the top of the screen (ex. 166 records). This is the amount of pages or documents found with your search term.
If you are having trouble searching for a keyword while using the site-wide search function at the top of the Dashboard or most other pages in the Regulatory Portal, below are some tips that may help you.
The Regulatory Portal search function uses Apache Lucene. There are different functions you can use to receive a better result. The more common ones are listed below.
The Regulatory Portal supports single and multiple character wildcard searches within single terms (not within phrases). To perform a single character wildcard search use the ? symbol. To perform a multiple character wildcard search use the * symbol.
For example: to search for "text" or "test" you can use "te?t"
To search for test, tests, or tester, you can use "test*"
The single character search looks for terms that match with a single character replaced. The multiple character search looks for zero or more characters.
You can also use wildcard searches in the middle of a term. For example: "te*t"
Note: You cannot use a * or ? symbol as the first character of a search.
A fuzzy search uses the tilde (~) symbol at the end of a single word. For example, to search for a term similar in spelling to "roam" use the fuzzy search: "roam~"
This search will find terms like foam and roams.
Proximity searches also use the tilde (~) symbol at the end of a phrase. To search for "procedure" and "code" within 10 words of each other, use the following:
Boolean searches use:
Note: Boolean symbols must be in all CAPS. OR is the default operator. This means that if there are no Boolean operators between two terms, OR is used.
The OR operator links two terms and finds a match if either of the terms exist. For example, to search for a page/document that contains "outpatient payment" or just "outpatient" use "outpatient payment" OR "outpatient"
The AND operator is used where both terms exist anywhere in the text. For example, to search for "outpatient payment" and "Medicare" use: "outpatient payment" AND "Medicare"
The NOT operator excludes text that contains the term after NOT. For example, to search for text that contains "medicare outpatient" but not "Medicaid" use "medicare outpatient" NOT "Medicaid"