EMA Account Set-Up for Providers: Part II

EMMA Account Setup for Providers Part 2 We included this slide as a reference for any unfamiliar acronyms used throughout the presentation. This video will cover Personal accounts creating a personal account as a credentialed employee who works directly with students, and adding a personal account as a credentialed employee who works directly with students to a business account. Part 2 Personal accounts for employees who will provide proof of their credentials and work directly with students. Let's begin with our business owners who also provide services Log in using your existing credentials. Once you are logged in, you should be on the Business Dashboard. At the bottom of the Account Setup checklist, click Create Account. Once you click the Create Account button, a pop up will appear containing a checklist that you need to complete to create your personal account. You'll be logged out automatically. Log back in with your existing credentials. The Personal Account Dashboard will be added to the left hand side and you will have the ability to finish setting up your personal account. Before we discuss that process in its entirety, let's proceed with onboarding providers who only wish to create a Personal provider account. If you are not a business user and need to create a personal account, please proceed with the next steps. Let's get started by navigating to sufs.org emma providers to create an EMA account, click on the sign up link located under the login bar. For added security, we will send a one time password to your email. Please enter a valid email address and verify the code. Once you receive the verification code via email, please be sure to enter the code exactly as listed. If the email verification code takes longer than three minutes, hit the resend verification code and it should come in under a minute. Service Providers are defined as a person or organization authorized to provide services to scholarship students. Please make sure in the drop down to select the proper account type which is Service Provider. Once you complete your security questions, please click Continue to move forward. Please note that once security questions are created, they cannot be changed. Now let's follow the steps to create a Personal Provider account will receive a pop up screen that requires acknowledgement before they can proceed. Now for those businesses that also provide a service, you are asked to log in again using your existing credentials. For new personal accounts who provide a service, log in using the credentials you just created. Once you log back in, you'll see several new options. These menu items are broken down into two overall sections. We will now begin the section for your individual account which includes Profile, Individual Services and Businesses Personal Provider Profile. Here you'll be able to provide information regarding your service. The Brief Description has a 1500 character limit, including spaces, so be concise. Apart from a basic business overview, this field can be utilized to highlight any additional services your business offers and could be considered for parents browsing the marketplace. The Description field is an area to highlight the area of focus for your business. For example, if you specialize in high school math tutoring, include that information in your description. You'll be required to enter a physical address where the services are rendered, contact information for the individual providing the services, and additional information regarding the actual service itself. Once you have completed this section, click the Save button. After you save your entries in the My Profile section, the complete your personal account checklist will appear. Click Continue to proceed. The phone number used for two step verification must be Multi Factor Authentication compatible. This means we need to be able to text or call the number with a code. Numbers that are answered with an automated recording will not work. Once you enter your individual profile information, you can start entering the services that you provide. Simply click on the Add a service option to start adding your individual services is simple. Select your service category, service type, credential type, expiration date, and license number. In addition to this information, documentation is required for the service you are providing. To assist our Provider relations team, please upload documents that support your eligibility to provide to specific services selected. It would be most helpful to have the document name reflect what they demonstrate, for example License, certification or diploma. Please ensure that and please note that this only applies to fesua, pep, FTC and FBSEO Scholarship programs at this time. Please refer to our parent and Provider handbooks for details on the required documentation. Please note the EMA platform can accept up to five documents at once. Once your individual service has been submitted, it will go to a processor who will review your submission. Once the status has changed from submitted to approved, you may quickly view those services by clicking the eye icon or remove those services by clicking the red X. Please be sure to check back regularly to review the status of your submission. Thank you for joining us for Part two of EMMA Account Setup for Providers.