👩‍💻 How to Resolve MYP Login Conflicts: Accessing ISM's Dashboard

Purpose
This SOP will guide you on how to resolve conflicts in MYP when a service provider's primary login creates access issues for support coordinators or other users. By following these steps, you'll navigate directly to the correct dashboard to manage customers efficiently.

1. Identify the Issue 🔍

• The conflict arises because the service provider has primary access to their MYP dashboard.

• This can lead to login conflicts when multiple plan managers or users attempt to access customer information.

2. Log into MYP and Locate Your Name 👤

• Action: After logging into MYP, locate your name in the top-right corner of the screen.

• Why? This is your gateway to accessing the correct dashboard.

3. Click on Your Name and Select “View My Dashboard” 🔑

• Steps:

  • Click your name in the menu.

  • From the dropdown, select View My Dashboard.

  • You may be prompted to log back in.

• Pro Tip: If prompted, repeat this step after logging back in. It ensures you're routed to your specific dashboard.

4. Access ISM and Select Customers 🗂️

• Once on your dashboard:

  • Navigate to ISM (Independent Support Management).

  • Select the relevant customers from the dashboard.

• Scenario:

  • If multiple plan managers are managing different customers, you’ll see their respective lists here.

  • Ensure you’re selecting the correct customer to proceed.

5. Repeat for Additional Plan Managers, if Necessary 🔄

• If managing multiple customers with different plan managers, repeat the process as needed for each dashboard.

• After accessing the dashboard, confirm that:

  • You can see the intended customer information.

  • There are no lingering access conflicts.

By following these steps:

• You’ll successfully navigate to the appropriate MYP dashboard.

• Conflicts from primary service provider logins will be avoided.

Key Points Recap

1. Log into MYP and locate your name.

2. Click your name and choose View My Dashboard.

3. Log back in if prompted and repeat the step as necessary.

4. Access ISM and select the relevant customers.

5. Verify access and resolve any issues.