Welcome TO
Field Services is the support structure for Optavise's national team of Benefits Educators. As the front line of Optavise's personalized benefits education and enrollment service, Benefits Educators provide industry best practices and decades of experience servicing the employees of our clients.
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Fax Number 877-455-1538
Employee Assistance Program
Trustmark Appointment Instructions
List of Acceptable Documents for I-9 Form
Unum Appointment Instructions
Referral Incentive Plan
Resources
Coming Soon!
Certify Instructions
Per Diem Advance Policy
Certify
Clock In / Out or Approve Time Sheet
This page will help you through the onboarding process as well as serve as a database of knowledge for everything you need to know to be a successful Benefits Educator.
Notary Acknowledgement Form for I-9 Documents
FAQ
Health Care Glossary
W-4 Form
SourcePointe
Equipment Usage and Return Policy
BE Handbook
Compensation and Expense Guidelines
Fax Number 877.455.1538
Mock Enrollment PowerPoint
Mock Enrollment Video
GPS: 200
GPS: 100
Technology II
Infusing Influence
Greenlight Expectations
CDHP Migration I
Voluntary Benefits II
Technology I
Core Benefits & BE Checklist
CDHP Migration II
GPS Trainings will begin this summer. You will be notified when to begin your trainings!
Voluntary Benefits I
GPS Login
GPS Curriculum
GPS Help Guide
Click the buttons below for more information
First you will open your browser on your computer. Follow these instructions to login If you are not able to login email begps@optavise.com.
Enter URL exactly in your browser optavise.litmos.com Login: Greenlight Email Password: Forgot password email begps@optavise.com
For support, email begps@optavise.com
BE GPS CURRICULUM
click here for instructions
Click here for course curriculum
This Guided Professional Support (GPS) Education Program is designed to provide in-depth education on the skills and technologies necessary to be a successful Benefits Educator.
Training
GPS: Guided Professional Support
Make sure to enter the URL correctly when typing it in to the URL section. Type the URL out exactly and make sure it does not autocorrect to something else. Do not allow predictive text to enter “greenlight” as the company ID. Type it out yourself without a space at the beginning, middle or end of the word. You may need to delete the app and redownload to make this work. Make sure your location services are enabled. If they are not, it may cause the system to not save your punches. The app is mobile-enabled, but doesn’t work well on an iPad or anything older than an iPhone 6. You can use the web interface if you don’t have a smartphone. For all other troubleshooting, contact Matt Simmons at SourcePointe (205-263-6311 or msimmons@sourcepointe.com).
XT Mobile Troubleshooting
X
Click here for more information on Paperless Payroll
Faster access to your pay Saves you time and money Convenience and worldwide acceptance Safe and secure Better money management
SourcePointe has moved to paperless payroll for all employees. If you were previously receiving a check from SourcePointe, they will now provide a prepaid payroll card option. You can also purchase a prepaid card for yourself. Benefits of electronic payroll include:
Paperless Payroll
ddison@coadvantage.com
205.263.6334
Dianna Dison, Payroll Administrator
cculver@coadvantage.com
205.263.6326
Chris Culver, Technology & Onboarding
The CoAdvantage Team
To make changes to your tax withholdings, go to the website (www.sourcepointe.com), select "Client & Employee Access," then select "Employee Access." Then you can log in with the username and password you created when you completed your onboarding. Once you are logged in, look for the option on the left that allows you to change your tax withholding.
Change Tax Withholdings
Download the Direct Deposit Change Form
To change your direct deposit information, download the Direct Deposit Change Form below, print and fill out, and email back to Gela Virciglio at SourcePointe (ddison@coadvantage.com).
Direct Deposit Change Form
Failure to provide all information above when submitting for time clock adjustments could result in delayed time for correction.
Benefits Educators must immediately submit any timekeeping errors in writing. If errors are not reported before the end of the pay period in which the error occurred, payroll corrections may not be made until the fourth quarter commitment period concludes. If you need time adjustments made for your current pay period, email bepayroll@optavise.com and provide the following:
Time Adjustments
Time Sheet Submission Tutorial
Link: https://sourcepointetime.cloud.centralservers.com Client ID: greenlight Login ID: personal email address Password: Contact bepayroll@optavise.com
When you log in, you click "TimeCard" to view and approve your time worked.
To view hours worked or approve your time, log in to the timekeeping web interface using the link and credentials below:
View Hours Worked & Approve Your Time
To access your pay stub, go to the website (www.sourcepointe.com), select "Client & Employee Access," then select "Employee Access." Then you can log in with the username and password you created when you completed your onboarding. Once you are logged in, select "Inquiries" on the left of the screen and then “Pay Stubs." For login information email support@sourcepointe.com.
Access Pay Stub
Enter https://sourcepointetime.cloud.centralservers.com into your web browser. This will be bookmarked on your Optavise equipment. You can bookmark on your smartphone for easy access. Client ID: greenlight Login ID: your personal email address Password: contact bepayroll@optavise.com to reset password.
For questions about configuring your StratusTime account, please contact BE Payroll at bepayroll@optavise.com
To access the timekeeping system, follow the instructions below:
How To Clock In or Out
Timekeeping System
Click Here to Download the XT Mobile User Guide
Optavise uses Stratustime as its timekeeping system. Benefits Educators are expected to clock in before starting a shift and clock out when it ends. Onsite Benefits Educators may remain clocked in after a shift if travel is required to get to another client location. Benefits Educators must approve their own timecards at the end of each week. Failure to do so may result in timekeeping errors (i.e. forgotten punches, multiple punches, etc.) that could impact payroll. All timekeeping errors must immediately be reported in writing to bepayroll@optavise.com. If errors are not reported before the end of the pay period in which it occurred, payroll corrections may not be made until the fourth quarter commitment period concludes. For instructions on how to access the timekeeping system, click the "How To Clock In or Out" button on the left.
For employment verification or unemployment claim assistance, email verifications@coadvantage.com.
For employment verification or unemployment claim assistance, click here
SourcePointe Team
Optavise partners with SourcePointe/CoAdvantage for HR and payroll administration. Here is what you need to know.
Payroll & Timekeeping
Contact bepayroll@optavise.com for assistance in signing up.
For after hours support, call 800-930-8808 or email secorporate@cbtravel.com.
205.874.8503
Bill.Barber@cbtravel.com
Corporate Travel Agents
Bill Barber
No Card On File At Hotel?
First, don’t panic! Christopherson Business Travel always emails or faxes the credit card authorization form 24 hours prior to your arrival at the hotel. Unfortunately, these forms can get lost in the shuffle during shift changes at the front desk. Contained in your trip itinerary email is a button that will resend the form right from your phone. If that doesn’t work, call the travel agency after-hours support line at 800-930-8808 or email secorporate@cbtravel.com.
Travel Arrangements
Your full name as it appears on your license Date of birth Home airport Contact information
All travel arrangements for Optavise Benefits Educators are handled by Christopherson Business Travel. When you are assigned to a case, you will be given information on how to contact your travel agent. Be sure to have the following information ready and on hand. Make sure you also share your airline and hotel preferences and corresponding travel ID numbers if you want the points for your trips.
No Card On File at Hotel
Optavise partners with Christopherson Business Travel (CBTravel) for all corporate travel needs.
Travel
All BEs are required to be appointed with Trustmark and Unum in their resident state, as an "Enroller", before the start of each case. Click links below for instructions on how to become appointed with each carrier in your resident state. All of the required information is included on the documents. You may check your Trustmark or Unum appointment status by pulling a PDB report on NIPR.com, or by calling Trustmark or Unum. Assignment staffing is contingent upon the approval of your carrier appointments. Contact our licening team licensing@optavise.com for carrier appointment questions or about the appointment process.
Carrier Appointments
If you are assigned to a case selling long term care insurance (LTCI) products, you will need to become LTCI certified. The states in which you will need to be LTCI certified will be communicated to you at that time. LTCI certification is complicated in that some states are reciprocal, some states require their own specific courses, and some states have no requirements in regards to LTCI certification. If you are instructed to become LTCI certified, Ryan Lundquist can purchase your LTCI courses directly through WebCE. Courses needed to become LTCI are listed below. Reciprocal States: AK, AL, AR, AZ, CO, FL, IA, ID, IL, KS, KY, LA, MD, ME, MI, MO, MT, NC, ND, NH, NJ, NV, NE, OK, OH, OR, PA, RI, SC, TN, TX, UT, WA, WV, WY Non-Reciprocal States: CA, CT, GA, MA, MN, NM, SD, VA, VT & WI No Requirements: DC, DE, HI, IN, MS, NY
Long Term Care Certification
The license authorization form was created in order to streamline the license purchasing process. The form will help us to purchase your licenses in a more timely manner and eliminate extra steps in the process, such as submitting for reimbursement. The document includes the NIPR.com “User Agreement,” along with the questions asked on applications for non-resident licensure. There are four pages of background questions asked by every state, and two pages of state-specific questions. You will be notified before and after your licenses have been purchased. It is your responsibility to us of any changes on the license authorization form that occur from the time you sign the form to the end of you 4th Quarter contract. Again, this authorization form is completely voluntary. If you choose not to sign it, you are required to obtain and pay for your non-resident licenses out of pocket. Optavise will reimburse you 100% of the cost once you have submitted the expense report and corresponding receipts via Certify. We will also double check the active status of any self-reported licenses against NIPR’s Producer Database before reimbursement is processed. If your license application contains any “Yes” answers, you should expect to submit documentation to the NIPR Documents Warehouse or to Kristen Warren. Optavise does not discriminate against individuals with past criminal offenses, however your licenses will not be approved if these requirements are not met. You will be expected to submit appropriate documentation within an appropriate time span.
License Authorization Form
Non-Resident State Licensing
If you have completed the license authorization form (LAF), we will contact you before and after he purchases your licenses. If you have declined the LAF, we will contact you to let you know which states you need to be licensed in for the specific assignment you will be working. Non-resident state licenses need to be applied for as soon as possible. After your licenses have been purchased, there is a chance you may have to complete extra requirements such as proof of citizenship or fingerprints cards. You are responsible for completing these requirements and ensuring that your licenses are approved. You should receive an email from NIPR with specific instructions for each state. Additionally, the instructions for the additional requirements should be included in the email the Licensing team sends to you about purchasing your licenses. Instructions for submitting for each state are listed within the included link. You may submit for reimbursement for the cost of materials needed to complete these requirements, but not the time spent. AL requires proof of citizenship for license approval https://aldoi.gov/LicenseeCZ/Initial.aspx CA requires fingerprints to be submitted for license approval (some exemptions listed below) CDI does not require fingerprints from applicants who were previously fingerprinted as a condition of obtaining an insurance producer license in their resident state. This exemption applies to individuals who currently hold a resident license in the following states: Alabama (effective January 1, 2015), Alaska, Arizona, Delaware, District of Columbia (effective August 9, 2010), Florida, Georgia, Hawaii (effective November 1, 2010), Idaho, Kansas (effective February 1, 2018), Louisiana, Minnesota (effective July 1, 2010), Montana, New Jersey, New Mexico (effective January 1, 2014), Nevada, North Carolina (effective October 1, 2010), North Dakota (effective September 1, 2013), Ohio, Oregon, Pennsylvania, South Carolina (effective January 1, 2017), Tennessee, Texas, Utah, Washington and Wisconsin (effective July 6, 2010). CA NOTE: The "effective date" only means for the one state mentioned before the parenthesis. You may submit your receipts for the fingerprinting process to your Certify.com account for 100% reimbursement from Optavise. http://www.insurance.ca.gov/0200-industry/0020-apply-license/0200-indiv-non-resident/finger-print.cfm FL requires fingerprints to be submitted for license approval You should pay to overnight the fingerprint card to your residence and submit your receipt to your certify.com account for 100% reimbursement from Optavise. You should then have your fingerprints taken at a local Identigo or police dept. and send your fingerprint cards back to the state of FL as soon as possible. https://www.myfloridacfo.com/division/agents/licensure/agents-adjusters/fingerprinting.htm GA requires notarized citizenship affidavit for license approval https://www.oci.ga.gov/AgentPortal/home.aspx
Licensing Information
Courses Required 8 Hour Initial OR 4 Hr Refresher in resident state OR reciprocal state 8 Hr CA course 2 Hr GA Medicaid Course 2 Hr MA Course 2 Hr MN Medicaid Course 1 Hr SD Medicaid Course 4 Hr VA Course 2 Hr VT Course 2 Hr WI Medicaid/Partnership Course
Click Here for Trustmark Appointment (nomoreforms) 1.800.229.4543
Click Here for Unum Appointment 1.800.275.8686
Licensing & Carrier Appointments
Certify has a support center to assist with your questions. Click the links below to view or find more at www.help.certify.com.
Certify Resources
Adding Receipts to Wallet via Email
Forgot Your Password?
Certify Training Videos
Uber Receipts Intergration
Adding Receipts to Wallet Using Certify Mobile
Create New Expense Report
Approved and Unapproved Expenses
Unapproved
Credit Card Interest
Gas Debit Cards
Rental car fuel or mileage while utilizing the weekend allowance
Personal Grooming (manicures, hair appointments)
Fuel when using personal car
Continuing Education Credits
Mileage when using rental car
Hotel Service Tips
Luggage
Laundry
Approved
Rental Car Fuel
Weekend Allowance
Must be approved by manager
Miscellaneous Expenses
Mileage (when using a personal car)
Tolls/Parking/Taxi (Uber & Lyft)
Baggage Fees
Deadlines
To help us appropriately track total case expenses, you will only submit ONE Certify report per assignment.
Reports must be submitted no later than 5PM CST on Saturday after the conclusion of your assignment. (If you miss the Saturday deadline, you will not be paid until the following week.)
This report is due no later than ten days following your final working day of a case. (Reports submitted while a case is in progress will not be approved.)
Account Setup
You should NOT enter ACH information (direct deposit), or change any of the account settings related to currency or taxes. Certify serves only as Greenlight's expense reporting system and is not the method for processing payment.
Follow the link to set up your profile. Please keep up with your personal Certify credentials.
You will receive a welcome email from Certify to establishes your account (check your spam folder if it’s not in your inbox). If you are not able to locate the welcome email please email bepayroll@optavise.com.
How To Use Certify
Certify Account Setup
Optavise utilizes Certify.com to process reimburable expenses for Benefits Educators.
On the Certify login page, select "Forgot your password?" underneath the area where you would enter your Certify login credentials. On the next page, enter your personal email address in the field provided. You may be asked to answer one of your security questions. Enter the answer in the field provided and click "Next". If you do not know the answer to your security question, check to make sure you are using the correct email address for your Certify account. If you are using the correct email address and are still unable to answer your security question, contact Certify Support for help. On the next page, you have the option to choose where your security code will be sent. Select one of the options provided and click "Next." On the "Lost Password Wizard" page, enter the security code you received via email or text message into the field provided. Note: If you exit the Lost Password Wizard at any time before your password has been reset, you will be required to start over at step one. On the next page, enter a new password for your Certify account in the field provided. Confirm your new password by re-entering it into the "Confirm Password" field provided, and click "Next" to save your changes.
How do I reset my Certify password?
Enter this URL exactly in your browser: https://sourcepointetime.cloud.centralservers.com Company ID: greenlight Login ID: your personal email address Password: Contact bepayroll@optavise.com.
How do I log in to the time clock?
First you will open your browser to the StratusTime link on your computer or smartphone. Then follow these instructions to login:
Log in to the Nextiva system using the username and password assigned to you at training. If you are unable to log in, or forgot your username or password, immediately contact your Field Team Member.
How do I log in to Nextiva?
Ex.: Email is jsmith@optavise.com, username is jsmith
Username: the first part of your email address before the @ Password: Password
How do I log in to the BE Portal?
Log in to the BE Portal using the following credentials: If you are not able to log in, or forgot your username or password, immediately contact your Field Team Member.
Log in to your computer using your email and password provided by DirectPath. If you are unable to log in, or forgot your username or password, immediately contact your Field Team Member.
How do I log in to my computer?
Enter the URL provided by your supervisor to access the courses. Log in using the credentials and password provided. If you have trouble logging in or get a message that says "Login failed, please try again," contact Help Desk at begps@optavise.com.
How do I log in to my GPS courses?
Timeclock
Telephony System
BE Portal
Computer or Chromebook
GPS Courses
Login Troubleshooting
MAP Program
Company-paid Term Life Insurance
Geographic flexibility and opportunities to work from home
Company-paid licenses in non-resident states
Competitive hourly wage and per-diem with bonus opportunities
Full-time seasonal position from October to December
Field Services is the support structure for Optavise's national team of Benefits Educators. As the front line of Optavise's personalized benefits education and enrollment service, Benefits Educators provide industry best practices and decades of experience servicing the employees of our clients. By helping navigate the enrollment process, our team of insurance professionals work both telephonically and face-to-face with employees to help them make the best decisions for themselves and their families. Some advantages to working as a Benefits Educator include:
Learn More & Apply
Optavise is always looking for flexible, energetic, and dependable individuals with a postive attitude to join our tean. Learn more and apply below!
Careers
Technical Proficiency Individuals who are comfortable interfacing with people and devices simultaneously; who understand basic equipment and enrollment platform functionality; who will fully utilize technology and systems at every appointment. Professionalism Individuals who will consistently execute on client goals; who are on time, informed, personable; who understand how to conduct themselves in a professional setting. They don’t make inappropriate or suggestive comments to employees and are an overall positive representative of Optavise. Flexibility and Resourcefulness Individuals who see challenges as opportunities and can adjust course accordingly. Successful BEs adapt well and make the best of any setting, employee demographic, and opportunity. Productivity Individuals who are skilled at positioning voluntary products as supplementary to core benefits plans. They possess communication strategies for making multiple calls to action within each 30-minute employee appointment.
What makes a good Benefits Educator?
Pre-Employment
What is the employment status? Benefits Educators are classified as non-exempt, W-2 hourly employees. What is the compensation model? Benefits Educators receive a competitive hourly rate and daily meal allowance. Any non-exempt employee working overtime will be compensated at the rate of 1.5 times their regular hourly wage for all time worked more than 40 hours each week, unless otherwise required by law. Benefits Educators do not receive commission while on assignment for Optavise. What does “seasonal/full-time” mean? Like most successful companies, Optavise experiences periods of extremely high activity. Benefits Educators work full-time hours (approx. 50 hrs/week) during our busy season (Oct-Dec). What does “geographically flexible” mean? Benefits Educators can live anywhere in the country to hold this position. Travel is required.
Assignments
What is the work week and schedule like? Benefits Educators typically work 50-hour weeks when on an assignment. Optavise establishes the time and duration of working hours as required by workload, client service needs and the efficient management of employee resources. A schedule is built for each Benefits Educator to have 18 individual enrollment appointments per day. How are case assignments determined? Case staffing is handled on a case-by-case basis, with special consideration for client engagement strategy, budget, client employee demographics and cultural fit, client locations, production potential, etc. How far in advance will I know my assignment? Cases are ideally staffed with a minimum of four weeks’ notice. There may be situations where this is impossible. How do I see my appointments during open enrollment? The employees of Optavise clients use an online scheduling tool to select their preferred appointment time during open enrollment. Optavise has a proprietary technology that populates each Benefits Educator’s individual daily schedule. Can I offer my own products to the employees I am enrolling during assignment? Benefits Educators are strictly prohibited from discussing any products outside of the benefits plans being offered by Optavise’s client. Violation of this policy will result in termination.
Compensation and Expenses
How often will I be paid? Payroll is processed one week in arrears every Friday. Pay periods run from Sunday through Saturday. What is the timekeeping system? Optavise uses StratusTime, which operates through web interface.. Benefits Educators are expected to approve their timecards at the end of each week prior to the processing of payroll. What is the daily per diem? Benefits Educators are paid a per diem of $40.00/day for the duration of a traveling assignment. What types of personal expenses are eligible for reimbursement? Optavise utilizes an online expense reporting system called Certify to process Benefits Educators’ expenses. Examples of reimbursable expenses include nonresident license fees, baggage fees, mileage, gasoline, taxis, tolls, parking fees, etc. How do I get reimbursed for nonresident licenses? What documentation do I need to provide? You would prepare a Certify expense report for the appropriate amount. The license confirmation email from NIPR.com (or other licensing site) will serve as your receipt. How can I see my paystub? Go to www.sourcepointe.com, select Client & Employee Access, then Employee Access. From there, you log on with the username and password you created during onboarding. Once logged in, select Inquiries on the left side of the screen and then pay stubs.
Do I have to book my own travel? All travel arrangements for Optavise Benefits Educators are handled by Christopherson Business Travel. All you do is provide your full name, date of birth and home airport, and our travel agency will handle the rest. Make sure you also share your airline and hotel preferences and corresponding travel ID numbers if you want credit for your trips. What are your hotel standards? We want you to be safe and comfortable when you’re traveling for Optavise. We will never put you in a motel with an external door that opens to the parking lot. We frequently book at places like a Marriott Residence Inn, Fairfield Inn and Suites, Hampton Inn, etc. What happens when I arrive at my hotel and there isn’t a credit card on file for my reservation? First, don’t panic! Christopherson Business Travel always emails or faxes the credit card authorization form 24 hours prior to your arrival at the hotel. Unfortunately, these forms can get lost in the shuffle during shift changes at the front desk. Contained in your trip itinerary email is a button that will resend the form right from your phone. If that doesn’t work, the travel agency offers an after-hours support line: (800) 930-8808. What about going home on the weekends? Optavise recognizes there will be times a Benefits Educator may be scheduled away from home for more than three weeks. If this should occur, Optavise will authorize them to travel home for the weekend. This is contingent upon Optavise receiving notification a minimum of 16 business days prior to the date of travel, and travel must be booked 14 days in advance. Do I have to fly or can I drive? The agents at Christopherson Business Travel are tremendous stewards of Optavise’s budget. The decision to fly or drive is yours, as long as it makes financial sense for the company and logistical sense for you and your assignment. Do I get a rental car when I'm traveling for an assignment? Benefits Educators driving from case training to their first location will pick up a rental car as soon as they arrive in the city where training is being held. Benefits Educators flying from case training to their first location will not receive a rental car for the two-day training. They will pick up a car at the airport upon arrival in the city of their first location.
What kinds of classes are offered in training? All Benefits Educators are required to complete ten Guided Professional Support (GPS) distance-learning classes prior to the fourth quarter. The GPS curriculum includes courses on voluntary benefits, product placement, influential communication, consumer-driven health plans, Optavise technology, Optavise expectations, and more. When do I get trained for a case assignment? The first two days of a case are always dedicated to focused training on the specific benefits package being offered by Optavise’s client. This is almost always handled in person in a classroom-style setting at a hotel in Birmingham or near the client’s corporate office. Do I get paid for training? Yes. Benefits Educators are paid hourly for completion of all GPS coursework and case training. Does this training count for CE credit? No, Optavise trainings do not count for CE credit.
Licensing
What type of license is required for this position? At a minimum, you are required to hold your resident state life and health producer license. Depending on client location, additional licenses will be required. How do I apply for a nonresident license? Go to www.nipr.com and/or www.sircon.com to apply for a nonresident license. Who pays for nonresident licenses that are required to work an assignment? Optavise will reimburse you for 100% of the cost for obtaining a nonresident license for an assignment. Do I need to pay for renewal of my individual resident licensing? Yes, it is your responsibility to keep up with your resident license. Optavise will not pay to renew your resident license. What about nonresident licenses that are about to expire? Optavise will only renew expiring nonresident licenses when they are required for a known upcoming assignment. What about Continuing Education (CE) credits? Optavise does not offer CE to renew your resident license. All CE credit fees are your responsibility.
Expectations
Frequently ASked Questions
Field Services Team
205.719.6118
Jesika Cater
jesika.cater@optavise.com
ashley.rhodes@optavise.com
Ashley Rhodes
Training Team
Field Team
Michael Uffinger
muffinger@directpathhealth.com
205.380.9504
Ryan Lundquist
ryan.lundquist@optavise.com
michael.uffinger@optavise.com
205.255.1773
205.719.6112
Luann Heer
luann.heer@optavise.com
Contacts
205.598.8252
Larry Edwards
Larry.edwards@optavise.com
Learn More About Optavise
More than 150 clients have been ranked as a “Best Place to Work”
Only company integrating year-round benefits education, communications, health care advocacy and cost transparency
Compelling ROI story with Fortune 1000 companies
Founded and focused on health care benefits
engagement
average engagement rate for 1:1 education sessions
95%
satisfaction
of employees taking advantage of 1:1 conversations find them to be very or extremely helpful
80%
productivity
increase in HR staff productivity
20%
savings
savings in benefits costs
8-12%
A healthier, happier workforce comes from employees who are satisfied with their workplace benefits. Optavise offers a unique combination of innovative technology, flexible voluntary insurance products and experts who educate and communicate to employees about their benefits.
Employees who understand their benefits are....
More likely to be satisfied with their job
More likely to feel valued
94%
About Optavise
Support
If you are unable to log in, or forgot your username or password, immediately contact your Field Team Member(s).
Step 1 - Plug Chromebook power cord in and confirm charging. Step 2 - Plug mouse in and confirm connection. Step 3 - Log into Chromebook with your credentials. Test all keys. Step 4 - Connect to home internet using wifi or ethernet cord. Step 5 - Open Chrome browser, launch the bookmark speed test, run and document results. Step 6 - Launch the BE portal application and login. Step 7 - Sign in to Chrome Broadsoft Dialer (Nextiva) make test call.
Pre-Training Checklist
Mi-Fi Instructions
DirectPath Issued Equipment
Checklist
Equipment
*Binder with materials, chargers, ethernet cable and ethernet adapter
Power on your Mi-Fi device. Press and hold the power button located on the side of the device until “Ellipsis Jetpack” appears on the display screen.
Power on your Chromebook or computer. The Wi-Fi menu can be found at the bottom right-hand corner of the task bar. Click to open the Wi-Fi menu window.
Press the power button to scroll through menu. Press once for data usage, two times for Wi-Fi name and three times for password.
Locate the device name in the Wi-Fi menu window on your Chromebook or computer. Click connect and enter in the password associated with the Mi-Fi device.
Chromebook
Mouse
Headset
Mi-Fi hotspot
Equipment Return Policy
Mi-Fi Troubleshooting Guide
Field support varies from case to case. To ensure that we can provide most effective support, please pay close attention to, and reference all case related communication.
Contact information for your Educator Support Consultant (ESC) and/or Field Analyst (FA) can be found at the bottom of each case specific BE Tip Sheet.
Equipment Resources