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Edge Provider Portal Registration Guide: Release Date: September 8, 2022

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0% found this document useful (0 votes)
53 views17 pages

Edge Provider Portal Registration Guide: Release Date: September 8, 2022

J

Uploaded by

abriannawhite60
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 17

ebt EDGESM Provider

Portal Registration
Guide
Release Date: September 8, 2022
ebt EDGESM Provider Portal Registration Guide

Table of Contents
1 Overview ............................................................................................................................ 3
2 Accessing the Provider Portal ......................................................................................... 4
Logging In ................................................................................................................................ 4
First Time Registration ............................................................................................................ 5
Online Registration ........................................................................................................... 5
Provider Registration .................................................................................................... 6
Provider Registration (Step 2 of 5) ............................................................................... 8
Provider Agreement (Step 3 of 5) ................................................................................. 8
Provider Agreement (Step 4 of 5) ................................................................................. 9
Field Descriptions ................................................................................................ 9
Provider Agreement (Step 5 of 5) ................................................................................12
Forgot My Password ...............................................................................................................13
3 Frequently Asked Questions ...........................................................................................16
All Providers ............................................................................................................................16
North Carolina Utility Providers .............................................................................................17

Copyright © 2022 FIS™ and/or its subsidiaries. All Rights Reserved.


ebtEDGE is a registered trademark of FIS. FIS confidential and proprietary information.
Document Date: September 8, 2022
2
ebt EDGESM Provider Portal User Guide

1 Overview
This short guide explains how to complete a contract and register to use the Provider Portal.
The guide also includes instructions for resetting your password and a section for Frequently
Asked Questions.

After you complete your registration, you can perform the following tasks:

• Review and update your provider information, such as hours of operation


• Review your provider contract with FIS
• View deposits and transactions
• Order supplies
• Get help and read program information
See the ebtEDGE Provider Portal User Guide for those functions. The user guide is available on
the Documentation tab after you have logged on as a contracted and registered user.

Copyright © 2022 FIS™ and/or its subsidiaries. All Rights Reserved.


ebtEDGE is a registered trademark of FIS. FIS confidential and proprietary information.
Document Date: September 8, 2022
3
ebt EDGESM Provider Portal User Guide

2 Accessing the Provider Portal


This section includes instructions for providers to log in to the Provider Portal and register
online.

Logging In
The following procedure is intended for registered users for logging in to the application.

Note: New users must complete the First Time Registration procedure before they can log in to
the application.

To log in to the Provider portal:

1. Go to the ebtEDGE home page (www.ebtEDGE.com).

ebtEDGE Home Page

Copyright © 2022 FIS™ and/or its subsidiaries. All Rights Reserved.


ebtEDGE is a registered trademark of FIS. FIS confidential and proprietary information.
Document Date: September 8, 2022
4
ebt EDGESM Provider Portal User Guide

2. Click Provider Login in the left navigation bar. The Provider Log In page displays.

Provider Log In Page

3. You can view relevant documents by selecting from these options in the green banner at
the top of the page:

• Agreements
• POS Download
• Manuals
4. Enter your User ID and Password in the respective fields.

5. Click the Login button.

First Time Registration


Follow the instructions below to register as a provider online.

Note: Before you can register, you must follow your state’s guidance to obtain an FIS Provider
ID, either from the State or from FIS directly.

Online Registration
The Provider Registration screen is used for online registration. Click the Complete your
contract or register online now link on the Log In page.

Copyright © 2022 FIS™ and/or its subsidiaries. All Rights Reserved.


ebtEDGE is a registered trademark of FIS. FIS confidential and proprietary information.
Document Date: September 8, 2022
5
ebt EDGESM Provider Portal User Guide

The Provider Registration screen displays.

Provider Registration Page

Provider Registration
The Provider Registration page displays fields in two sections:

• Provider Identification
• User Access
Note: You must enter valid information for all fields in the Provider Identification and User
Access sections, and then click the Continue button to begin the online registration process.
Warning messages may appear to help you enter the required information accurately.
Copyright © 2022 FIS™ and/or its subsidiaries. All Rights Reserved.
ebtEDGE is a registered trademark of FIS. FIS confidential and proprietary information.
Document Date: September 8, 2022
6
ebt EDGESM Provider Portal User Guide

Provider Identification Section


1. Enter the FIS provider identification number in the FIS Provider ID field.

Note: Follow your State’s guidance to obtain your FIS Provider ID, either from the State
or from FIS directly.

2. Enter your contact phone number in the Provider Phone # field.

3. Select the appropriate item from the State or Program drop-down list.

4. Enter the last four digits of your bank account number in the Last 4 digits of Provider's
Bank Account # field.

Note: This field is disabled if you selected “New Provider” from the State or Program
drop-down.

You can hover over the Help? link to view how to locate your bank account number.

User Access Section


1. Enter a valid email address in the User ID field.

Note: The email address must be unique in the Provider Portal. You cannot register
using an email that has been registered previously.

2. Enter the email address that you entered in the User ID field again in the Re-enter User
ID field.

3. Enter your password in the Password field.

4. Enter the password that you entered in the Password field again in the Confirm
Password field.

5. Select three different questions from the Challenge Question drop-down lists. There
are many Challenge Questions currently in the list; examples are:

• What is your city of birth?


• What is your favorite beverage?
• What is your favorite food?
6. Enter your answers to the selected questions in the Challenge Response fields.

7. Enter the CAPTCHA text in the text box.

8. Click the Continue button to begin the online registration process. The Provider
Registration (Step 2 of 5) screen displays.

or

Click the Cancel button if you want to clear the entered fields and enter them again.

Copyright © 2022 FIS™ and/or its subsidiaries. All Rights Reserved.


ebtEDGE is a registered trademark of FIS. FIS confidential and proprietary information.
Document Date: September 8, 2022
7
ebt EDGESM Provider Portal User Guide

Provider Registration (Step 2 of 5)


1. Click the View Agreement button. The system displays the State’s Agreement form.

Step 2 of 5 – Provider Registration

2. Click the Continue button. The Provider Agreement (Step 3 of 5) screen displays.

Provider Agreement (Step 3 of 5)


Follow the instructions given on the screen.

1. Select the check box to acknowledge that you have read and agreed to the agreement.

Step 3 of 5 – Provider Registration

2. Click the Yes. I accept these terms button. The Provider Agreement (Step 4 of 5)
screen displays.

Note: If you do not agree and click the No. I do not accept these terms button, then
you will be directed back to the Log In page. If you click the Back button, you will be
directed to the previous page to review the agreement.

Copyright © 2022 FIS™ and/or its subsidiaries. All Rights Reserved.


ebtEDGE is a registered trademark of FIS. FIS confidential and proprietary information.
Document Date: September 8, 2022
8
ebt EDGESM Provider Portal User Guide

Provider Agreement (Step 4 of 5)


1. Enter the requested information and select the appropriate options given in the screen.

Step 4 of 5 – Provider Information

Field Descriptions

Address 1
Display Only
The first line of the Provider’s street address.

Address 2
Display Only
The second line of the Provider’s street address.

City
Display Only
The Provider’s city.

Copyright © 2022 FIS™ and/or its subsidiaries. All Rights Reserved.


ebtEDGE is a registered trademark of FIS. FIS confidential and proprietary information.
Document Date: September 8, 2022
9
ebt EDGESM Provider Portal User Guide

State
Display Only
The Provider’s State.

Postal Code
Display Only
The zip code of the Provider’s address.

Use of Point of Sale (POS) Terminal


Select the appropriate option:
• Payment using the Web (Internet) / Payment using the Phone (IVR)
• Monthly POS Terminal Fee

Connectivity Type of POS Terminals


Select the appropriate option:
• No POS Terminal needed
• Dial up only
• Broadband Internet with Dial backup

PIN Pad Requirements


Select this option if you require an external PIN pad:
• External required

First Name
Enter the first name of the contact person for the Provider.

Last Name
Enter the last name of the contact person for the Provider.

Phone # (if different)


Enter the phone number of the Provider’s contact person if it is different from the
primary phone number shown at the top of the page.

Email
Enter the Provider’s email address.

Emergency Phone #
Enter the emergency contact phone number of the Provider.

Copyright © 2022 FIS™ and/or its subsidiaries. All Rights Reserved.


ebtEDGE is a registered trademark of FIS. FIS confidential and proprietary information.
Document Date: September 8, 2022
10
ebt EDGESM Provider Portal User Guide

IRS Legal Filing Name


Enter the legal name of the Provider’s enterprise used for tax filing purposes. If
the Provider files with a Social Security Number (SSN), the IRS legal name
CANNOT be the name of the company. The SSN must match the person the
SSN is assigned to.

Federal Tax ID or SSN


Enter the Federal Tax Identification number or the Social Security Number of the
Provider. Then, select the correct option:
• Federal Tax ID
• SSN

Type of Business
Select the type of business. Options include:
• Corporation
• Individual / Sole Proprietor
• Partnership
• Nonprofit / Tax-exempt
• Government Entity
• LLC
• Foreign Entity
Note: If you check "Foreign Entity", you must complete and provide FIS with a
signed form W-8BEN Certificate of Foregin Status of Beneficial Owner for United
States Tax Withholding.
Download from https://www.irs.gov/pub/irs-pdf/fw8ben.pdf

Bank Routing Number


Enter the bank routing number of the Provider.

Re-Enter Bank Routing Number


Re-enter the bank routing number.

Bank Account Number


Enter the bank account number of the Provider.

Re-Enter Bank Account Number


Re-enter the bank account number.

Copyright © 2022 FIS™ and/or its subsidiaries. All Rights Reserved.


ebtEDGE is a registered trademark of FIS. FIS confidential and proprietary information.
Document Date: September 8, 2022
11
ebt EDGESM Provider Portal User Guide

Account Type
Select the type of bank account. Options include:
• Checking
• Prepaid
• Savings

Transaction Processing Cutoff Time


Enter the time of day that the Provider cuts off transaction processing each
business day.
Then, select AM or PM.
2. Click the Continue button. The Provider Agreement (Step 5 of 5) screen displays.

Provider Agreement (Step 5 of 5)


1. Enter your name in the Signed By field and and your business title in the Title field on
the screen.

Step 5 of 5 – Provider Agreement

2. Click the Continue to ebtProvider button to submit the contract.

Provider Registration Confirmation


The Provider Registration Complete page displays a confirmation message indicating that the
online registration process was successfully completed.

1. Click the Continue to ebtProvider button to begin using the application.

2. Click the Log off button to return to the Provider Log In page.

Copyright © 2022 FIS™ and/or its subsidiaries. All Rights Reserved.


ebtEDGE is a registered trademark of FIS. FIS confidential and proprietary information.
Document Date: September 8, 2022
12
ebt EDGESM Provider Portal User Guide

Forgot My Password
If you forget your password, you can request a new one.

To request a new password:

1. Click the Did you forget your password link on the Provider Log In page.

Provider Log In Page

The Forgot Your Password page displays:

Forgot Password – User ID

2. Enter your email address in the User ID field.

3. Enter the CAPTCHA text that you see on the screen in the text box.

4. Click the Next button or click the Cancel button to return to the Provider Log In page.

Copyright © 2022 FIS™ and/or its subsidiaries. All Rights Reserved.


ebtEDGE is a registered trademark of FIS. FIS confidential and proprietary information.
Document Date: September 8, 2022
13
ebt EDGESM Provider Portal User Guide

The Answer Your Challenge Question(s) page displays

Forgot Password – Challenge Question

5. Answer the challenge question that appears; you must enter the same challenge
response that you entered when you registered.

6. Enter the CAPTCHA text in the text box.

7. Click the Next button.

After you click Next, FIS sends an email to you with a temporary password. The email
will be sent from FIS eAccess.

8. Click OK on the Log In Using Using Temporary Password page to return to the Log In
page.

Confirmation with Instruction

9. Log in using the temporary password sent in the email.

The application prompts you to immediately enter and re-enter a new password.

Copyright © 2022 FIS™ and/or its subsidiaries. All Rights Reserved.


ebtEDGE is a registered trademark of FIS. FIS confidential and proprietary information.
Document Date: September 8, 2022
14
ebt EDGESM Provider Portal User Guide

10. Click on Continue to return to the Log in page.

11. Log in again to the Provider Portal with your new password.

Copyright © 2022 FIS™ and/or its subsidiaries. All Rights Reserved.


ebtEDGE is a registered trademark of FIS. FIS confidential and proprietary information.
Document Date: September 8, 2022
15
ebt EDGESM Provider Portal User Guide

3 Frequently Asked Questions


All Providers
Question: What should I do if I’m not able to complete the registration online (using the
Provider Portal)?

Answer: If you’re not able to complete the online registration, you can print the North Carolina
Provider Agreement form and follow the instructions provided to complete and return your
agreement to FIS. The agreement can be found under the Agreements tab on the Provider
Portal Log In page.

Question: How do I update my bank information for my direct deposit?

Answer: Complete a Bank Information Change Request form and submit it to the Merchant
Services Team at FIS. The form can be found the Documentation tab of the Provider Portal or
by calling the helpdesk at 877-262-9905.

Question: How do I add a contact to my FIS account?

Answer: Complete a Change Contact Information Request form and submit it to the Merchant
Services Team at FIS. The form can be found the Documentation tab of the Provider Portal or
by calling the helpdesk at 877-262-9905.

Question: What should I do if there is a change in ownership in my business, but the Tax
information is remaining the same?

Answer: Please complete a new North Carolina Provider Agreement and follow the instructions
on the form to return it to FIS. The agreement can be found under the Agreements tab on the
Provider Portal Log In page.

Question: What should I do it there is an ownership change in my business and the Tax
information is changing?

Answer: Please work with NC Fast to create a new profile; once your new profile is created,
please complete the North Carolina Provider Agreement by registering online (using the
Provider Portal).

Copyright © 2022 FIS™ and/or its subsidiaries. All Rights Reserved.


ebtEDGE is a registered trademark of FIS. FIS confidential and proprietary information.
Document Date: September 8, 2022
16
ebt EDGESM Provider Portal User Guide

North Carolina Utility Providers


Question: How will I receive my NC utility payments?

Answer: North Carolina will send FIS an ACH payment file. FIS will pass the payments through
to the account you identified during the registration process. If you are inquiring about a
payment, please contact the ENERGY PROVIDER HELP DESK at 919-813-5460, Monday
through Friday, between 8:00 am ET and 6:00 pm ET.

Question: What should I do it there is a discrepancy with the amount that was deposited in my
account?

Answer: FIS will only pass through what the state sends them in the ACH file. Please contact
the ENERGY PROVIDER HELP DESK at 919-813-5460, Monday through Friday, between 8:00
am ET and 6:00 pm ET.

Question: I received a payment from FIS; what is included in this payment?

Answer: FIS will only pass through what the state sends them in the ACH file. For payment
details, please contact the ENERGY PROVIDER HELP DESK at 919-813-5460, Monday
through Friday, between 8:00 am ET and 6:00 pm ET.

Questions: What should I do if I did not receive all the payments listed on my 1099K?

Answer: FIS will only pass through what the state sends them in the ACH file. For payment
details, please contact the ENERGY PROVIDER HELP DESK at 919-813-5460, Monday
through Friday, between 8:00 am ET and 6:00 pm ET.

Copyright © 2022 FIS™ and/or its subsidiaries. All Rights Reserved.


ebtEDGE is a registered trademark of FIS. FIS confidential and proprietary information.
Document Date: September 8, 2022
17

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