PERSONAL FINANCIAL MANAGEMENT PROVIDER USER
PERSONAL FINANCIAL MANAGEMENT PROVIDERUSER MANUALPage 1 of 24
TABLE OF CONTENTSUser Manual . Page 3Appendix A – Creating a PDF . Page 18Appendix B – Adding a joint Debtor Certificate as an Attachment . Page 21Appendix C – CM/ECF Help Desk Information . Page 24PLEASE NOTE:This User Manual was developed by the U.S. Bankruptcy Court, EasternDistrict of Michigan to inform you of the instructions regarding filing theCertificate of Completion of a Personal Financial Management Course. Itshould not be considered legal advice.Page 2 of 24
PERSONAL FINANCIAL MANAGEMENT PROVIDER USER MANUALInstructions for Filing a Certificate of Completion of a Personal Financial Management CourseIntroductionBANKRUPTCY RULE 1007(b)(7)As an approved personal financial management course provider, you are now allowed to filethe certificate of completion of the post‐petition personal financial management course fordebtors directly with the court. Bankruptcy Rule 1007(b)(7) has been amended to streamlinethis process and is scheduled to go into effect on December 1, 2013. As an approved personal financial management course provider, you will need toregister as a CM/ECF limited filer in each court where you will be filing personal financialmanagement course certificates on behalf of debtors. Each court in which you will be filing will provide you with a limited filer agreement. Training material for filing these certificates are included in this document. Go to each court’s public web site for instructions on how to get a CM/ECF login andpassword.Deadlines associated with filing certificates of debtors’ completion of this course are criticallyimportant to the debtor and your responsibilities as an approved course provider. In a chapter 7 or 13 case, if the statement of the debtor's completion of the course isnot filed within 45 days after the first date set for the §341 meeting, amended Fed. R.Bankr. P. 5009(b) will require the clerk to notify the debtor that the case will be closedwithout entry of a discharge unless the statement is filed within the applicable deadlineunder Fed. R. Bankr. P. 1007(c). In a chapter 11 or 13 case, this certificate of completion must be filed no later than thelast payment made by the debtor as required by the plan.The risk to the debtor, if the provider fails to timely file the certificate, is that the debtor’s casecould be closed without a discharge. See Fed. R. Bankr. P. 4004(c)(1)(H).Some courts may revoke a provider’s limited filer privileges if the provider does not file acertificate in a timely manner.Page 3 of 24
The failure to do so could result in the closing of the debtor’s case without a discharge. In the event your limited filer privileges are revoked by a court, the court will notify theExecutive Office of the U.S. Trustees or Bankruptcy Administrator of the revocation.If you need to review what has been filed in a case, you will need to register with the PACERService Center to obtain case information at http://www.pacer.gov/register.htmlPage 4 of 24
Steps for Filing the Certificate of Completion of a Personal Financial Management Course Access to a debtor’s case is through the court’s Case Management Electronic Case Filing(CM/ECF) system. CM/ECF is a Web based software program used by all the bankruptcy courts in thecountry. CM/ECF can be accessed successfully using Internet Explorer 8.0 and 9.0 and MozillaFirefox. Internet Explorer is the recommended Web browser.The following pages provide the steps to file a personal financial management course certificateelectronically to the debtor’s case.Page 5 of 24
STEP 1Internnet AccessTo accesss the court WebW site, oppen Internet Explorer an d enter the URL for the court in thebrowser’’s address fieeld.Note:The Backor Forwardarrow butttons on yourr Internet Exxplorer bar ccanbe used to back up or gog forward inn case proceessing at anyy time.Access too CM/ECF wiill be on the court’s homme page.Pagee 6 of 24
STEP 2Loginss and PasswwordsInternet users, includding personaal financial managementmt course prooviders, attorneys, andtrustees enter their CM/ECFClogin and passwword on this screen:d is issued by each courtt to be used only at thatt court’s webbsite. TheseeA login and passwordo documen ts.logins and passwordss allow electtronic filing of** The user’s login anda passworrd constitutee the electroonic equivalent of their signature. ***** Each useru is persoonally respoonsible for all activity wiith their login. **** The Client code fiield on this screensshouuld be left blank. **Prior to clickingc[Login], a user mustm check thhe box to inddicate that hhe/she undeerstandscompliannce with the redaction ruules:IMMPORTANT NOTICENOF REDACTIONRRESPONSIBIILITY: All fileers must reddactSoocial Securitty of taxpayeer‐identificattion numberrs; dates of bbirth; namess ofminormchildreen; and finanncial accountt number, inn compliancee with Fed. RR. Bankr.P. 9037. Thiss requiremennt applies to all documennts, includingg attachmennts.If an erroor is made enntering loginn and password informa tion before submitting tthe screen,clicking the [Clear] button will deelete the data and alloww you to reennter informaation.Pagee 7 of 24
STEP 3The CM/ECF Main Menu will dispplay.o the variouss modules iss provided byy the blue mmain menu bar at the topp of the screeen.Access toEach seleection is a hyyperlink to anotheraset ofo options orr hyperlinks.This mennu is also useed to exit thee system. Thhe preferredd method too exit CM/ECCF is to click tthe[Logout] link on the main menu bar.** You have access tot the Bankrruptcy menuu. **Click on [Bankruptcy[y] in the bluee main menuu bar as showwn above.Pagee 8 of 24
STEP 4Click on [Personal[Financial Mannagement Coourse Certifficate].STEP 5Enter thee case numbber in the yy‐‐nnnnn formmat, includingg the hypheen and click [[Next].Note:If the system displays a “Cannot finne case xx‐xxxxxx” message, you mayy delete theincorrect caase number and enter thhe case nummber again. In addition, you may useethe browseer [Back] buttton at any timetduring tthis process to verify forrmer screensuntil the finnal submissioon.If you have already access a case during your ccurrent CM/ECF session,, the numberof the last casecaccesseed will be dissplayed. Maake sure the correct casee numberappears.Note:You may caancel an event in process at any timee by clickingg on [Bankruuptcy] on theeMain Menuu and startinng the processs over.Pagee 9 of 24
STEP 6Click on thet event naame below the Availablee Events heaader to selecct it.Personall Financial ManagementMt Course Cerrtificate will display in thhe Selected Events list oonthe right side of the screen.sClick [Neext] to continnue.Page 110 of 24
NOTE:IF YOU AREA FILING CERTIFICATESCS FOR JOINTT DEBTORS, YOU HAVE TTWO (2) OPPTIONS: CAN BOTH CERTIFICATECES INTO ONEE PDF DOCUUMENT AND DOCKET ASS ONE ENTRYYSCORSCCAN EACH CERTIFICATECE AS A SEPARRATE DOCUMMENT AND FILE EACH CCERTIFICATE ASA SEPARATE DOCKET ENTTRY.STEP 7Click [Broowse] to linkk the PDF doocument of thet certificatte(s) to this entry.Page 111 of 24
STEP 8Navigatee to the direcctory where the approprriate PDF filee is located.To verify that you aree associatingg the correctt PDF with thhe entry, pooint to and right click onn thefilename.e pop up meenu to open with Adobee Acrobat.Next, leftt click on theThis will launch the AdobeAAcrobbat Reader too display thee imaged doocument to vverify that thhis isthe correect documennt to associate with this entry.After verrifying the doocument, cloose the Adobbe applicatioon.Page 112 of 24
Click [Oppen] on the Choose File tot Upload dialogue box.Page 13 of 24
The PDF document namenis displlayed in the Browse winndow.Click [Neext].STEP 9System messagemdispplays.d click [Next].Read andPage 14 of 24
STEP 100If you aree filing the certificate(s) in a joint case, a screen will display prompting yyou to selecct theappropriate radio buutton for whoom the certiificate(s) aree being filed.Next].Make your selection and click [NNote:If you don’tt select an option, this messagemwill display:a select thhe appropriaate option froom the screen displayedd above.Click [OK] andPage 115 of 24
STEP 111ext].Click [NeSTEP 122Final doccket text dispplays.Review anda click [Neext].Page 16 of 24
STEP 133Confirmaation that the certificatee is successfuully filed dispplays.4STEP 14When yoou are finisheed filing Perssonal Financcial Managemment Coursee certificatess, log off theeCM/ECF system by cllicking [Logoout] on the blueb menu bbar of CM/ECCF.Page 117 of 24
APPENDIX ACREATING A PDFThere are two primary methods for creating PDF documents: formatting text documents into PDF at the time of creation or scanning imaged documents from paper into PDF.Of these two methods, formatting at the time of creation is preferable. This method reducesthe amount of labor involved, requires less storage space, and allows for text search capability.When Adobe Acrobat is installed on your system, the PDF Writer installs a printer driver.Therefore, when a text document is converted to PDF format it is done similarly to printing thedocument. Users will often refer to PDF creation as “printing the document in PDF.”The PDF Writer is the recommended tool for creating PDF documents from word processingprograms.PDF requirements for the Eastern District of Michigan are outlined in ECF Procedure 8(a) of theAdministrative Procedures for Electronic Case Filing.** The following pages have step‐by‐step instructions for creating a PDF. **Page 18 of 24
Creating PDF files from Word Processing ProgramsConverting a word processing document to a PDF file is as simple as printing it to a standardprinter if you have Adobe Acrobat writer installed on your computer. Once you have input theword processing document or opened a saved word processing file, you proceed as follows:Step 1:Select File Print.Step 2:Choose Acrobat PDF from the Name menu in the printer selection box and clickPrint.Step 3:In the Save PDF File As dialog box choose the locations to save the PDFdocument/file. Enter a file name for your document/file and verify that the “Saveas type” contains the extension for PDF files (*.PDF) and click Save. Your wordprocessing document has now been saved as a PDF document/file.Scanning Paper Documents into PDFFor those documents that must be imaged, the preferred method is to scan the document(s)directly into PDF format using Adobe Acrobat. Scanning to a format other than PDF adds bothdelay and labor. It requires not only the document(s) to be scanned but also to be convertedinto PDF format after scanning. The process for scanning a document directly into PDF formatis as follows:Step 1:Launch Adobe Acrobat. This may be done by clicking on the Adobe Acrobat iconor clicking on Start Programs Adobe Acrobat.Step 2:Select File Import Scan.Step 3:An Acrobat Scan Plug‐in dialog box will appear. Select the correct scanning deviceand format using the down arrows, then click Scan.Step 4:A scan dialog box will appear. Select the appropriate setting for the document youare scanning. The document should be filed in black and white so the file size is assmall as possible. Click Scan.Note: Scan dialog boxes vary depending on printer models.Page 19 of 24
Step 5:Another Acrobat Scan Plug‐in dialog box will appear. If multiple pages are beingscanned, remove the previously scanned page from your scanner and insert thenext page to be scanned and click Next. Once you have scanned all pages, clickDone.Step 6:Once this is done, Adobe will open the scanned document. The document can besaved as a PDF file by selection File Save/Save As.Note:Each PDF being uploaded to the court’s database cannot exceed 5 megabytes. If the PDFexceeds 5 megabytes, you must either lower the resolutions on your scanner or break thedocument into separate parts.Page 20 of 24
APPPENDIX BADDINGG A JOINT DEBTOR CERTIFICATCTE AS AN AATTACHMENTIn a joint debtor casee, when filing certificates for both deebtors in onne docket enntry, you mayyattach thhe Debtor’s certificatecass the main document annd the Joint DDebtor’s cerrtificate as anAttachment.Step A:Scan eaach certificatte separatelyy.Step B:After asssociating thhe Debtor’s certificatecatt the Browsee screen, select “Yes” for“Attachhments to Doocument”.Click [NNext].Page 221 of 24
Step C:Browse for and seleect Joint Debbtor’s certifi cate PDF doocument.escription off attachmentt (Example: Joint Debtoor Certificatee of Complettion).Type dePage 222 of 24
Step D:Click [AAdd to List]. Filename movesmto List box.Click [NNext].Compleete remaining steps of doocketing thee certificatess.Page 23 of 24
APPENDIX CCM/ECF HELP DESK neBay City:Detroit:Flint:(989) 894‐8840(313) 234‐0065(810) 235‐4126Page 24 of 24
CM/ECF is a Web based software program used by all the bankruptcy courts in the country. . [Logo is successfu onal Financ ut] on the b . Converting a word processing document to a PDF file is as simple as printing it to a standard printer if you have Adobe Acrobat writer installed on your computer. .
Provider Transition Plan (PTP) System PTP #AD-003910 Provider Information * Mandatory (required) fields below are marked with an asterisk. Legacy Provider ID * 0 New Provider ID * 0 Provider Name * Demonstration Provider Provide
Medicine provider, but they had insufficient data (i.e., the provider group does not have enough commercial health plan claims data to be evaluated, as required by the statistical requirements of the Provider Excellence Program; the provider group did not have enough quality data; or the provider group does not have enough cost-efficiency data). 3.
Provider ID: 1457472029 Provider Gender: Male Accepting New Patients: Yes Anthony Euser, DO 2801 Purcell St Brighton, CO 80601 303-659-7600 Adams County Provider ID: 1588634810 Provider Gender: Male Accepting New Patients: Yes John Fontenot, MD 1860 E Egbert St Brighton, CO 80601 303-659-4000 Adams County Provider ID: 1033373410 Provider Gender .
Demographic Change Form User Guide . Version 1.0 TX . 10/01/2020. 6. * Type of Provider (Note: Form needs to be completed and submitted for each applicable provider and/or group provider record ID#) A. Individual Provider is a provider who will not be employing another professional provider a.
COMPLETING A PERSONAL FINANCIAL STATEMENT INSTRUCTION . All CSBE Owners MUST Submit An Up-To-Date Personal Financial Statement . Each CSBE Owner Must Provide His Or Her Own Individual Personal Financial Statement . Married Owners, Must Provide Individual Personal Financial
Financial Empowerment 2 Financial education –strategy that provides people with financial knowledge, skills and resources Financial education builds an individual’s knowledge, skills and capacity to use resources and tools, including financial products and services leading to Financial Literacy Financial empowerment includes financial education and financial literacy –focuses .
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Provider Directory Validation Ensure provider directory contains accurate information for members Baseline Study: 80% for initial provider accuracy rate Subsequent Studies: 95% accuracy rate Phase 1: Provider Access Study The four activities included in Phase 1 are described in Figure 1: Phase 1—Provider Access Studies.
