Employer Portal
Training Materials
TRAINING MATERIALS
Basic Navigation
Registration & Sign In
Profile Maintenance & Dashboard
Group Overview & Coverage Info
Roster Management
Billing
Transaction History
Secure Messaging
User Management
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Register for the Portal - New Users
The steps to register new users in the portal.
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Register for the Portal - Existing Users
The steps to register users of the existing portal in the new portal.
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Request Portal Access
The steps to request access to the portal.
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Sign In
The steps for subsequent sign ins after registration is complete.
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Recover Username & Password
The steps to recover a forgotten username or password.
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Mapping of Existing Roles to New Roles
A table showing how role names have changed for the new portal.
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Report an Issue (Pre Sign In)
The steps to report an issue with requesting access or recovering a username/password.
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Group Level Navigation
A summary of how to navigate group level information.
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Sub-Group Level Navigation
A summary of how to navigate sub-group level information.
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Group/Sub-Group Level - Add Subscriber
The steps to add a subscriber.
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Group/Sub-Group Level - Update Group Contact Info
The steps to update Group contact information.
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Search for a Member
Two ways to search for a member.
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View & Export Member Roster
The steps to view and/or export a member roster.
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Subscriber Navigation
An overview of how to navigate subscriber information.
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View & Update Member Details - Change Subscriber Address
The steps required to update a subscriber's address (mailing and/or physical).
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Terminate/Reinstate Coverage
The steps to terminate and/or reinstate coverage for a member.
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View & Change PCP
The steps to view and/or change a Primary Care Provider/Physician.
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Terminate/Reinstate a Subscriber
The steps to terminate and/or reinstate a subscriber.
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QLE - Add Dependent
The steps to add a dependent upon a Qualifying Life Event.
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View, Download, & Request ID Cards
The steps to view, download, and/or request benefit ID cards.
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View Billing Details
The steps to view billing details.
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View and Export Invoice History
The steps to view and export invoice history.
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View and Export Payment History
The steps to view and export payment history.
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Make a Payment
The steps to initiate a payment.
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Set Up Auto Pay
The steps to set up auto pay.
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Request for Rebill
The steps to submit a rebill request.
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Create a Message
The steps to create a message.
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Create a Message Using Ask a Question
The steps to create a message using the "Ask a Question" button.
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View & Respond to Messages
The steps to view and respond to messages.
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Report an Issue (Post Sign In)
The steps to report an issue post-sign in.
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Set Up a New User
The steps to set up a new portal user.
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Reset Password/Resend Welcome Email
The steps to reset a user's password and resend a welcome email.
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Deactivate/Reactivate User
The steps to deactivate and reactivate a user.
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Update User Profile
The steps to update a user's profile.