Employer Portal Training Materials

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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

 

Basic Navigation

  • Basic Navigation

    An overview of the features and functionalities of the updated Employer Portal.

 

Registration & Sign In

  • Register for the Portal - New Users

    The steps to register new users in the portal.

  • Register for the Portal - Existing Users

    The steps to register users of the existing portal in the new portal.

  • Request Portal Access

    The steps to request access to the portal.

  • Sign In

    The steps for subsequent sign ins after registration is complete.

  • Recover Username & Password

    The steps to recover a forgotten username or password.

  • Mapping of Existing Roles to New Roles

    A table showing how role names have changed for the new portal.

  • Report an Issue (Pre Sign In)

    The steps to report an issue with requesting access or recovering a username/password.

 

Profile Maintenance & Dashboard

  • Manage Profile

    The steps to edit profile information.

  • Change Password

    The steps to change a password.

  • Dashboard Navigation

    The steps to navigate the portal Home page.

 

Group Overview & Coverage Info

  • Group Level Navigation

    A summary of how to navigate group level information.

  • Sub-Group Level Navigation

    A summary of how to navigate sub-group level information.

  • Group/Sub-Group Level - Add Subscriber

    The steps to add a subscriber.

  • Group/Sub-Group Level - Update Group Contact Info

    The steps to update Group contact information.

 

Roster Management

  • Search for a Member

    Two ways to search for a member.

  • View & Export Member Roster

    The steps to view and/or export a member roster.

  • Subscriber Navigation

    An overview of how to navigate subscriber information.

  • View & Update Member Details - Change Subscriber Address

    The steps required to update a subscriber's address (mailing and/or physical).

  • Terminate/Reinstate Coverage

    The steps to terminate and/or reinstate coverage for a member.

  • View & Change PCP

    The steps to view and/or change a Primary Care Provider/Physician.

  • Terminate/Reinstate a Subscriber

    The steps to terminate and/or reinstate a subscriber.

  • QLE - Add Dependent

    The steps to add a dependent upon a Qualifying Life Event.

  • View, Download, & Request ID Cards

    The steps to view, download, and/or request benefit ID cards.

 

Billing

  • View Billing Details

    The steps to view billing details.

  • View and Export Invoice History

    The steps to view and export invoice history.

  • View and Export Payment History

    The steps to view and export payment history.

  • Make a Payment

    The steps to initiate a payment.

  • Set Up Auto Pay

    The steps to set up auto pay.

  • Request for Rebill

    The steps to submit a rebill request.

 

Transaction History

  • View Transaction History & Transaction Details

    The steps to view transaction history and transaction details.

 

Secure Messaging

  • Create a Message

    The steps to create a message.

  • Create a Message Using Ask a Question

    The steps to create a message using the "Ask a Question" button.

  • View & Respond to Messages

    The steps to view and respond to messages.

  • Report an Issue (Post Sign In)

    The steps to report an issue post-sign in.

 

User Management

  • Set Up a New User

    The steps to set up a new portal user.

  • Reset Password/Resend Welcome Email

    The steps to reset a user's password and resend a welcome email.

  • Deactivate/Reactivate User

    The steps to deactivate and reactivate a user.

  • Update User Profile

    The steps to update a user's profile.