Ongoing Administration
Guidance on the key administrative steps that happen after go-live.
- What Is the COBRA Election Process?
- How Do Eligibility Rules Work in the Portal?
- How Do Members Submit Out-of-Network or Self-Paid Medical or Pharmacy Claims for Reimbursement Through the Portal?
- What Is Enrollment Auditing and How Do I Use It?
- How Do I Invite New Employees to Enroll in the Plan?
- How Do I Edit Demographic Information for Members?
- How Do I Request a New ID Card?
- How Do I Download Plan Resources Like Welcome Letters, ID Cards, or Proof of Insurance?
- How Do I Change My DPC / PCP Election?
- What Happens If Member Addresses Are Undeliverable?
- Where Can I Find Plan Documents Like the SPD or SBC?
- Where Can I Access Reports in the Portal?
- What Can I Do in the Member Portal?
- Where Can I Find COBRA Resources?
- How Do I Add or Remove Members from the Plan?
- Why Are Coordination of Benefits, PHI Release & Actively at Work Forms Important — and How to Assign Them
- How Do I Download an EOB (Explanation of Benefits)?
- What Should I Do if HRIS Enrollment Isn’t Synced or Working Correctly?