website tutorial 6-07

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Informations

• Publié par: Phuem
• Nombre de lectures: 9
• Langue: English

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Employer Module Training Document

Employer

Client Tab 

The Client tab has two options on the menu:

 Invoice Inquiry – Allows you to view the details on current and past invoices.

 Employers – Allows you to view various groups or divisions within a company.

 Requests - Allows you to view any pending requests you’ve made through the website.

Invoice Inquiry

To see the details on current or past invoices select the Invoice Inquiry option.

To Conduct an Invoice Inquiry To conduct an invoice inquiry, go to the Invoice List page and enter your search criteria: invoice number, invoice period, group name, or group number, and click Search. You can receive a list of all invoices by clearing the input fields, and click Search.

 The Invoice List page is displayed with your search results. Click on the desired Invoice No. and the Invoice Detail page is displayed.  Review the invoice detail. Click Done to return to the Invoice Detail page. You can also perform a new search from this screen by entering new search critera.  Click Cancel to quit any operation.

Employers The Employers option allows you to look at the various groups or divisions that are within a company. Some companies may only have one group. To View Details About An Employer Group 

To view details about an Employer Group, go to the Group List page and click on the appropriate group name link. The Employer Group Detail page is displayed.

 The Employer Group Detail page shows the employer’s general and group policy information.  Group Name – The group name link will display the Policy Detail page.  The Employer Group Detail page also allows an employer to set up keys and new employees.  Click Cancel to quit any operation.

To View a List of Employees

To view a list of employees, click View Employees.

A list of employees is displayed. Click the Name link for the employee you want to review; the Employee Detail page comes up.



You can edit the member’s social security number, mailing address or phone number by clicking Edit from this screen. Click Done to return to the Employee List page.

To edit other member information such as: plan type, dependent add/term, facility selection or order id card click View Member Detail.

From the Member Detail  screen, you are able to make any types of changes for your employees. Click on any of the links. Click Done or Submit when finished.

Reminder:  All transactions must be completed by 3pm PST. All transactions will reflect on the website and the SafeGuard billing system (NOVA) the following morning. Please allow the system more time at the end of the month.

To Add Information for New Employees

There are two steps to add an Employee. The first step is to click on Add New Employee from the Employee List screen. Complete the screen and click submit. From there you are directed back to the Employee List screen.

The second step is to provide enrollment information on the newly added employee’s file. To do this, click on the Employee and the Employee Detail page is displayed. Click on Enrollment. You will then be taken through screens that require effective date and plan selection. You may also add dependents through this process.

Click Submit when done.

Provider

Provider Search 

This option allows you to search for provider types who participate in your network. When you select the Provider Search option a list of provider categories are displayed. The steps to perform a provider search are basically the same for each category, however, the categories help narrow your search results.