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Basic Navigation
An overview of the features and functionalities of the updated Employer Portal.
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.
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 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.
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.
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.
View Transaction History & Transaction Details
The steps to view transaction history and transaction details.
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.
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.
