Training Materials
Contents
1. Disability Claims Short Term Disability Case Number 123456 Case Name ABC cO Long Term Disability Loss of Sight Dismemberment FirstName POHN LastName SMITH Once you have completed your Member lo 123456709 on line entries you will be able to print the claims form for signature and completion inate can ie bis Lia Chalma Dieahdtty Chalma C Life of Dependent Lite Short Term Disabiity C Accelerated Death 1 Long Term Disabitty O Accidontal Death C Loss of SigtaDiamombermont C Life Waleer of Premium Group Function Employer Details Review preferences and general group information here O Billing This tab allows you to view summary information for all open invoices Addi tionally this functionality provides details on month ly activity invoice number and total amount due O Reports You can use this tab to view Employee Rosters Generate Activity Reports EmployerAccess UNICARE Healthy Dose of Inggvation Welcome UPI AR o 6 Provider Finder 2 Help Log out 0 O J Memberehp mm a egos prom Group Name ABC CO Group 123456 Number EmployerAccess Overview Welcome to EmployerAccess our state of the art benefits management system Billing Entities Billing Entity Number Amount Due ange Logi orma 123456 8 599 86 Total Amount Due 8 599 86 View Change Member Information Member ID Pending Activity View All Member Subscriber Name yp2. EMPLOYERACCESS Online User Manual for Large Groups Sm UNICARE A Healthy Dose of Innovation Table of Contents Introduction to EmployerAccess is page 2 Name Math te so dose NT page 5 New Enrollments ect ac doc ie rotep a alt A A A E ee aeadead page 6 Selecting Probation Types ii AA A aig page 7 A entertain ear E TR CoP CET RE oO page 8 Select oa 1 IA PP A A neo apes peo anne aaa page 9 Assign COMETIDO iia page 10 Other A A page 12 Enrollment Verification o ci ll page 13 Existing Member Maintenance cio page 14 Add Dep ia page 15 Add CO AR page 17 A A apeaibehe ates ER E ER page 18 A CV a ie eta ate hs cay aa A E A alate genta page 19 S ee S10 C0 cic Reem eet ene ee a e a A a ee Roe eee page 20 A A page 21 Edit Personal nto tonada al as a lla ad do page 22 Eq E A Oey SECA ee ear A Pere re eee E page 23 E page 24 Gro p Funcion sene cele cei Rak cate oa ar aah ranae a eee eee a Eas page 26 Penditig Activity a Id ici page 27 Group BUS dotan page 28 Invoice Details Si page 29 Pay Onlinen e deco ne A A page 31 Frequently Asked Questions Introducing EmployerAccess EmployerAccess at www unicare com your one stop health management web portal UniCare is making it easier for you to do business with us In addition to the helpful resources already available on our Web site www unicare com EmployerAccess our on line transaction service has been updated to provide e Enhanced content e Improved ava
3. 123456789 SMITH JOHN 1 123456709 SMITH JOHN 2 123456780 SMITH JOHN 2 123456789 SMITH JOHN 1 123456709 SMITH JOHN ILSG30C EE 1 173455700 SMITH JOHN UFFSOMM ER 1 123456789 SMITH JOHN HMOINFER EE 1 123456709 SMITH JOHN ILPPOONH Ef 1 30 00 171455700 SMITH JOHN LIFE1SOK EE 1 229 50 123456789 SMITH JOHN LSG500 EE 1 261 92 123456709 SMITH JOMN irr EE 1 30 00 17155700 SMITH JOHN HONS ER 1 123456789 SMITH JOHN LIFE1SOK EE 1 123456709 SMITH JOHN MOMPER FAM 3 123455700 SMITH JOHN ILFFSONH FAM 3 123455789 SMITH JOHN LIFEISOK EE 1 Subtotal Rate Change Legend B New Age Rate E Next Bill Reflects new Age Rate F New Area Category amp Next Ba Reflects New Age C New Area Category Rate D New Age Rate amp Age Category Tip You have the option to pay online from almost any screen in Billing Look for a green button that says Pay Online Now Pay Online EmployerAccess offers you the convenience and flexibility of paying your monthly bill s online You have the option to pay multiple invoices at one time 0 Enter the amount you would like to pay in the Payment Amount Selected box 2 Choose to pay using a single account or multiple accounts O Click Continue EmployerAccess Weeene John Smith er Fnde He UNICARE forme Repote Profits ite Enters Open tances Select Paymert Amount Select Payment Amount Group Number 123456 Group Name ABC CO June 2006 1234967801 222 54
4. Billed Amount 3 232 54 Amount Due 3 232 54 Biled Amount 3 232 54 Amount Due May 2006 1224567091 Pay using a Single Account O Pay using Multiple Accourts Frequently Asked Questions Can there be more than one administrator at a group who can process eligibility on EmployerAccess e Yes Each administrator requesting access to EmployerAccess needs to complete the Username Policy and Usage Agreement Each group administrator will receive their own user ID and PIN allowing them to access EmployerAccess Can a group s third party administrator process the eligibility e Yes We require a written request from the group if they use the services of a third party on their behalf UniCare will need to approve the use of this third party administrator The Internet Eligibility Agreement as well as the Third Party Agreement will need to be signed by the group What is the turnaround time once a group administrator has processed activity through EmployerAccess e Once the group administrator receives the message that the requested action was successfully completed the information is in the UniCare system immediately Are groups required to submit membership forms i e enrollment change once activities are processed through EmployerAccess e No The group is responsible for maintaining the eligibility documentation This is noted in the Internet Eligibility Agreement under Section IV Part A Establis
5. Coverage Delete Add New Subscriber Billing Entities Member 0 Siling Entity Number Amoum Due 12456 0 599 06 Total Amount Due 8 599 86 Provider birder Halr ontact lia Log out Your search will bring up an Employee Dependent Details page from which you can view specific information about an employee and easily access different benefit options by using the buttons displayed Add Dependent s Simply click the button Add Dependent in Employee Dependent Details to add or re enroll dependents to an enrolled em ployee s subscriber s coverage Newborns and new spouses are eligible for coverage on the event date i e birth date or date of marriage New spouses and newborn dependents may be added through EmployerAccess within 31 days of marriage or birth A dependent spouse and or child ren may only be added during the group s open enrollment period Loss of dependent s coverage cannot be completed online For more information on the addition of dependents please consult your UniCare group administrator manual or call UniCare customer service at the number listed on your UniCare premium invoice UNICARE EmployerAccess varone UP Andas tor f B Henrtet slap Empore Dependent Detats Employee Dependent Details Gubecnber Hare Joo saan Oroup Nime ABCCO Membe 10 173454709 Oroup Number 173456 WCO Mere ec pastiche aa ee Adarets 100 MAN ST BARRINGTON A 60010 AA AA Poema Nui AA ATA
6. Social Security number in the blank box then click Search UNICARE EmployerAccess Vietcoma WN Admin nte tes pronto Finder E Heip los EmployerAccess Overview Welcome to EerplomAccess cur state of De art benefits management tyidam Pending Activity Mente AS ATEN 121440799 JOHN SMITH Jawi View Change PeT U Si gt n 23458789 JOHN SMITH JSMITH 23 Member hiormmadan 121416710 JONS Garth wit Member iO 123655789 JOHN SMITH Jamat Ac New Sobsot iber Billing Entities Bang Eres Mante Member O 12450 3 59296 Total Amount Due 8 590 55 To add a new employee enter the Member ID number typically the Social Security number in the blank box under Add New Subscriber then click Submit The first page in the new enrollment process Member Information will appear Name Match If the person you entered has had EmployerAccess NICA RE prior coverage with UniCare even with Welcome UNSC UE E Provider Fade BB Lag on a previous employer you will see this screen This screen is meant to verify Membecsing Name taich the name and social security number Name Match you entered RT SEL EE wm f Las Mame Bim Dato A Ir a Enter the employees information in the fields provided Click the Search button New Enrollment Tip Steps are numbered to tell you where you are in th
7. Us Actions Add New Subscriber ID and help employees find 123456789 JOHN SMITH oe a JSMITH123 Resume bead physicians using our on 123456789 JOHN SMITH ae JSMITH123 Besime line Provider Directory 123456789 JOHN SMITH Re JSMITH123 Resume Enrollment Delete 123456789 JOHN SMITH Change JSMITH123 esume O Profile Coverage Delete Use this tab to change your e mail address password and or your secret question Provider Finder Help ContactUs Log out Pending Activity This example shows how your pending activity folder might look Clicking Delete on this screen only removes the action from Pending Activity it does not cancel the subscriber s cover age Cancel Coverage can be accessed from the Employee Details page Note Subscriber info cannot be accessed if that subscriber s ID Number is listed in any user s Pending Activity To ensure full access to all subscriber info please keep pending activity up to date and to a minimum tect UNICARE A tarry Come c bresar EmployerAccess Velcome John Smith F ee Me Bing te Reports Bt Renotts Pending Actrety Pending Activity Case Nome ABC CO Cope Number 123456 Pending Activity D Hunter me A 102131 AM Resumo Dame 1 JSMITHI23 0410 2006 01L0SIO0OPM Resume Delete JEMITH1 23 041 112006 1001 53AM Hesumoe Delete JEMITH123 0411 2006 11 0632PM Resume Delete m 123496709 SMITH JOHN New Enrotment JEMITHI23 0LDIN006 M 123496709 SMITH JOHN
8. can find additional Life and Disability tools within cn A the Reports tab of Employer Access These Life and Disability E Tools will allow you to O Calculate Imputed Income for an employee O Calculate Life or Disability insurance needs for an employee Access Conversion and Portability information and forms Access Self Billed Premium Worksheets and for your group Contest Us Initiate Claim You can initiate a Life and or Disability EmployerAccess INC Claim for your employees here Fillin 2 on FM D k SUSAR the required information and select a claim at the bottom Mermbernhip Employer Hiling CLE Reports CLG Lire amp Disabling Clakns Tools Initiate Cairn Initiate Claim 6 Life Claims As the Oroup Administrator you can inftate Lite andlor Disability Claims for your employees here For all clans ofver fan Shor Term Disability once you have completed your on line enter you will be able to print ine clalma form for signature and Life or Dependent Claim commieaan Accelerated Death e YOU will need to print me claims form for signature and completos Twill 201 be necessary for you or he member to Submil completed and Signed paper form and all documnentabos for Accidental Death the claim to be paid Life Waiver of Premium For Shon Term Disability claims your entries wel be submited to our claims departed for processing and fnbow up Now we ll walk you Trough the claim by ashing you a Series Of Questions
9. click the drop down arrow and EmployerAccess Un CARE select the appropriate medical POCA AS Md mia or dental coverage Fmploye Bing Foma Heporia Profile O If your group offers life amp E a 2a aaa disability products please Select Coverage for Enrollment select here E vias gt Omas Cover age Coverage O When finished click Subscriber Name JOHN SMITH Oroup Nearne ADC CO Continue Member IO 123456709 Group Number 123456 Effective Date 11012006 Signature Date 110112006 Medical Coverage Select One Dental Cowrage Select Ong Short Term Disability Select ne Base Lite Coverage CO E E 6 Provider Finder Help ContactUs Logo Step 5 Assign Coverage This screen appears if an HMO medical plan is selected You have two action items when enrolling an employee s dependents 1 A Check the box to enroll subscriber and all dependents EmployerAccess UNICARE _ in selected coverage Vision John Sent E Provider Finder MB Help ED Log out or Member ship Fo a Forme Repons Profe Membership Member tomates Y Select Covet pre Le Carnie Assign Coverage B Check the box to enroll Assign Coverage for Enrollment individual dependents in each coverage type paeh Coverase O A Check the box to enroll Dinter TEBISETOS Case Naber russ subscriber and all dependents with the same medical primary APA care physician You will need to FP Enroll all memnors in coverage
10. selected gt N A enter a provider number in the me a N PMG IPA box provided 2 B or Moric al Covet nae UNICARE LG MEDICAL 1273456001 Nare B Indicate that no members have selected a medical PCP ota ini ter senda 8 Prove Com Thi Member For Texas HMO enter 0907 or o Subscriber 01 01 1970 04089 for Illinois enter 89Y in the WANE Spouse Female 02021971 PMG IPA box provided ONO or Indeates a Requeed Field C If all enrollees choose different medical PCP s you will need to enter a provider number for each enrollee O Click Continue IO Step 5 Assign Coverage cont This screen appears if a PPO medical plan o JNICARE is selected EmployerAccess bad Varna UPI Adminstrator El Pronto Fotos E Hele gn You have two action items when enrolling gt Eras eto ahap bienda dot mts Y Sade Coves aoe Y eo amp CSA ans Late Cr ap Assign Coverage Assign Coverage for Enrollment 1 A Check this box to enroll subscriber and all dependents in selected coverage Sepsciber Name JOHN SMITH Case Name ABC CO IO Number 113450740 Cate Number 173456 or Cors ape Arma ria Option B Check the box to enroll individual D nro at emerrasers i coverage selectos Select ine Medical Network Select one dependents in each coverage type O Select your Medical Network using the drop down box Or check the box to allow the system to au
11. the blank box next to Reinstate Member Be sure to click all applicable benefits and or dependents Please contact your account service representative for information on how to enroll dependents under a Qualified Medical Child Support Order PM Prisa LALO Cortect Us UNICARE EmployerAccess Kindiy Orts Vikaas Sol Sent E Prowdar Finder E Las out foma Reports Profe Employee Denemers Details Reinstate Member SubtcnberName JOHN SITH Case Name ABC CO IO Number 123456789 Case Number nu Medica Phan UNI LG MEDICAL 12345611008 Name itatu 121 2006 030112006 JOHN SMITH Not Activo Malo Subscriber 01011970 JANG SMITH Not Active Female Child 020211099 02 01 2006 030102006 AMY SMITH Not Acie Female Child 0702000 08 01 2004 1201 2008 r UNILG DENTAL 1234500006 vor R JOHN SMITH Subscriber 01011970 1201005 n JANE SMITH Not Active Female Chis 0290251999 0501 7005 001 7006 r AMY SMITH Not Active Female Child 03032000 0501 2005 12012005 M Vision Plam UNI LG VISION 123456001 Mar t iama alu JOHN SMITH NA Aco Mow Subscriber 0101 1970 0401 2005 1201 2004 r AMY SMITH Not Actve Female Crd 007000 06012005 1310112006 R Fiextle Spending Account FLEXIBLE HEALTH SPENDING ACCOUNT 0301 2006 w 1734560016 Depongert Care Spending FLEXIBLE DEPENDENT SPENDING ACCOUNT 0301 2008 Account 123456001 Lite Coverage BasicDependont Lito BASIC LIFE TERM 1234560017 09 01 2006 E Act
12. 022 33 View Past Payments E gt Manage Employer s Bank Account s gt Manage Billing Email Addresses 28 Invoice Details After selecting an invoice number to review a number of options are available This screen displays your current invoices and the total amount due All the information on this page appears on your statement rc EmployerAccess UNICARE Wetcene Jahn Smith ridet Finder El Help E tog Membership Emplayer Fome Reporte Profilo Uling Entities Opan hmemices invoice Details Invoice Details mO E el 1 Pi hn July 2005 12345678910111 Billing Entity Number 123456 Invoice 1234567891011 Billing Entity Name ABC CO Baling Period 07 01 2005 07 31 2005 Date Billed 06 21 2005 Payment Due Dato 07 01 2005 Member atm Bed coma Overome Ema Details Aduesimonts UNICARE Lile A Health Insurance Company Dependents Chamucs Plan Name 776 559 766 538 00 10 000 59 Plan Namo 778 453 13 769 253 13 9 200 00 Subtotal 1 554 991 72 1 539 91 13 19 200 59 Plan Name 6776 53 59 10 000 53 Plan Name 770 453 13 9 200 00 Subtotal 1 554 991 72 19 200 59 Total Amount Duv 38 401 18 Payments Polit Payments are due and payable in ful upon receipt Payments received after the first day of the month for which coverage is in efect aro doomed late and penatios may apply Premiens must be paid in full by the end of the grace period in order for coverage to continue Reinstatement is at t
13. H000 9 1 16900 1X PERFORMANCE JOAN SIT Achre Male Gubtcebee OUNANaA 1301 0008 UNPLS 1 Prot Emure Awo Female Spouse 031111952 1201 2005 UNPLEI1 Ac bro Mole Chas Ananao 1201 2005 UNPLE aunat JOAN sauti A bvo Femeie Cr s canange gt 1901000 UNP nar Crater DIO OU1 M9S7 12010005 VPLS ule JOHN SIT Abre Male Subscriber os 994 17019004 Plan Type Short Term Diab y R GO UNICARE HGA Co MP AMAT 0420100 Add Dependent s cont October 3 2006 05 57 42 PM Prototype UNI SG 1 Here you can re enroll a dependent who has EmployerAccess previously been cancelled Welcome UPI Administrator Provider Finder 8 Help E Log out and has no active coverage A The required felds wil Mrs EEES be pre populated Add Dependents Step 1 Add Dependents 2 Click the check box next to gt Contact Us UNICARE A Healthy Dose of Innovation Forms Profile Step 2 Step 3 or ona Include this Dependent Uncheck Include this Subscriber Name JANE SMITH Group Name ABC CO on Member ID 123456789 Group Number 123456 Dependent if you do not want to cover this dependent A pereee Event Reason Select One EventDate l E mida yyy Here you can add a new dependent Indicates a Required Field BOO cre aera anene a nere eee Name Relationship Gender Birth Date 4 Click the check box next to JANE SMITH Subscriber Female 10 02 1970 I
14. e enrollment process All steps must be completed before an employee is enrolled Ifat any time you click Save and Exit your work will be saved in Pending Activity Please note that the new enrollment is not complete until you have clicked Confirm on the Enrollment Verification Screen Step 1 Member Information pros 8a 50 Contact us This is the beginning page to start the EmployerA Tatian enrollment process A a e A E Empleos forma Reporta Profie To enroll an employee Mande ship Member Infoematen 6 Enter the requested information into Member Information for Enrollment each blank box or field Fields with a red arrows gt gt beside them indicate required information Member ID 123456709 Group Name anc co Chumupa Mentradrs K Group Nurriber 123456 6 If the employee has dependents to enroll click Add Dependent Last Mame Signature Oste First Namo ame O If there are no dependents to enroll Middle inal bensa Sov Gecurfy 1 se 1 7 3 o e A click Continue Gender Mae Femte Number Care Of Phone Number O Emal Probation Type Select One Dp Code frm Date E ndicales Mequired Field gt Achjal City and State names ace determined by US Postal Zip Code ance Nacion Tip If you did not complete all required information an error message will appear telling you which field needs to be completed You won t be able to continue to the next screen u
15. edical Coverage Dermal Coverage Select One Select One gt Life and Disabeity F Provider Finder Haig Change Coverage Simply click the button to access Change Coverage to make changes to existing benefit coverage Click Continue to go to the Change Plans screen There you can select a new subgroup along with the effective date of the change Complete the Change Plans and Assign Coverage screens steps two and three and click Submit Note You can only change coverage during open enrollment within the first 90 days of the initial enrollment or when switching from active to COBRA or retire You cannot change from one active group to another active group any other time during the year 1 Mi UNICARE EmployerAccess UNICARE Yetcone UPI Administ ator P d r Finde r Membership E Forms Reporta Profile Member ship Erplovee Dependent Details Change Coverage Change Coverage Open Enroliment Mode Subscriber Name JOHN SMITH Group Name ABC CO Member ID 123456789 Group Number 123456 ec Change Current Coverage Save and Et Provider inde Cancel Coverage In Employee Dependent Details find the Cancel Coverage button and click it This page appears Key in the cancellation effective date here EmployerAccess UNICARE _ Veetcome UPI Admaniati ator Prowder F Heli O Click the drop down under the Cancellation Reason Meinbersb Camborne De
16. he absinte and sole discretion of UNICARE Life amp Health insurance Company and reinstatemert fee wall apply Please note that the depositing of a check does not constitute acceptance of premium or a guarantes of Coverage For UNICARE Lie amp Health insurance Company biling questions call 1 800 627 8797 Invoice Membership Details Here you can view each employee and dependent within your group Q To view any billed adjust ments for your group made by your UniCare representa tive click the Billed Adjust ments link EmployerAccess UNICARE A mam Das ot manara Welcome UNISG UI El Proud 5 e Offing nites Open Inracer invoice Details Invoice Details E fret at TO November 2006 1234567891011 Biling Entry Number 123456 invoice 17M567S91011 Biling Entity Name EMPLOYER ACCESS MARIBEL Being Pence 11 01 2006 120012006 Date Diled 07 10 2000 Payment Due Date 11 01 2006 Em Baes ce Over age Engutaty Summary Aduesiments Dependents Changes Prenium Amount 123456789 SMITH ILSS30CP M gt 0 00 123456709 SMITH JOHN 0 2 9 ILFFSONH FAM 5 0 00 30 00 173456780 SMITH JOHN ILFPOONH ERICH 2 30 00 50 00 30 00 123444789 SMITH JOHN UFEISOK EE 1 woo 30 00 123456709 SMITH JOHN ISGICP Ef 1 50 00 2 3 123456789 SMITH JOHN UFFSOMH EF 1 000 30 00 1234565789 SMITH JOHN ILSGIOCP EE 1 0 00 123456709 SMITH JOMN ILPPOONS EECH 2 0 00 1734567898 SMITH JOHN HMONRGER EF 1 0 00
17. hment and Retention of Membership Information Should I select Schedule Payments as an option if my group has a lot of monthly eligibility maintenance e No Pay Online Now is probably a more reliable option to avoid risking the scheduled payment not being enough to cover your monthly premium Does UniCare have a minimum browser requirement e Yes Internet Explorer 6 0 or higher Does UniCare use passwords O Yes A user ID and PIN are assigned for each of our customers as they register to use the website What is your encryption process e UniCare uses 128 bit encryption starting at the login page This means that no usernames or passwords pass across the Internet in clear text Do you use Secure Socket Layer SSL e Yes 128 bit SSL certificates are installed on the server supporting the website ensuring an encrypted channel is established between a customer s browser and our website The vendor we use is Verisign Note Ifthe member s health plan is insured or health maintenance organization coverage the coverage is provided by one of the following companies UniCare Life amp Health Insurance Company UniCare Health Insurance Company of the Midwest IN and IL only UniCare Health Plans of the Midwest Inc HMO in IN and IL only UniCare Health Insurance Company of Texas TX only or UniCare Health Plans of Texas Inc HMO in TX only O Registered Mark of WellPoint Inc
18. idantal Death and Dismemberment ACCIDENTAL DEATHOGMEMBERMENT 02 01 2006 r 1234580018 21 Edit Personal Information 0 Simply click the button in Employee Dependent Details to access the option to change employee subscriber and dependent personal information such as address phone number etc Note Be sure to verify your changes before submitting the new information EmployerAccess Welcome UNISG UI Jor Find e Memberstup Employos Dependent Detads Ear Personal Information Edit Personal Information Subsciber Name JOE SMITH Group Name Member ID 123456789 Group Number Last Name Fest Name JOAN Middle Init Gender Ou Female Care Of Strest ETS ch gt TORFANCE SC Slate Ta zo Code a 90510 TEST GROUP AJ 123456789 Bith Date hire Date Soual Security Humber Horne Phone Number p Actial City and State names are determined by US Postal Zip Cod Las Name Fent Name JOHN Middle initia Gender Fiuse female Girth Date p Actual City and State names are determined by US Postal Retatvonsiup Social Security Number Totally Ost abied Full Time Student IRS Oepencert Chid ode Proador Finder G ves C ves Yes UNICARE a rmt O we rn e Forms Reporta Profile to Cro Ho Request ID Card Simply click the Request ID Cards button on the Employee Dependent Details page to access this screen and order ID cards for an indi
19. ilability O Faster response times e And a brand new look We ve added Life amp Disability management allowing you to manage more at your convenience The new EmployerAccess offers you even more control control over employee information claim information and accuracy Error messages signal missing or incomplete information and electronic prompts guide you from one step to the next This manual offers step by step instruction on how to use EmployerAccess effectively If you have specific questions refer to the Frequently Asked Questions page in the back of the manual Getting Started 1 Visit www unicare com and click the Employers tab Visitors WELCOME TO Tour ores m a UNICARE pa a a O Look for the Login demonstration of the u Agents Brokers n many features inside the box Select Large To enter site click here obra Access Group from the E drop down menu Employers Emer then click Login 8 Register Now Login A e estoi O You re taken to the access lo Employer gt Wealthy Living Doctor or Hospital Information 7 Check the Online login page Enter ae a 3 Medicare Part D Provider Directory your User ID and ogn TEE Password click uto a Learn More Mloyers Spotlight Login Now you re E Find an Agent Updated company news public and media resources ready to begin using oe PA UniCare offers BasicChoice benefit plans for large groups reque sked Questions Empl
20. m 123486789 SMITH JOHN r 123456709 SMITH JOHN New Enroiment New Enrotment Aad Coverage I Q Group Billing Tip Billing Entities also provides access to invoices and their details Group Billing Transaction Selection to Q Select the group number from the Bill EmployerAccess td ing Entities page Billing home page to 2 as access a number of transactions on the de Open Invoices page rn Billing Entiti Paracas Laaa ered Invoices pr Cul Choose the invoice number to review You can click on an invoice number to 123456 ABC Company A June 2006 Wnt 734454 30 401 10 view details of the invoice May 2006 ene 22568 7382313 Using the links on the left side of the screen you can pay your bills online schedule payments view past invoices 0 You can also access some of the above functions using the buttons on the screen Sm EmployerAccess UNICARE A Healthy Dose of Innovation Welcome UPI ADMIN J Provider Finder Log out DES Billing Forms Reports Profile Activities Billing Entities Open Invoices starome Open Invoices du gt Schedule Payments Billing Entity Number 123456 A A Billing Entity Name EMPLOYER ACCESS MARIBEL Payments s Period Invoice Amount Due Past Activities gt View Past Invoices gt View Past Payments Preferences June 2006 0001234564 38 401 18 May 2006 0001234568 23 523 13 Total Amount Due 150
21. n such as a certificate of creditable coverage to UniCare Large Group for processing Step 5 Submit Changes This is the last step in the enrollment process Click Continue to see the verification screen EmployerAccess Vacone UPI Administ ator a a UNICARE Merio ship hernie Hese nation Sebect Covet ape Lite Other Coverage for Enrollment me me As sian Corn ane 1 ther Coverage JONN SMTH 123456740 SuSecriper Mame Member ID Meet even ape 1084 any MEMDE emg aided have cines Coverage C vee CN joes ity member berg sdded have prot coverage Yes F ho joss Soy Member being added have Medicare Cowerape Crea Cm edu mes a Requeed Fiole Sabre res Bt er los JOHN SMITH sb cier Hara Relatonsnn This member has prior Cover ape Yes Cm 2 End Dale z Prot Camer Hara This member has other Covet age o Yes Enesove Date WOK wes Requeed Fieig if Yea enter the formation below r TET Begr Date End Date Pros Camer are Th s menter has other Coverage w Cm R Ves enter Pe AIDIN DOA Canar Nine Patey Ettectve Date nakaw Required fete Oroup Narre Group Number Ac CO nus Genger Malo Brh Date 01001970 Ties membres has Medica e Coverage C va C Ne f Yea piense check De bissig Pata SCW Ch Pate ec eo m Etociww Date Efecte Date Pres paneer Check he Police Pata Cmm C
22. nclude this Dependent JOHN SMITH Spouse Male 10 02 1970 O Click the Continue button Inactive Dependent Information Last Name l SMITH Birth Date Note This option is only available mmiddiyyyy 1 First Name JOE during open enrollment ionta Middle Initial Social Security Gender Male Female Number Child z 2 m Include Dependent FP Totally Disabled m Full Time Student New Dependent Information Last Name SMITH Birth Date mmiddiyyyy First Name Middle Initial Social Security Gender Male Female Number Relationship Select One 4 m Include Dependent m Totally Disabled FO Full Time Student Indicates a Required Field Add Another Dependent Save and Exit P Cancel Transaction ETBE Provider Finder Help Contact Usi Log out 16 Add Coverage Simply click the button Add Coverage in Employee Dependent Details to add coverage to enrolled employees and dependents 6 Confirm the effective date Prototype una O Select the new coverage from EmployerAccess ih 0 the drop down menu a Vieiccire UPI Admanists a os ronder Finder Jabs Membership POLOT a Forms Reports Profile O Click Continue Membe sty Member bdormation Select Coverage Select Coverage for Enrollment SubscriberName JOHN SMITH Group Name ABC CO Member ID 123156739 Group Number 173456 Effective Date 010172006 6 Signature Date 0107 2006 M
23. ndent for each member to be re enrolled When you are finished click Continue Select the coverage form the drop down menu and click Continue Complete the Assign Coverage and Other Coverage screens and click Submit Please refer to the Enrollment Section for details EmployerAccess varon UP Addis ter io Uni Cart Menealo mpioyeeDeperdect Detate Employee Dependent Details Gubecnber Mare Jom saat Oroup Name ADC co Member iO 1713454709 Oroup Namber 173454 WCO 1144709 pra pica AA ET Address 100 MAN ST BARRINGTON 40010 ZE AAA M2P000 9 116900 1X PERFORMANCE Jame SIT Ac bre Maie Gubseceber GALALI 1301008 UNPLEJI Prot Encinas ws Aco Female Spouse 01111952 12012005 UNPLEI1 Ac two Mow t 39 01 UNP 1 Ac bvo Femeie Cr s oanange gt 12012006 UNP ape Fama Spouse 011111957 12010005 UMIPLO T ule Joon SIT Ah Male Subscriber 031911949 17 01 2005 Plan Type Short Term Oreabaty O UNICARE HGA COMP A MAT 420100 Reinstate Click on the button in Employee Dependent Details to access the option to reinstate an employee with no lapse in coverage Before reinstating please remember e No dependents can be reinstated on cancelled contracts unless the employee subscriber is reinstated e Only dependents with the same termination date as the employee subscriber will be reinstated on cancelled contracts e To reinstate employee and dependents simply click
24. ntil completing the required fields 6 If you have multiple probationary periods i e an exempt employee is eligible for coverage on the first day of the month following their date of hire and a non exempt employee is eligible for coverage on the first day of the month following the date they complete three months of continu ous employment see note below click the drop down box for Proba tion Type and select the appropriate type The employee s effective date of coverage will be calculated based on the Hire Date and the Probation Type Note Employees must meet eligibility requirements and satisfy their waiting period referred to as probationary period as defined in your Group Administrator Manual W Prototype UM SO Contact Un Y Y EmployerAccess Un ICARE A teeth home a ermine forma Reporte Proda Mernbaer ship Member Infoemabon Member Information for Enrollment Member iD 123456709 Group Name anc eco Chumupa Mostrados K Oevup Number 123456 Saraci Het Mic Lasi Marne Signature Oste mear First Namo Hire Dine gt gt z Middle intial AA Social Securty Gender Mile Female Number Care of ET Phone Number Emal Steet City P sl Probation Type iSelect One I State P Dp Code Bern Date rra rr indicates Mequired Field p Achjal City and State names ace determined by US Postal Zip Code savant E ca
25. om Pant eC ws CM Efeito Date Etectwe Date Medxare loenet aton Number I2 After you click Continue the Verification page appears and asks you to check the information you entered for accuracy 0 If correct click Submit 2 If not click Previous and make changes Once the information is verified and submitted a feedback page will confirm whether the employee has been successfully enrolled If the data was not successfully transmitted to UniCare you will receive an error message October 3 2006 08 30 51 PM Prototype UNI SG EmployerAccess Welcome UPI Administrator Al Provider Finder Help Membership MA gt Contact Us UNICARE A Healthy Dose of Innovation Log out Forms Reports Profile Membership Member Information Select Coverage Life Coverage Assign Coverage Other Coverage Enrollment Verification Enrollment Verification JOHN SMITH 123456789 Subscriber Name Member ID eview the information below If the information is corr Group Name Group Number ABC CO 123456 t please click Submit to complete the transaction If the ion is not correct please click the Previous button to make changes before completing the transaction TX UNICARE 1000 HIGH DED 1759 Name Relationship JOHN SMITH Subscriber JANE SMITH Spouse JESSE SMITH Child Dental Coverage Name Relationship JOHN SMITH Subscriber JANE SMITH Sp
26. ouse JESSE SMITH Child Life Coverage Gender Effective Date Male 01 01 1970 04 01 2006 Female 02 02 1971 04 01 2006 Male 03 03 2000 04 01 2006 UNICARE GOLDPREMIUM 25 PD89 Gender Birth Effective Date Male 01 01 1970 04 01 2006 Female 02 02 1971 04 01 2006 Male 03 03 2000 04 01 2006 Effective Date Basic Supplemental TX SMALL GROUP LIFE PRODUCT NM67 TX SMALL GRP SUPP LIFE PRODUCT PD78 04 01 2006 04 01 2006 2 Save and Exit Cancel Transaction I Provider Finder Help Contact Us Log out 13 Member Maintenance Access Member Information amp Open Enrollment Options To perform maintenance on a specific employee and or dependent first search for the EmployerAccess pra employee in EmployerAccess irene UAI Admibitotiator Provider Finder Heip E Log out Membership MH a forme Reports Profite 1 Enter the employee s Group Name ABCCO member ID or social EmployerAccess e rane Over VIEW N security number Vielcome to EroplopmAccess our srs u State of the art benefits management Click Search system Pending Activity Murnder Subscriber Name ID gt Changa Login biforimatton 173466799 JOHN SMITH Add JSMITH1 23 Resume Coverage Delete jn View Change 123456789 JOHN SMITH Add JEMITH123 Posa ae aaO Coverage Delete Member Informa 173458789 JOHN SMITH Re JSMITHI 3 Resum A Enrollment Delete 6 123458789 JOHN SMITH Change JEMITHI23 Resmmw
27. oyerAccess Glossary Pharmacy Membership Tip You can navigate EmployerAccess using tabs or breadcrumbs What are breadcrumbs Hansel and Gretel used the real thing to mark their trail EmployerAccess marks your trail using an electronic version Below the tabs are titles of pages you ve visited which appear as links These are called breadcrumbs and they show you where you ve been If you want to get back to any one of them just click the link The Membership main page is called EmployerAccess Overview Think of it as home base Here you can start the enrollment process for new employees subscribers access pending activity perform a search for a current subscriber or navigate easily using the tabs at the top 1 Tabs to Employer Details Billing Forms Reports and Profile are embedded at the top They give you quick access to any of these screens 2 EmployerAccess Overview displays all your pending activity To access your pending activity click the green View All on the right Resume or delete pending activity using the hyperlinks to the right of the specific activity All incomplete work is automatically saved in Pending Activity and always appears in EmployerAccess Overview see page 27 Note You can also access Pending Activity from the Reports tab O To access benefit information or make changes to a current employ ee s benefits enter the member ID number typically the
28. peadera Matas Cancel Coverage then choose a reason from Cancel Coverage the drop down menu a Subscriber Name JOHN SMITH Group Name ADC CO O Be sure you click the box Member iD 123456780 Oroup Number 123456 next to all affected benefits and or dependents Quatficaton Debe Carxeliation Reason gt g 1 Select Reason O Note The cancellation effective date taal active he wa ba te Feet ot ma Moem t is the first day that the employee will no longer be covered by the employer sponsored pla a For 1X POWORMANCE CH1000 50 1165 example if the employee s last day rer eer of employment is March 31 the cancellation effective date would be April 1 If the employee s last day of JANE SMITH Spouse active 080172005 employment is March 13 and you cover employees through the end of the month in which they terminate employment the cancellation effective date should be April 1 JOHN SMITH Subscriber Acie 0001 2095 3 3 BB JOAN SMITH Child Actrro 0801 2095 L 0 Vison CH1000 80 1165 Hama JONN SMITH Subscriber Active 0001 2005 r L SG Vision CH1000 00 1165 Nume i Stair Efechu Ince uy Coverage 13 JOHN SMITH Subscriber Active 00 01 7005 Re enroll From Employee Dependent Details you can also Re enroll an employee To re enroll a member whose coverage has been cancelled enter the NEW hire date and confirm the employee s group number Be sure to click the check box Include Depe
29. rne New Enrollment ion Step 1a Members Dependents This step is applicable only if you want ces Tatiana to add dependents or add coverage to pein ini ici existing dependents You may add dependent coverage during open enroll Vescore WI Administ atos Proadur F Help E Log out Memberetip ETT A ment or for new enrollees You can also AE RPE add a dependent if there is a newborn wis laa gg or marriage ADDING DEPENDENTS Semct um DUE TO LOSS OF COVERAGE CAN NOT BE DONE ONLINE See page 16 catalan aac cea saa Complete the employee s informa ape co 123456 s u ys Last Marne 1 Signature Oste tion and click Add Dependent if the mn o First Namo das Hire Date YT YY employee has more dependents to Middteintat z enroll Fields requesting dependent Cancer C Mae O Female Humber information appear below the POR se pq employee information ay 5 probation tee Ema Grate Complete the information and click apcede add Another Dependent for each ort lg dependent to enroll Otherwise mgieates a Meu Piei se sae lick Continue p Achjal City and State names ace Ostermened by US Postal Zin Cose i gt O EXI 2 Step 2 Select Coverage Use this screen to select the applicable products for your group for example medical life and or dental coverage for employees subscribers and if applicable dependents eat 1 To complete this step simply
30. tomatically pick a Medical Network for all members based on your Zip Code MOCARE PPO 1234581001 Cale als JOHN SMTH Gnor 040ID0s Ganer 04062000 JANE SMITH O ir you missed something or selected the wrong benefit plan you can go back by clicking on the Previous button Subscriber 01011870 SOCAL VISION 173450400 1 Subscriber gon ero JOHN SMTH O if everything looks right click Continue Lae Com ajo BuxDependent BASIC UFE TERM 1734560017 0410807006 Acida ADD 1234900018 oouo Oest er Oinmembernert Supplemerta PUPP UFE Them 1294400023 04 04 7008 Supptermerta SUPP ADO 1234560074 04 0 7005 Acoer al Death and Dismembernert racates a Requred Feit II Step 4 Other Coverage This is the final screen in the new enrollment process Indicate Yes or No by clicking the corresponding circle Clicking No to these questions will automatically activate No in the corresponding check boxes below Clicking Yes to these questions prompts you to complete the necessary information below O If you clicked Yes above enter the ap propriate begin date for each member who had prior coverage If no prior coverage information is provided enter the hire date as the prior coverage begin date Note Pre existing data cannot be changed in EmployerAccess after a member has been added Please submit pre existing data verificatio
31. vidual member 1 Choose the address you would like it mailed to O Select individual members you would like to order ID cards for O Click Submit to order the card s 7 44 AM Prototype UNI LG gt Contact Us UNICARE A Healthy Dose of Innovation EmployerAccess Welcome John Smith Provider Finder Log out Membership Sapo ly Tome ir Forms Reports Profile Membership Employee Dependent Details Request ID Card Request ID Card Subscriber Name JOHN SMITH Case Name ABC CO ID Number 123456789 Case Number 123456 Mail To Address Subscriber Address 1 Group Bill Address Select Member Nate oO Entire Family Select Member Name r JOHNSMTH WY O JANE SMITH O JOE SMITH Tip For all claims other than Short Term Disability once you have completed your online entries you will be able to print the claims form for signature and completion Life and Disability e c ENE E ee Jnic To initiate a claim or view a claim s status click the pdt oe Life and Disability button in Employee Dependent Details MOTOR EPOP OF NEIE LEY CUE 1903 PO Claims Tools Initiate a Claim Click the Initiate Life Disability Claims link PH o on the Claims Tools page e maa arn Enara and dommirad There are several different kinds of claims you tun py cr can initiate which are listed on the next page ende da pasian enjans ing ERNE ty rtu got CE oon Note You
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