Control what data your admin users have access to by assigning data restrictions. Here’s how to do it. https://www.youtube.com/watch?v=mRgM0fQpyCM&feature=youtu.be

Want to turn functionality on or off for different types of users? Here’s how you can manage that by assigning user roles. https://www.youtube.com/watch?v=6sIT7_YvmWQ&feature=youtu.be

Your web portal lets members create their own login account, but sometimes members need some help. Here’s how you can create a web portal account on behalf of a plan member. https://www.youtube.com/watch?v=mYHHuAf4aXs&feature=youtu.be

Here’s a step-by-step view of how to create a login account for your staff and other types of admin users. https://www.youtube.com/watch?v=mfV2LzboX0I&feature=youtu.be

Learn how to create a portal account for Employers, Brokers, and other Group Administrators in this training. https://www.youtube.com/watch?v=xUY9K83HO90&feature=youtu.be

After your team has approved ID card requests in your portal, it’s easy to download those approvals for further processing. Here’s how. https://youtu.be/ldPzLUR0Q3s

Members can opt out of mailed EOBs in your portal. Here’s how a Payer can download a record of which members have opted out. https://www.youtube.com/watch?v=DqAwTh786Wg&feature=youtu.be

Want to send email campaigns to your members? Here’s how to download member email addresses from your portal. https://www.youtube.com/watch?v=8GIchDwyA7A&feature=youtu.be

When you’re reviewing enrollment change submissions, it’s now easier for you to identify what changes were requested by the user. Find out how! https://www.youtube.com/watch?v=MjgwI8FYhuA&feature=youtu.be

Has a member entered an incorrect password too many times and locked himself out of your portal? Here’s how to fix it!   https://www.youtube.com/watch?v=KS2J2sWjXBk&feature=youtu.be

Does a provider need access to additional claims? Here is how providers can request access and how you can manage those requests. https://youtu.be/Z68tsKy9nFQ

Use Online Help to answer common questions in your web portal. Here’s how to post targeted, relevant Help content for your users! https://www.youtube.com/watch?v=aLD8qImnmOE&feature=youtu.be

Post text on any page in your portal to inform your users about office closures, benefit reminders, or answers to questions. Here’s how! https://www.youtube.com/watch?v=xrdEEgUSMrc&feature=youtu.be

Here’s how you can reset a member’s password for your portal. https://www.youtube.com/watch?v=ZFHixhC0eKk&feature=youtu.be

If a member’s eligibility data has changed, his login account will be locked as a result. Here’s how to update his account so he can log back in. https://www.youtube.com/watch?v=SAyl_hnSzLs&feature=youtu.be

When users send a message to you in your portal, you can route those messages to specific people on your team. Here’s how to route secure messages so that your team can respond to messages quickly and effectively. https://www.youtube.com/watch?v=bDSQYaW2kSM

Help members find in-network providers by posting the provider networks specific to their healthcare plan. Here’s how. https://www.youtube.com/watch?v=UIzeX8kyhIc

Tickets with a complete set of details are addressed faster. Check out this refresher training to make sure your ticket is submitted correctly and with all the right details. https://www.youtube.com/watch?v=tKAgLxC1ano&feature=youtu.be

Has a member entered an incorrect password too many times and locked himself out of your portal? Here’s how to fix it! https://www.youtube.com/watch?v=KS2J2sWjXBk&feature=youtu.be

When your clients want to see their logo in the portal, or when you want to show logos for your different products, this tool will help. Learn the easy steps to loading your client logos to your web portal. https://youtu.be/k_fMhxbU1zk