You can upload and track follow-up documents for your client right from your dashboard.

Getting follow-up documents uploaded on time is very important to ensure your client keeps their subsidy and/or coverage. Which is why we've made it easy to track and manage follow-ups.

How it works

1. See what's needed and by when

Click the "Clients" tab on the left, search for your client, and click on their name to view their Client Profile page.

Under the client's follow up list, you'll see any follow-ups required and the deadline for each. Then click on the blue Verify button in the Action column.

2. Upload docs

Select the document type, find the file on your computer, and upload.

3. Track their status

There are several statuses you might see for each follow-up:

This means you need to upload a document:

This means the document you uploaded is awaiting review by

This means the last document you uploaded was determined by to be insufficient. (You can view your client's Marketplace Notices to find out exactly why.)

This means your document has been approved!

This means the deadline to get the document approved has passed.

You can have your clients upload their own docs.

Your clients can also log into their own HealthSherpa dashboard to upload documents independently – to see how, click here.

Did this answer your question?