Agents often need to manage several different types of follow-ups to ensure their consumers effectuate. HealthSherpa allows you to view client follow-ups in one, central location.
In this article we cover:
Viewing follow-ups within your dashboard
To view all of your client follow-ups from your dashboard, go to your Clients page and select the ‘Client follow-ups’ tab.
Follow-up statuses that display are:
Action needed: These clients are at risk of losing their coverage or subsidy. They have at least one follow-up with action needed.
Action recommended
Unknown
No action needed
The client follow-ups list is pre-sorted to show action needed policies at the top, then pre-sorted to show applications with the soonest next deadline. Restated, the policy with action needed and the soonest deadline will be at the top of the list. The policy with a recommended action with the furthest deadline will be at the bottom.
HealthSherpa automatically hides any applications that have cancelled, terminated, or been archived.
Types of follow-ups that display
Follow-ups that display within the Client follow-ups tab include items such as:
Search & claim application: This application is not in your client list for this plan year. You won’t see up to date follow-ups or policy status until you search and claim it.
AOR changes
EDE permission lost
Documents due
Verify adoption
Verify American Indian orAlaskan Native status
Verify citizenship
Verify immigration status
Verify Income
Verify loss of coverage
Verify marriage
Verify Medicaid immigration status
Verify Medicaid or CHIPdenial
Verify non incarcerated
Verify non Medicaid /CHIP coverage
Verify non Medicare coverage
Verify non Peace Corps coverage
Verify non TRICARE coverage
Verify non Veterans coverage
Verify not offered qualifying health coverage through job
Verify relocation
Verify Social Security number
CMS' Invalid Action error
Payment due
Pay binder
Pay premium
New ACA requirements
$5 premium may be due
Failure to reconcile APTC
Income near 150% FPL
Income near 400% FPL
Possible double enrollment
Renewals
Auto-renewal turned off
Carrier change
Carrier exit
No plan provided
Plan change
Tax return access denied
Will not file taxes
Exporting your contact list
You may export your client follow-ups at any time by selecting the ‘Export contacts list’ button.
The export will reflect any filters you may have in place within the tab.
Fields included in this export include consumer’s name, contact information & FFM application ID. For more information, view the export legend here.
Additional Resources
Have questions? Contact our Agent Support Team at (888) 684-1373 or agent_support@healthsherpa.com.