The intake form makes it easy to pre-collect information you’ll need ahead of renewal season. Start sending your clients secure links so you can gather updated household details, income adjustments, uploaded documents, and even notes back to you.
A secure intake form can be sent to a client from your Clients dashboard or from the Client's Details page.
Sending an intake form from your Clients dashboard: To send an intake form to a consumer from your Clients dashboard, find the consumers name within your dashboard then select the associated dropdown menu within the Actions column.
Sending an intake form from the Client's details page: To send an intake form to a consumer from the Client's details page, select the 'Documents' tab.
Next, select the 'Send intake form' button.
Regardless where you generate the intake form, a pop-up window will launch displaying a preview of the email.
From the Preview email pop-up, you may manually type the client's email address to have the email sent directly from HealthSherpa, or you can select the 'Copy intake link' tab to share it another way.
Consumer's experience when an intake link is shared
Whether you share an intake form with your consumer directly from HealthSherpa or choose to copy the link to share it another way, the consumer will receive an email requesting they complete the form.
The email signature that displays will match the information associated with your HealthSherpa account. To customize the email signature that displays, follow the instructions here.
When consumers select the 'Complete Intake Form' button, the consumer will be prompted to enter their date of birth. Note: this should be the date of birth of the primary contact on the application.
Next, the consumer will be taken to a page where they may securely complete their intake form and upload documents as needed.
Selecting 'yes' to any item will allow the consumer to make updates as needed.
Consumers may upload as many files as they'd like and even write you a note if desired.
Once finished, the consumer will select the 'Submit' button to finalize their intake form.
Consumers will receive a success indicator once their intake form has been securely submitted so they know when they may exit the page. Note: the success message will specify 'documents' whether documents were uploaded by the consumer or not.
Notifications for agents when consumers take action
HealthSherpa provides agents with a digital 'Documents uploaded' notification once a consumer has submitted documents or completed an intake form. Each time a consumer has successfully completed one of these tasks, you will receive an email from no_reply@healthsherpa.com notifying you:
To disable these notifications, go to the Agent Settings menu found within your gear icon. From the emails tab, you will find a section where you may turn document upload emails off.
Viewing intake form history
Intake forms completed by consumers can be accessed at any time from the Intake tab found on the Clients page.
When an intake form is selected, a preview will appear on the right-hand side of the page.
Additional Resources
If you are having any technical issues using HealthSherpa, please contact our Agent Support team at (888) 684-1373, at agent_support@healthsherpa.com, or via chat from within your account.