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Agents can only service an application and view the most up-to-date application information when they have an active Enhanced Direct Enrollment (EDE) connection to the application.
In this article we’ll cover:
Last synced at a glance
The Centers for Medicare & Medicaid Services (CMS) grants EDE permission to agents for their enrollment submissions. This permission enables data syncs between the Marketplace and HealthSherpa.
When an application has an active EDE data sync, the HealthSherpa dashboard shows the most up-to-date application information available from the Marketplace, and the application can be serviced.
Last synced indicators reflect when the most recent EDE data sync occurred between a Marketplace application and the HealthSherpa account.
When a last synced indicator reflects the current date or time, the EDE connection is active and the application can be serviced.
When a last synced indicator shows a previous date or time, the EDE connection may be inactive. An inactive EDE connection can prevent HealthSherpa from displaying the most up-to-date application information.
Viewing last synced dates
Last synced indicators can be viewed from several places within the HealthSherpa account. Examples include the Clients page and the client's Details page.
Clients page
Clients page
From the Clients page, agents can use the Payments column to quickly review the EDE connection status across consumers. The As of indicator displays the most recent EDE data sync date.
Client's Details page
Client's Details page
A last synced indicator appears on the client's Details page. Select a consumer's name from the Clients page to open their Details page.
EDE data syncs can display inactive dates when:
The agent imported the record and never established EDE permission
Another agent engaged with the enrollment on another EDE platform, which may indicate an Agent of Record (AOR) change outside of HealthSherpa.
Refreshing an inactive EDE data sync
If a last synced indicator shows a previous date or time, the EDE connection between the Marketplace application and the HealthSherpa account may be inactive.
Agents should confirm consent is documented before refreshing an inactive EDE data sync. Agents can try one or more of the following methods to refresh the connection.
Refresh methods
Refresh methods
There are several ways to refresh an inactive EDE connection:
Select any refresh icon located on the Clients page.
Go to the Clients page and select the consumer's name to open the client's Details page. In many cases, this action refreshes the EDE sync.
Select Sync from the client's Details page.
Select Enable EDE from the client's Details page.
Search & claim the consumer’s existing application.
Reporting & exports
HealthSherpa offers reporting tools to help agents & agencies proactively identify consumers whose EDE connection may be inactive.
Agent level reporting
Agent level reporting
To view applications with inactive EDE data syncs, agents can go to the AOR at risk tab within the Clients page.
Applications with a status of Marketplace disconnected have lost EDE permission.
The AOR at risk tab is sorted with the most recent entry first. HealthSherpa also displays alert indicators that provide counts of new records in this tab since the agent last visited the list.
Historically, a separate EDE permission lost tab existed. This tab was consolidated into the AOR at risk tab. If the EDE permission lost tab still appears, select Remove EDE permission lost tab to update the view.
Agency level reporting
Agency level reporting
The Application sync task view lets agency administrators view & request individual EDE data syncs between the Marketplace and HealthSherpa on behalf of their downline.
Agents & agency administrators can also export EDE permission lost clients.
Frequently asked questions
Does using search & claim change the National Producer Number on the application?
No. Claiming an application does not impact the National Producer Number (NPN) associated with the application.
What should agents do if the EDE sync does not refresh?
If the EDE sync does not refresh after using the available refresh methods, contact Agent Support for assistance.
What happens if the EDE data sync is not active?
Without an active EDE connection, HealthSherpa may not display the most current application information. This may affect application servicing, follow-up tracking, and policy status visibility.
Additional resources
For help using HealthSherpa or for other assistance, contact Agent Support. Agent Support is available by phone at (888) 684-1373, by email at Agent_Support@HealthSherpa.com, or by chat directly from your account.
Keywords: EDE, sync, last, connect, data