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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.
The Centers for Medicare & Medicaid Services (CMS) grants EDE permission to agents for their enrollment submission. This permission enables data syncs between the Marketplace and HealthSherpa.
When an application has an EDE data sync, the HealthSherpa dashboard shows the most up-to-date application information and the application can be serviced.
Agents can refresh a disrupted EDE connection using several methods:
Go to the Clients page and select the consumer’s name to open their client's Details page. In many cases, this reestablishes the EDE sync.
With consent:
Select any refresh icon located on the Clients page.
Select Sync from the client's Details page.
Select Enable EDE from the client's Details page.
Use search & claim to connect to the consumer’s existing application and reestablish the EDE sync.
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