Siga las instrucciones aquí para traducir esta página a otro idioma usando Chrome.
The Consent page allows agents to collect consumer consent before starting the enrollment submission journey and manage consent documentation in one central place.
In this article we’ll cover:
Consent Library
Capturing consumer consent early
Frequently asked questions
The Consent page is not available within HealthSherpa Enrollee Assistance Full-Service account types.
Consent page at a glance
The Consent page lets agents collect consent before starting the enrollment journey, and manage existing consent records.
Consent Library
The Consent Library tab is the default view when an agent selects the Consent page.
The Consent Library tab is a central place to view and manage consent documentation across all consumers in the HealthSherpa account. Any consent an agent chooses to document and store in HealthSherpa appears here, including consent captured during the enrollment submission flow, from a consumer record, or from the Consent page.
The Consent Library helps agents quickly find what they need by searching and filtering by status, consumer name, or email. It also shows key details at a glance, including the consent type, status, last updated date, and the method used to capture consent.
From the Consent Library, agents can:
View all stored consents in one central place
Search for a consumer using status, consumer name, or email
Download consent documentation
Resend a consent request
Mark consent as revoked
Delete consent documentation
Collect new consent when needed
The Consent Library section details:
Recipient: Consumer's name
Consent type: Details whether the documentation applies to Consumer Consent or Eligibility Application Review
Initial consent: Consumer Consent
Enrollment review: Eligibility Application Review
Status: The current status of the consent documentation
Pending: You sent digital [consent/enrollment review] to a consumer, but they have not yet granted consent
Collected: Proof of consent was collected, whether it is stored in our platform or in your own records
Revoked: You have marked a consent document as having been revoked
Updated at: Last date and time the consent documentation was touched by the agent or consumer
Channel: The method of which the consent was captured, and whether it was captured during the enrollment flow or from the consent library
Action: Provides agents with the ability to resend digital consent to a consumer, download consent documentation, mark consent documentation as revoked, or delete consent documentation.
Capturing consumer consent early
Collect new or updated consent - you may even choose to collect Consumer Consent before starting an application
To collect new or updated consent, select the 'Collect new consent' button from the Consent Library tab or select the Collect consent tab. Either path will launch the Collect consent tab.
When collecting new or updated consent from the Collect consent tab, complete the recipient information section then select the type of consent you wish to collect.
Next, you will be given the ability to collect consent via email, text, or by uploading a file.
Note: From the Collect consent tab, only 'Initial consent' is available within the 'Type of consent' drop down menu if Email or Text message collection methods are selected. If you wish to collect other types of consent via email or text, you will have the ability to do this during the enrollment flow.
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.