Selecting this option sends the consumer an email with a link to a digital consent form. Once the consumer signs and submits the form, the agent is notified, and a PDF version of the consent form is saved to the consumer's record in the HealthSherpa account.

If the consumer does not have an email associated with their application, the agent will have the opportunity to enter an email address to be used only for consent collection. That address will not be associated with the application or used for other correspondence.

When emailing Eligibility Application Review, a randomly generated access code will appear. The agent must provide this code to the consumer in order for them to access their digital review form. This helps protect important personal information. The access code does not expire, but will not be visible after navigating past this page. To generate a new access code, the agent will need to resend the digital consent form.

Selecting this option sends the consumer a text message with a link to a digital consent form. Once the consumer signs and submits the form, the agent is notified, and a PDF version of the consent form is saved to the consumer's record in the HealthSherpa account.

Consumers must opt in to receive text messages from HealthSherpa in order to proceed with text consent.

When texting Eligibility Application Review, a randomly generated access code will appear. The agent must provide this code to the consumer in order for them to access their digital review form. This helps protect important personal information. The access code does not expire, but will not be visible after navigating past this page. To generate a new access code, the agent will need to resend the digital consent form.

Selecting this option allows agents to select an existing piece of consent documentation from the Consent Library. Begin typing a consumer's name or email address to populate the list, or select the drop-down menu to scroll through all consumers in the Consent Library.

Once selected, the consent form is saved to the consumer's record in the HealthSherpa account.

This option is available for Consumer Consent only and is not available for Eligibility Application Review.

Selecting this option allows the agent to upload a new consent file. Once uploaded, the consent form is saved to the consumer's record in the HealthSherpa account.

Selecting this option allows the agent to indicate consent will be documented and managed outside of HealthSherpa.

Once selected, the choice will be noted within the consumer's record in the HealthSherpa account.

When submitting Enrollee Assistance Program (EAP) enrollments using the Shared-Service Model (SSM), agents are required to document consent and provide the documentation to HealthSherpa.

The Consent page lets agents upload new or updated consent and collect Consumer Consent early.

Agents can save consent documentation from the Consent page, including consent collected early, to the consumer’s record during the enrollment submission journey.

During the enrollment flow, Consumer Consent can be collected on the Privacy Policy screen.

Eligibility Application Review can be collected on the Confirm plan screen.

Leaving the drop-down menu minimized assumes Eligibility Application Review will be documented and managed outside of HealthSherpa.

Select the drop-down menu to collect Eligibility Application Review.

The Details tab is the default view when an agent opens a consumer record from the Clients page.

From the Consent section, agents can upload new or updated consent by selecting Upload consent.

From the Upload proof of client consent page, select the application plan year, type of consent, choose a file to upload, then select Save.

When selecting consent type, Consumer Consent is referred to as "Initial consent" and Eligibility Application Review is referred to as "Enrollment review."

The Details tab is the default view when an agent opens a consumer record from the Clients page.

From the Consent section, agents can view and manage any consent documentation the agent chooses to store in the HealthSherpa account for the selected consumer.

The Consent Library tab is the default view when an agent opens the Consent page. It is the central place to view and manage any consent documentation the agent chooses to store in the HealthSherpa account, for any consumer, including both Consumer Consent and Eligibility Application Review.

If a consumer has not yet completed a digital consent form, the record will show a Pending status. Records with a Pending status include a Resend option within the Actions menu. Selecting Resend will send the form again using the same method it was originally sent, whether email or text.

When resending Eligibility Application Review, a new access code will be generated.

Select Download within the Actions menu to view and download the consent record.

Selecting Revoke updates the record's status and notes the date of revocation. Use this option to indicate that consent has been withdrawn after it was previously collected.

Selecting Delete permanently removes the record from the HealthSherpa account. This action cannot be undone and is reserved for situations where an incorrect document was uploaded by mistake.

Delete is not available for enrollments submitted using the Enrollee Assistance Program (EAP) Shared-Service Model (SSM).

To disable consent completion notifications, go to the Gear icon in the top right corner of the HealthSherpa dashboard, then select Account settings.

Select the Emails tab within the Settings page, then clear the checkbox in the desired notification.

Watch the latest recorded version of the Compliance & consent webinar here.

If a consumer has opted out of text messages from HealthSherpa, the text consent option will not be available and an error message similar to this will display: