Consumers may experience many changes throughout the year, and application updates are often needed as a result.

In this article we will cover:

When assisting consumers wishing to update their existing application, begin by logging into your HealthSherpa for Agents account.
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From your Clients dashbord, select the consumer's name you wish to assist.
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This will open the consumer's Clients Details page.

From the Clients Details page, select either the 'Report changes' button from the Follow-ups section or the 'View or Edit Application' button from the Application section.

A popup window will launch prompting you to view or edit the application. Select the 'edit' button to open the section of the application you wish to update.

After making desired updates to the application, continue to the Finalize section to reprocess the application.

Once application updates have been submitted, revised eligibility results will process and you will be prompted to download the eligibility letter. Select the 'Review plan' button to proceed.

From the Confirm your plan page, document updated consent as needed.

If the update made on the application do not grant the consumer a Special Enrollment Period (SEP) or they do not wish to adjust their plan, select the 'Enroll in this plan' button to finalize their application updates.

If the update made on the application grants the consumer an SEP and the consumer would like to shop for alternative plans, select the 'Change plans' button to access the plan results page.

From the plan result page, you may assist the consumer with changing plans by adding the desired plan to the cart and selecting 'Yes, replace with this plan' when prompted.

Select the 'Continue' button from the Cart popup when you are ready to return to the Confirm your plan screen.

From the Confirm your plan page, document updated consent as needed, then select the 'Enroll in this plan' button to finalize the application updates.

Consumers often experience updates changes throughout the year, and application updates are often needed as a result.

Common updates consumers wish to make to their application include:

Before the popup window prompting you to view or edit the application, you may see a "Reporting a change" popup:

Should you see this popup, simply select the 'Update' button to proceed to the view or edit the application window.

Special Enrollment Periods (SEPs) are certain timeframes outside of the annual Open Enrollment Period (OEP) when a consumer can can enroll in ACA coverage or change ACA plans. Learn more about SEPs here.

Most application updates can be made directly on HealthSherpa. If you prefer to make updates using HealthCare.gov, log into your HealthCare.gov account to search for the desired application.

Once in the application, Report a Life Change to update the consumer's information and select a new plan if applicable. Be sure to claim the updated application into your HealthSherpa dashboard once finalized.

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.