Consumers may experience many changes throughout the year, and application updates are often needed as a result.
In this article we will cover:
How to report changes
When assisting consumers wishing to update their existing application, begin by logging into your HealthSherpa account.
From the HealthSherpa dashboard select the Clients page, then find the name of the consumer you wish to assist.
Select the consumer's name to open their Details page.
From the Details page, select either the Edit app button located at the top of the page or the View application button from the Application section.
A popup window will launch prompting you to view or edit the application. Select the appropriate Edit button to open the section of the application you wish to update.
After making desired updates to the application, continue through any remaining pages of the application and resubmit 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.
Common examples of updates needed
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:
Updating income
Adding an applicant
Removing an applicant
Frequently asked questions
What are Special Enrollment Periods (SEPs)?
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.
How do I report changes directly on HealthCare.gov?
Most application updates can be made directly on HealthSherpa. If you prefer to make updates using HealthCare.gov, please call them at 1-800-318-2596.
Additional Resources
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.