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Every client that's enrolled through HealthSherpa receives an invitation to create their own dashboard. Client’s are also able to create their consumer dashboard when using an agent’s Invalid Action error Resume Link.
For agents, the Consumer Dashboard is a win-win post-enrollment—clients can self-serve and anything they do is synced to your dashboard and vice versa. From the Consumer Dashboard, client’s can:
View their plan details & application history
Report changes on their application
Upload follow-up documents
Make binder payments
View notices from the Marketplace
And more!
To customize the logo and contact information displayed during your client’s Consumer Dashboard experience, visit your Marketing tab.
Creating a Consumer Dashboard after enrollment
Once an application is submitted, your client will receive an automated email from no_reply@healthsherpa.com. This email will contain your contact information, not HealthSherpa’s.
When your client selects the option to go to their dashboard, they will be prompted to create a HealthSherpa account or log into their existing HealthSherpa account.
Per CMS regulations, if they haven’t already done so, Consumers will need to have their identity verified in order to access their account. The consumer's identity is automatically verified by CMS' partner, Experian. Learn more about Experian's process here.
If your consumer experiences any issues verifying their identity, learn more about available troubleshooting steps here.
Upon successful ID proofing, the customer will be given the option to create an account.
The primary contact will have ongoing access to the account they create.
After successful account creation, the Primary contact will be granted access to their Consumer Dashboard.
Navigating the Consumer Dashboard
Consumers may sign back into their Consumer Dashboard at any time by visiting HealthSherpa.com and entering their login information.
Coverage
When the consumer logs into their Consumer Dashboard, they will land on their Coverage page. The Coverage page consists of a ‘Follow-ups,’ ‘Plans,’ & ‘Enrollment history’ section.
Follow-ups
The Follow-ups section allows consumers to upload documents that may be required to satisfy any Data Matching Issues (DMIs) and SEP Verification Issues (SVIs).
Selecting the “Verify”/"View" button will take the consumer to a landing page where they can upload documents to verify the follow-up item they’ve chosen. The consumer is also able to view a full list of acceptable documents to choose from.
If a consumer sees a "Pay" button within their Follow-ups section, they may select “Pay” to be linked over to the carrier payment page where they can make their binder payment.
Plans
From the ‘Plans’ section, Consumers may view their plan details, their plans summary of benefits, identify their FFM application ID, and much more.
Enrollment history
The ‘Enrollment history’ section displays documentation detailing the consumers enrollment eligibility, plan name, effective date, subsidy amount, net premium, FFM ID, and the plan selection date.
Consumers can report changes to their application and select an alternative plan if eligible by clicking the "Update” button.
Notices
The Notices page within a Consumer’s Dashboard allows consumers to view any notices generated from the Marketplace. Types of notices include:
Eligibility Determination Results
1095A forms
Insufficient Documentation notification
Reminders when follow-ups may be required
Frequently asked questions
What if my consumer's identity cannot be verified?
The consumer's identity is automatically verified by CMS' partner, Experian.
If verification or ID-proofing is not successful, consumers will need to follow the directions within the unique error message they receive. If your consumer experiences any issues verifying their identity, learn more about available troubleshooting steps here.
Is the primary contact the only person able to access the Consumer Dashboard?
Yes. Only the primary contact may access an existing Consumer Dashboard because the dashboard is tied to their existing application.
Can a primary contact access their Consumer Dashboard at any time?
Yes. The primary contact will have ongoing access to the account they create. Consumers may sign back into their Consumer Dashboard at any time by visiting HealthSherpa.com and entering their login information or by re-opening their Resume Link.
Can my consumer adjust their dashboard from English to Spanish?
Absolutely. Consumers can select the language listed at the top of their dashboard to convert the language from English to Spanish, or Spanish to English.
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.