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Consumers often need to upload documents to verify Special Enrollment Period (SEP) eligibility and resolve any Data Matching Issues (DMIs) that arise. When required, resolving documentation requests on time helps consumers maintain eligibility and ensures coverage can take effect.
The Follow-up document reminder email allows consumers to to receive notification when documentation requests are outstanding.
Consumers will follow the below steps when submitting documents using the Follow-up document reminder email.
Step 1: Receive email
Step 1: Receive email
When the Follow-up document reminder emails is sent directly from HealthSherpa, the consumer receives an email from no_reply@healthsherpa.com.
Agents can manually prompt consumers to submit follow-up documents by sending a unique Documents due link. When the unique upload link is shared (either sent from HealthSherpa or copied and shared another way), the consumer receives the Follow-up document reminder email.
Step 2: Select Submit documents
Step 2: Select Submit documents
When consumers select the 'Submit documents' button, the consumer will be prompted to create an account or sign in.
Step 3: Create an account
Step 3: Create an 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. Learn more about the consumer identity verification process here.
After successful identity verification takes place
Upon successful ID proofing, the customer will be given the option to create an account.
Step 4: View follow-up tasks
Step 4: View follow-up tasks
The primary contact will have ongoing access to the account they create.
After successful account creation, the customer will land on the 'Submit documents to secure your coverage' screen. Here, they can view their follow-up tasks.
Step 5: Upload documents
Step 5: Upload documents
Selecting 'Upload docs' next to any follow-up task will open a window allowing the consumer to proceed with document upload.
The documents required will vary depending on the type of DMI or SVI that needs to be satisfied, and in some cases it may be necessary to submit multiple documents to resolve a single DMI or SVI.
Each verify page contains a list of acceptable documents the consumer may choose from to satisfy the specific follow-up item in question. Select the document type, find the file on your computer, and upload.
The documents required will vary depending on the type of DMI or SVI that needs to be satisfied, and in some cases it may be necessary to submit multiple documents to resolve a single DMI or SVI.
Each verify page contains a list of acceptable documents the consumer may choose from to satisfy the specific follow-up item in question. Select the document type, find the file on your computer, and upload.
The consumer may repeat the upload process as many times as needed (e.g. multiple documents need to be uploaded, documents need to be resubmitted, revised/additional documentation is required).
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.