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Primary Care Provider (PCP) Selection
Primary Care Provider (PCP) Selection

Learn how to select a Primary Care Provider after enrollment.

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Written by Joseph Gefroh
Updated over a month ago

Great news, Agents!

HealthSherpa is pleased to offer the ability for Consumers to select a Primary Care Provider (PCP) directly from HealthSherpa as part of the post-enrollment servicing activities.

For enrollments through participating Carriers, Agents and Consumers will see the option to select a PCP from either the Enrollment Success Page, or the Agent can access it via their Dashboard's Client Details page.

Both consumers and brokers have the option to select a Primary Care Provider (PCP)

during and after enrollment. For enrollments through participating carriers, consumers can choose their PCP on the Enrollment Success Page, while brokers can access this option through the Client Details page on their Dashboard.

The user can search for a Provider within the Carrier's network, and then select that provider for each applicant.

This PCP selection will be sent directly to the Carrier, helping ensure continuity of care.

Participating Carriers

The following participating Carriers have integrated with this capability:

  • Oscar

Enrollments from other Carriers will not see this functionality until these Carriers choose to integrate - contact them today about integrating with HealthSherpa!

Example screenshots

There are two ways brokers can select a Primary Care Provider (PCP) for their clients. First, they can use the button on the Enrollment Success page to choose a PCP (screenshot one). Alternatively, brokers can select a PCP directly from the Client page, available for participating plans (secondary screenshot).

The Enrollment Success page contains a button to select a Primary Care Provider (on participating plans):

The Agent can also select a Primary Care Provider from the Client page (on participating plans):

Primary Care Providers can be selected per applicant:

You can use a Carrier's Provider Search tool (if available), or search by name:

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