Skip to main content

Documents due tab

Everything you need to know about the Documents Due tab

C
Written by Candace Williams
Updated over 3 weeks ago

Consumers often need to upload documents to resolve Data Matching Issues (DMIs) and SEP Verification Issues (SVIs). The Documents Due tab features a list of clients with DMIs and SVIs.

In this article we will cover:


DMIs & SVIs

A Data Matching Issue (DMI) occurs in the following 3 situations:

  • Incorrect or missing information on the client’s application (e.g. SSN missing)

  • An inconsistency between the client’s Marketplace application and existing information from trusted sources, like IRS databases.

  • Trusted sources do not have data for the client.

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.

An SEP Verification Issue (SVI) occurs when a Consumer is eligible for an SEP due to a Qualifying Life Event (QLE), such as losing coverage, and is asked to verify they have experienced the QLE.

DMIs & SVIs can happen on HealthCare.gov, HealthSherpa, and anywhere else you may complete Marketplace enrollments.

Consumers typically need to upload documents to resolve DMIs and SVIs.


Where to find the Documents Due tab

The Documents Due tab is located within the Clients page.

The list is sorted with the most recent entry first and displays client name, number of outstanding documents for that client, status, when this information was last synced, as well as the earliest deadline for the documents that are due.


Resolving DMIs & SVIs

Consumers typically need to upload documents to resolve DMIs and SVIs.

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.

Documents may be submitted directly through HealthSherpa. Learn more about uploading documents here.


Comparing information in the Documents Due tab to DMI Exports

You may notice a difference between the number of records present in your DMI Export and the Documents Due tab. Here is a table to help you compare these sources of information:

Documents Due tab

DMI Export

SVI notifications

Included

Not included

Rows

Each row represents a single application

(There can be multiple DMIs per application)

Each row represents a single DMI

(This means one application could be represented by multiple rows)

Update cadence

Every 24 hours

Every time the report is requested

Timeframe

Active on-ex applications in the currently enrollable plan year

All DMIs with a due date in the past 2 months

All DMIs where there is no due date

Archived status

Shows unarchived records only

Shows all applications submitted

EDE access

Shows applications where agent has EDE access or submitted via EDE on HealthSherpa

Shows applications where agent has EDE access or submitted via EDE on HealthSherpa

Did this answer your question?