HealthSherpa

Upload and track follow-up documents for your clients

Follow-up documents

Everything you need to know about the Documents Due tab

Documents due tab

Everything you need to know about DMIs and how to resolve them

Data Matching Issues (DMIs)

Help your clients stay on top of DMI & SVI deadlines

Follow-up document reminders for clients

This daily email makes it easier to see which clients need follow up documents submitted.

Email notifications for follow-up document changes

Get alerted to your clients post-enrollment deadlines.

"At-risk Clients" reminder email

Learn how to select a Primary Care Provider after enrollment.

Primary Care Provider (PCP) Selection

Making binder payments

Assist consumers with application updates when changes occur

Reporting changes

Jeff Kriege

Nick Perry

Joseph Gefroh

Post Enrollment

Find answers and get help from Intercom Support and Community Experts

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