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NorthCarolinaStateHealthPlanBENEFITFOCUSAppUserGuide:AguidetotheeBenefitsMobileApp
Copyright2018Benefitfocus.com,Inc.|ConfidentialandProprietary 2
TableofContents
HowtodownloadtheBenefitfocusMobileApp……………………………………………………………………………………………………3
Howtologin…………………………………………………………………………………………………………………………………6
HowtomanageDocumentCenter……………………………………………………………………………………………………………………….7Howtoenrollandupdatebenefits………………………………………………………………………………………………………………………13
Copyright2018Benefitfocus.com,Inc.|ConfidentialandProprietary 3
OverviewBenefitfocusistheStateHealthPlan’senrollmentandeligibilityvendor,whichmaintainsandmanagestheeBenefitssystem.ThisguidewalksyouthroughhowtousetheirnewapptoaccesseBenefits.
WiththeBENEFITFOCUS®App,youcanmanageyourbenefitsandpersonalinformationanytime,anywherefromyourpersonalmobiledevice.DesignedforiOS®andAndroid™,theAppprovidesinstant,secureaccesstothetoolsandinformationyouneed.
ForassistancepleasecontacttheStateHealthPlanEligibilityandEnrollmentline:855-859-0966.
Installation
InstallingtheBenefitfocusAppTogetstartedwiththeBenefitfocusApp,firstdownloadandinstall:
1. Usingthemobiledeviceofyourchoiceconnectedwithinternetaccess,navigatetotheGooglePlay™storeforAndroid™devicesortheAppStore®forApple®devices.
2. SearchfortheBenefitfocusApp.
3. Selecttodownloadandinstalltheapp.
Copyright2018Benefitfocus.com,Inc.|ConfidentialandProprietary 4
Access
AccessingtheBenefitfocusAppToaccesstheBenefitfocusApp,youwillneed:
• CompanyID–ThisonlyneedstobeenteredoncetoactivatetheApponyourdevice.TheStateHealthPlanofNorthCarolina’sUniversalAccessIDis“SHP.”
TostartusingtheApp,completethefollowingsteps:1. SelectOpenwhentheappisdoneinstallingorlocatetheBenefitfocusAppinyourlistofappsandtapthe
icontolaunch.
Copyright2018Benefitfocus.com,Inc.|ConfidentialandProprietary 5
2. (Firsttimeonly)ReadthetermsofserviceandtapAcceptTermsofUseifyouagreetothetermsofservice.(Youmustagreetothetermsofusetocontinue.)
3. (Firsttimeonly)EnteryourCompanyIDandtapNext.CompanyIDisSHP
4. (Firsttimeonly,Optional)Grantpermissiontoaccessmediafilesand/orpicturesonyourdevice.This
enablesyoutouploadfiles,suchasrequiredeligibilitydocumentation.
Copyright2018Benefitfocus.com,Inc.|ConfidentialandProprietary 6
LoggingInYouwillselectthe“MyPortal”buttontowardsthemiddleofthescreenandthenselectSHP-UNCCHAPELHILLformthedrop-downmenu.Youwillberedirectedtothesinglesignonloginpage.EnteryourONYENandpasswordtologin.
PleaseselectSHP-UNCCHAPELHILLfromtheMyPortaldropdownmenu.Youwillnotbeabletologinunderadifferentgroup.
Copyright2018Benefitfocus.com,Inc.|ConfidentialandProprietary 7
5. YouwillarriveontheBenefitfocusApphomepageuponsuccessfullogin.
NavigatingtheMobileApp
NavigatingtheBenefitfocusAppWhenyoufirstaccesstheapp,youwillarriveonthehomepagetoapersonalizedgreeting.Thehomepagehighlightsitemsthatmayneedattentionaswellasgivesaquickoverviewandaccesstoimportantbenefitsandcompensationinformation.
ManagingDocumentsWiththeBenefitfocusApp,youcanuploadbenefit-relateddocumentsusingyourmobiledeviceandthedocumentwillautomaticallysynchronizewithDocumentCenter,andyoucanalsomanagedocumentationrequeststhroughyourmobiledevice:
• Uploadandsubmitimagesofbenefiteligibilitydocumentsasrequiredbyyouremployerfordependentverificationorforcertainlifeevents(suchasabirthormarriagecertificates).ImagesuploadedviatheappareaccessibleinBenefitfocusAppDocumentssectionandwithintheMarketplaceDocumentCenter.
• Associateexistingimagesordocumentswithdocumentationrequests.
• Receivedocument-relatedtasksonthehomepageincluding:
o LifeEventDocumentRequest:ADocumentCenterrequestawaitinguploadofdocumentationtoverifytheassociatedlifeevent.Forexample,ifyouupdatedbenefitsduetomarriage,youmaybe
Copyright2018Benefitfocus.com,Inc.|ConfidentialandProprietary 8
requiredtouploadyourmarriagecertificate.Youcantapthetaskitemanduploadanimageoftherequireddocumentationtosatisfytherequest.
o DependentVerificationDocumentRequest:ADocumentCenterrequestawaitinguploadofdocumentationtoverifyacovereddependent.Forexample,abirthcertificatemayberequiredwhenaddingachildtoyourbenefits.Youcantapthetaskitemanduploadanimageoftherequireddocumentationtosatisfytherequest.
o PendingDocument:ADocumentCenterrequestPendingApproval.Thismeansadocumenthasbeenuploadedandassociatedwiththerequest.ThedocumentationmustbereviewbyyourBenefitsAdministratortoverifyitsatisfiestherequest.Youcantapthetasktorevieworedit.
o DeniedDocument:ADocumentCenterrequestwhichhasbeenDeniedbyyourBenefitsAdministrator.Adocumentmaybedenied,forexample,ifitisillegibleorifitisthewrongtypeofdocument.Thistaskrequirestheuploadofanewdocument.Youcantapthetasktosubmitanewdocumentimage.
• Receivenotificationsregardingdocumentrequestsstatussuchaswhendocumentrequestsareapprovedordenied,orrequestsareawaitinguploadofdocumentation.(YoucanenableordisablethesenotificationsbyadjustingthePushNotificationsoptionontheSettingspage.)
AddingNewDocuments1. LogintotheBenefitfocusApp.
2. Tapthemenuicontoaccesstheslide-outnavigationmenu.
3. TaptheDocumentslink.
4. Taptheplussignatthetopofthescreentoaddanewdocument.
5. TapandenteradescriptivenameforthedocumentintheEnterDocumentNamefield.
Copyright2018Benefitfocus.com,Inc.|ConfidentialandProprietary 9
6. Taptheplusicononthecenterofthepagetoeithertakeanewpictureortoselectanexistingimagefromthedevice.
7. Selectacategoryforthedocument.
8. Associatethedocumentwithaspecificperson.
9. TapAddDocument.ThedocumentissavedandyouarereturnedtotheDocumentspage.
Reviewing/EditingExistingDocuments1. LogintotheBenefitfocusApp.
2. Tapthemenuicontoaccesstheslide-outnavigationmenu.
3. TaptheDocumentslink.
Copyright2018Benefitfocus.com,Inc.|ConfidentialandProprietary 10
4. Tapthenameofthedocumentyouwanttoreview.
5. ReviewthedocumentdetailsandviewtheimageontheDocumentDetailspage.Youcan:
a. Taptheimagetoexpandandview.
b. EdittheDocumentNamebytappingthenameandenteringanewvalue.
c. ReplacetheimagebytappingtheXicontodeletethecurrentimageandloadanewone.
d. SelectanewcategoryforthedocumentbyselectingtheCategoryitem.
6. SelectSaveDocumentatthebottomofthepagetosaveanychangesorselectthebackbuttonatthetopofthepagetoreturntothepreviouspagewithoutsavinganychanges.
DeletingDocuments1. LogintotheBenefitfocusApp.
2. Tapthemenuicontoaccesstheslide-outnavigationmenu.
Copyright2018Benefitfocus.com,Inc.|ConfidentialandProprietary 11
3. TaptheDocumentslink.
4. Tapthenameofthedocumentyouwanttodelete.
5. TapDeleteDocumentatthebottomofthescreen.
Copyright2018Benefitfocus.com,Inc.|ConfidentialandProprietary 12
6. TapYesontheconfirmationmessagetodeletethedocument.YouarereturnedtotheDocumentspage.
Frommostpages,youwillalsohaveaccesstoaNavigationMenu.Tonavigatetoanotherpage,completethefollowingsteps.
1. Tapthemenuicon(sometimesreferredtoasahamburgermenu)intheupperleftcornertoaccesstheslide-outnavigationmenu.
2. Tapanyofthemenuitemstoseemoreinformation.
3. Tapthebackiconinthetop,leftcornerofthepagetoreturntothepreviouspage.
LoggingOutTologout,tapthemenuiconintheupperleftcornertoaccesstheslide-outnavigationmenu,thentapLogOut.
Copyright2018Benefitfocus.com,Inc.|ConfidentialandProprietary 13
Toprotectyourinformation,theAppwilllogyououtautomaticallyafter5minutesofidletime.Youwillreceiveawarning30secondspriortobeingloggedout.
BenefitsManagement
Youmayberestrictedfrommakingcertainupdates,suchaschangingorcancelingaplan,ifyouarenotinadesignatedenrollmentperiodordonothaveaqualifyinglifeevent.
PleaseseebelowforasampleworkflowforNCStateHealthPlanmembers.Thesescreenshotsbelowshowwhatamemberwillseewhenloggingtochange/addadependentduetotheQualifyingLifeEvent,“Birth.”
Afterloggingin,ClickmanagemyBenefits
YouwillbedirectedtotheHomepage.ClickGetStartedtoupdatetheenrollment:
Copyright2018Benefitfocus.com,Inc.|ConfidentialandProprietary 14
YouwillneedtoscrolldownontheHomePagetoseethefullpage:
UsethedropdowntoselecttheReasonforthechangeandenterthedateofthelifeevent:
Copyright2018Benefitfocus.com,Inc.|ConfidentialandProprietary 15
Forthisexample,theReasonis“Birth.”YoumustalsoincludethedateofthelifeeventandclickNext:
Copyright2018Benefitfocus.com,Inc.|ConfidentialandProprietary 16
IMPORTANTNOTICE:Areminderregardingdocumentationrequirementswillpopupwhenaddingadependent:
TaptoselecttowhichbenefitstoapplytheQualifyingLifeEvent:
Copyright2018Benefitfocus.com,Inc.|ConfidentialandProprietary 17
Scrolldownandclickeditcoverage:
Choosetoaddadependent:
Copyright2018Benefitfocus.com,Inc.|ConfidentialandProprietary 18
ScrolldowntoclickNext:
Addnewdependentdemographicinformationonthisscreen:
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Sampledependentinfobelow:
ScrolldownandusethedropdownmenutoselecttheappropriaterelationshipandclickSave:
Copyright2018Benefitfocus.com,Inc.|ConfidentialandProprietary 20
Thedependenthasbeensuccessfullyadded!ClickNext:
Afterthedependentissuccessfullyadded,youwillberedirectedtosummarypage:
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ScrolldownandClickNext:
ThenextstepistocompletetheTobaccoAttestation:
Copyright2018Benefitfocus.com,Inc.|ConfidentialandProprietary 22
ScrolldowntomakeaselectionandClicknext:
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Atthisstep,itisIMPORTANTtoeitherapplyexistingPCPtoyourdependent,orclick“Search”toselectanewPCP,orclickNexttoskipselectingaPCP.
Copyright2018Benefitfocus.com,Inc.|ConfidentialandProprietary 24
OnceyoucompletethePCPselection,youwillberequiredtoanswerquestionsaboutanyadditionalinsuranceavailableforyouoryourdependent(s):
Onceyouthissectioniscompleted,scrolldownandClickNext:
Copyright2018Benefitfocus.com,Inc.|ConfidentialandProprietary 25
Almostdone!Next,reviewtheMedicalsummaryscreentoensurethatchangesarecorrectandclickSaveChanges:
Copyright2018Benefitfocus.com,Inc.|ConfidentialandProprietary 26
SUCCESS!Confirmationscreenwilldisplaythesavedchanges:
ThefinalstepistoaddrequireddocumentationandclickSavetoreturntohomepage:
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