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North Carolina State Health Plan BENEFITFOCUS App User Guide: A guide to the eBenefits Mobile App

North Carolina State Health Plan - UNC Human Resources...your mobile device: • Upload and submit images of benefit eligibility documents as required by your employer for dependent

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Page 1: North Carolina State Health Plan - UNC Human Resources...your mobile device: • Upload and submit images of benefit eligibility documents as required by your employer for dependent

NorthCarolinaStateHealthPlanBENEFITFOCUSAppUserGuide:AguidetotheeBenefitsMobileApp

Page 2: North Carolina State Health Plan - UNC Human Resources...your mobile device: • Upload and submit images of benefit eligibility documents as required by your employer for dependent

Copyright2018Benefitfocus.com,Inc.|ConfidentialandProprietary 2

TableofContents

HowtodownloadtheBenefitfocusMobileApp……………………………………………………………………………………………………3

Howtologin…………………………………………………………………………………………………………………………………6

HowtomanageDocumentCenter……………………………………………………………………………………………………………………….7Howtoenrollandupdatebenefits………………………………………………………………………………………………………………………13

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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.

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Access

AccessingtheBenefitfocusAppToaccesstheBenefitfocusApp,youwillneed:

• CompanyID–ThisonlyneedstobeenteredoncetoactivatetheApponyourdevice.TheStateHealthPlanofNorthCarolina’sUniversalAccessIDis“SHP.”

TostartusingtheApp,completethefollowingsteps:1. SelectOpenwhentheappisdoneinstallingorlocatetheBenefitfocusAppinyourlistofappsandtapthe

icontolaunch.

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2. (Firsttimeonly)ReadthetermsofserviceandtapAcceptTermsofUseifyouagreetothetermsofservice.(Youmustagreetothetermsofusetocontinue.)

3. (Firsttimeonly)EnteryourCompanyIDandtapNext.CompanyIDisSHP

4. (Firsttimeonly,Optional)Grantpermissiontoaccessmediafilesand/orpicturesonyourdevice.This

enablesyoutouploadfiles,suchasrequiredeligibilitydocumentation.

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LoggingInYouwillselectthe“MyPortal”buttontowardsthemiddleofthescreenandthenselectSHP-UNCCHAPELHILLformthedrop-downmenu.Youwillberedirectedtothesinglesignonloginpage.EnteryourONYENandpasswordtologin.

PleaseselectSHP-UNCCHAPELHILLfromtheMyPortaldropdownmenu.Youwillnotbeabletologinunderadifferentgroup.

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5. YouwillarriveontheBenefitfocusApphomepageuponsuccessfullogin.

NavigatingtheMobileApp

NavigatingtheBenefitfocusAppWhenyoufirstaccesstheapp,youwillarriveonthehomepagetoapersonalizedgreeting.Thehomepagehighlightsitemsthatmayneedattentionaswellasgivesaquickoverviewandaccesstoimportantbenefitsandcompensationinformation.

ManagingDocumentsWiththeBenefitfocusApp,youcanuploadbenefit-relateddocumentsusingyourmobiledeviceandthedocumentwillautomaticallysynchronizewithDocumentCenter,andyoucanalsomanagedocumentationrequeststhroughyourmobiledevice:

• Uploadandsubmitimagesofbenefiteligibilitydocumentsasrequiredbyyouremployerfordependentverificationorforcertainlifeevents(suchasabirthormarriagecertificates).ImagesuploadedviatheappareaccessibleinBenefitfocusAppDocumentssectionandwithintheMarketplaceDocumentCenter.

• Associateexistingimagesordocumentswithdocumentationrequests.

• Receivedocument-relatedtasksonthehomepageincluding:

o LifeEventDocumentRequest:ADocumentCenterrequestawaitinguploadofdocumentationtoverifytheassociatedlifeevent.Forexample,ifyouupdatedbenefitsduetomarriage,youmaybe

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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.

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6. Taptheplusicononthecenterofthepagetoeithertakeanewpictureortoselectanexistingimagefromthedevice.

7. Selectacategoryforthedocument.

8. Associatethedocumentwithaspecificperson.

9. TapAddDocument.ThedocumentissavedandyouarereturnedtotheDocumentspage.

Reviewing/EditingExistingDocuments1. LogintotheBenefitfocusApp.

2. Tapthemenuicontoaccesstheslide-outnavigationmenu.

3. TaptheDocumentslink.

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4. Tapthenameofthedocumentyouwanttoreview.

5. ReviewthedocumentdetailsandviewtheimageontheDocumentDetailspage.Youcan:

a. Taptheimagetoexpandandview.

b. EdittheDocumentNamebytappingthenameandenteringanewvalue.

c. ReplacetheimagebytappingtheXicontodeletethecurrentimageandloadanewone.

d. SelectanewcategoryforthedocumentbyselectingtheCategoryitem.

6. SelectSaveDocumentatthebottomofthepagetosaveanychangesorselectthebackbuttonatthetopofthepagetoreturntothepreviouspagewithoutsavinganychanges.

DeletingDocuments1. LogintotheBenefitfocusApp.

2. Tapthemenuicontoaccesstheslide-outnavigationmenu.

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3. TaptheDocumentslink.

4. Tapthenameofthedocumentyouwanttodelete.

5. TapDeleteDocumentatthebottomofthescreen.

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6. TapYesontheconfirmationmessagetodeletethedocument.YouarereturnedtotheDocumentspage.

Frommostpages,youwillalsohaveaccesstoaNavigationMenu.Tonavigatetoanotherpage,completethefollowingsteps.

1. Tapthemenuicon(sometimesreferredtoasahamburgermenu)intheupperleftcornertoaccesstheslide-outnavigationmenu.

2. Tapanyofthemenuitemstoseemoreinformation.

3. Tapthebackiconinthetop,leftcornerofthepagetoreturntothepreviouspage.

LoggingOutTologout,tapthemenuiconintheupperleftcornertoaccesstheslide-outnavigationmenu,thentapLogOut.

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Toprotectyourinformation,theAppwilllogyououtautomaticallyafter5minutesofidletime.Youwillreceiveawarning30secondspriortobeingloggedout.

BenefitsManagement

Youmayberestrictedfrommakingcertainupdates,suchaschangingorcancelingaplan,ifyouarenotinadesignatedenrollmentperiodordonothaveaqualifyinglifeevent.

PleaseseebelowforasampleworkflowforNCStateHealthPlanmembers.Thesescreenshotsbelowshowwhatamemberwillseewhenloggingtochange/addadependentduetotheQualifyingLifeEvent,“Birth.”

Afterloggingin,ClickmanagemyBenefits

YouwillbedirectedtotheHomepage.ClickGetStartedtoupdatetheenrollment:

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YouwillneedtoscrolldownontheHomePagetoseethefullpage:

UsethedropdowntoselecttheReasonforthechangeandenterthedateofthelifeevent:

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Forthisexample,theReasonis“Birth.”YoumustalsoincludethedateofthelifeeventandclickNext:

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IMPORTANTNOTICE:Areminderregardingdocumentationrequirementswillpopupwhenaddingadependent:

TaptoselecttowhichbenefitstoapplytheQualifyingLifeEvent:

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Scrolldownandclickeditcoverage:

Choosetoaddadependent:

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ScrolldowntoclickNext:

Addnewdependentdemographicinformationonthisscreen:

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Sampledependentinfobelow:

ScrolldownandusethedropdownmenutoselecttheappropriaterelationshipandclickSave:

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Thedependenthasbeensuccessfullyadded!ClickNext:

Afterthedependentissuccessfullyadded,youwillberedirectedtosummarypage:

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ScrolldownandClickNext:

ThenextstepistocompletetheTobaccoAttestation:

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ScrolldowntomakeaselectionandClicknext:

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Atthisstep,itisIMPORTANTtoeitherapplyexistingPCPtoyourdependent,orclick“Search”toselectanewPCP,orclickNexttoskipselectingaPCP.

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OnceyoucompletethePCPselection,youwillberequiredtoanswerquestionsaboutanyadditionalinsuranceavailableforyouoryourdependent(s):

Onceyouthissectioniscompleted,scrolldownandClickNext:

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Almostdone!Next,reviewtheMedicalsummaryscreentoensurethatchangesarecorrectandclickSaveChanges:

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SUCCESS!Confirmationscreenwilldisplaythesavedchanges:

ThefinalstepistoaddrequireddocumentationandclickSavetoreturntohomepage: