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Manage Groups



The manage groups screen in myHealth allows an admin to add/edit a client group's setup within the myHealth system.  The group setup will determine what links/portals the members of that group see when they login to myHealth.







Add Group

An * denotes a required field.

Add a new group to the myHealth system by filling out the required fields on the form.

  • Edit Existing Group:  Not used for NEW groups.  See the section below for Edit Group.
  • Assign Portals:  Expand to select the portals/links this client group should have access to.
  • Organize Group Portals:  This section will not be available until the entire portals have been assigned and after the entire new group record has been saved.
    • Once available, this area can be used to reorder the portals assigned.
  • Portal Plan Restrictions:  This section will not be available until the entire portals have been assigned and after the entire new group record has been saved.
    • Once available, the existing portals can be restricted to a specific plan within the group, if required.
  • Group Name:  Enter the name of the client group.  This is what will display as the group name to the members.
  • Group Number:  Enter the exact group number from the core claim system for this client group.
    • If the number is not entered correctly, the system will not be able to match members to this record.
  • Enabled:  Check this box to make this group record active/enabled in myHealth.
    • Disabled groups will not allow members for that group to register or use the system.
  • Address:  Enter the address for the group.  This is for reference only.
  • Address 2:  Enter the address line 2 for the group.  This is for reference only.
  • City:  Enter the city for the group.  This is for reference only.
  • State:  Enter the state for the group.  This is for reference only.
  • Zip Code:  Enter the zip code for the group.  This is for reference only.
  • Set Custom HCBB Code (Optional):  Select this option and enter a code for the Healthcare Bluebook (HCBB) / MyDecision SSO portal.
    • This is only used if the group has elected one the HCBB portals.
    • Implementation or Client Services will provide the code to use for this group in the setup documentation.
  • Create Demo Account (Optional):  Select this option to have the system create a demo member account for this group.
    • Two additional fields will appear with the username and password assigned for the demo account.
    • This is a rarely used option, but can be requested by an Implementation or Client Services team member to see/demo the portal for the client.
  • Add ID Card Alias (Optional):  Enter a group number alias if this group has a different group number on their ID cards.  This will allow members to create a myHealth account with the alternate group number or the standard group number.
    • This is the case for some Anthem or BCBS groups.
    • The group setup documentation will specify the alias group number id required.
  • Click the Save button to complete the new group addition.

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