Setup-Users

Add-Edit-Delete Web eXchange Users.  Change access for Centers allowed, modules, and security groups.

1. Narrow user list down using any of the filter fields above each column.  Click the desired user row to select that user for edit.
2. Add a new user with the + button.

User

• Add/Edit User Details.
• Active - Designate if the user is currently active in the system.
• Email Notification - Designate if the user will receive system email notifications.
• Electronic EOB - Designate if the user should receive only electronic EOB notifications rather than a paper EOB.  Only applies to Member Center users.
• Center Access - Designate what Centers this user has access to.  Once additional Centers are checked, additional tabs will be enabled at the top of the User Edit screen for additional options.
• Impersonate - Click this button to open a new window and session as that user.  You can only impersonate Member, Employer and Provider users, not TPA users.
  • When done with impersonation, click the red button at the top that says "Stop impersonating".  This will end your session and instruct you to close that new window.  You will now be back to your own account session.

Modules

• Add access to the appropriate security Modules as needed.  This is NOT required, as Modules are also assigned to the security GROUP which can be added to the user instead.  Add specific Module access here to give a single module permission over what the Group level may already be providing.
• Change the ACCESS column icon to GREEN (thumbs up) to grant access to that Module for this user. 
• Change the READ ONLY icon to GREEN (thumbs up) to deny WRITE access to that Module for this user.  A red icon in this column means they have full write access.
• Save any changes.

Groups

• Assign security Group access on this screen.  Security Groups are defined on the main Admin menu.
• Change the ACCESS column icon to GREEN (thumbs up) to grant access to that Group for this user.
• Save any changes.

Employer

New Employer Add (Above The Grid List)

• Allow access to the EMPLOYER CENTER to specific Employer groups for this user.  Multiple groups can be added one by one if this user is permitted to access them.  Brokers, Client Services TPA Users, etc. usually have access to multiple Employer groups.
• Use the EMPLOYER search box to lookup the employer group to add.  The group key is the group number from the adjudication system, or the client name is used here.  Select the matching Employer from the list that is returned.
  • Multiple Employers can be added at one time by selecting them in the Employer box.
  • To add a specific Role to each Employer selected, choose one from the Role drop down list
  • Click the ADD EMPLOYER BUTTON to add that Employer to the list.

Record Details (Records In The Grid List)

• Add/Edit an Employer Role to add for this group.  This defines what type of access this user has to that Employer.  Employer Roles are defined on the main Admin menu.
  • Multiple roles can be added to provide appropriate access.
• Medical Plans - Add a restriction by medical plan.  Separate plans by a RETURN between each as show in screen shot above.  The user will be limited to viewing only members that match the medical plans listed. If empty, all plans are allowed.
• Departments - Add a restriction by department.  Separate departments by a RETURN between each as show in screen shot above.  The user will be limited to viewing only members that match the departments listed. If empty, all departments are allowed.
• Remove any employer record from the user by using the delete icon in the far right column. .
• Remove a role from an existing record by using the delete icon next to that role .

Member

• Allow access for this user to the MEMBER CENTER for specific Members.  Multiple members can be added if the user is permitted.  This is usually only modified for TPA user testing, or for Members that have moved Employer groups, and need to have an additional Member key added here manually. 

Provider

• Allow access for Provider Center Users.  Add by Tax ID or NPI.
• The Unique Key option can be used to limit the Provider user access to a specific record in the ECI HealthPac system's internal provider ID.

PPO (Not currently in use).

• Allow access for PPO Center Users.  Add by PPO ID (not currently available due to lack of network ID in current claim systems).

TPA Groups

Access for specific Employer groups can be DENIED or ALLOWED using this screen when the user accesses the MEMBERS menu option in the TPA Center.

• Add Employer - Type in the group name or number to select from the list.  Once selected, click the Add button to complete the addition of the new client group.
• TPA Employer List Type - How is this list evaluated for the user (options below)?
  • Black List - Any entries added in the list will be denied to the user
  • White List - Any entries added in the list will be allowed to the user