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

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



An * denotes a required field.

  • 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.

Edit Group

Edit an existing group record with this option.  The only difference between edit and new is the group lookup field.  Use this field to find the group to edit.  Enter the group name or number to narrow the search list.  Click the desired record to start the edit.



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