Last Updated v5.6.9

This screen is used to lookup plan participants and view Claims, Coverage, Ded/Plan Max, and Transaction history information.

***Employers with multiple employer group number access can view and search for members from ANY of the groups permitted under their account.

Viewing a Participant's Information - Enter information into at least one of the search/filter fields just above the column headings (DOB must be used in combination with another search field). Press ENTER to click the SEARCH. Click on the row containing the participant's information to view their claims and coverage information.

  • For employers with multiple group number access, the Group # search field can be used to narrow the list to a specific group.
  • The Status field can be used to filter participants in an active or terminated status.  "All" is the default setting and will show both statuses.
  • If the search criteria entered is too broad, the system will display a message requiring additional criteria to be entered.  This is done to keep the search time as fast as possible.



  • Claims - All claims are shown in order of the select column to sort.  Sort any column by clicking the column header name (Product, Claim No, DOS, etc.)
  • Searching Claims - Claims can be filtered by typing in search criteria below the respective column heading.
  • Export to Excel - Use this option to export all claims currently listed in the grid to an Excel sheet (includes all pages in the grid).


The DOS filter must be entered in MM/DD/YYYY format.
The Charges filter must omit the $ symbol.


Filtering will happen as the criteria is typed in. There is no need to click any additional buttons to perform the search. Filters can be cleared by removing the search criteria from the boxes.


Paging

Claims in the grid are shown 10 at a time. The bottom of the grid contains the current page being viewed and the total number of pages. The page can be changed by using the forward or back arrows. A page number can also be typed into the current page number box followed by the enter key. The grid will then jump to the given page number.


Claims


Viewing a Claim - Click anywhere in the row of the claim to be viewed. This will pop up the claim detail screen.


Claim - The claim detail screen is valuable for seeing how your claim was submitted from your doctor, and how you claim is paid in accordance with your health plan.

Ask a Question - When clicked, a box will be presented to ask a question regarding the current claim being viewed. Enter the question into the “Type Your Question Below” text area. Click the “Ask” button to submit your question to customer service. The status of your question can be viewed at a later date by navigating to MyInfo → My Transactions on the menu.

  • Insured EOB - When clicked, a new window will open displaying the actual EOB that was sent to the patient for this claim, or a replica EOB, if the original is not available online.
  • Plan Document - When clicked, a new window will open displaying the corresponding plan document.
  • Check Detail - Hover the mouse over the $ symbol next to the "Check" label (PAID claims only).  This will show the check details.
  • Service Line Detail - Hover the mouse over the ! symbol next to any detail line item (if present).  This will show the explanation of denied charges details.

Coverage

The Coverage screen will show demographic and detailed plan coverage information for the selected employee and any dependents on the plan.


Name - This area shows name and demographic information about the member.

ID - This area shows employer and member identification information.

  • Temp ID Card (if available for the employer):  Click this option to see a PDF copy of the member's ID card.
    • Email Card:  Once the ID card is visible on screen, click the EMAIL CARD button to send a PDF copy of the ID card to a specified email address.

Products - This area shows all covered products and details for the employee.  Select any product row to see the history of coverage for that product.  Select the "View Plan" icon next to each product to display the related plan document.

Family Members - Select a family member and the screen will update (and all tabs) with that member's information.


Family members - This area shows all dependents that have ever been covered on the plan.  Select any row and the system will update all tabs with that family member's information (Claims, Coverage, Accumulators, and Transactions).



Ded/Plan Max

 


 

  • Select the Year and Product to view the deductible, out of pocket, plan maximum(if available), and other accumulator information.
  • Web eXchange shows information for the years the participant has coverage.
  • Click the Plan Document icon to view the related Plan Document (if available).


HRA (Conditional)

***The HRA tab is only available for certain employer groups that have custom HRA information stored on the HealthSmart core claim system.  Web eXchange does not show HRA information from third party vendor systems.  The HRA tab will not display if the member does not have any HRA amounts accumulated in the core claim system.


  • Select the Year to view the related HRA information.



Transactions

 

 

  • Any Transactions for this member will be displayed in the grid list.  Filter the list as needed, and select any transaction to view the details.