Last Updated v5.6.9
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.
The DOS filter must be entered in MM/DD/YYYY format. |
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.
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.
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.
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).
***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.