NOTE: All information included in this walkthrough guide includes mock consumer information. No real consumer information is used in this guide.
How to Add a Member to an Application
Step 1: Navigate to our dashboard and select “Active Individuals” under the “Individuals” tab.
Step 2: Identify the consumer who you are working with and select the “Account” option from their individual entry.
Step 3: Select the “Individual View” option when prompted to enter their Individual Account.
Step 4: Land on the consumer’s homepage. From here, scroll down to view their applications.
Step 5: Under consumer’s Household Eligibility section, select “Edit Application”:
Step 6: The application will be pre-populated with the information submitted initially. If the only change to the application is to add or remove a dependent, navigate to the “About Your Household” tab.
Step 7: To add a dependent, select “Add Person” from the top right of the “About Your Household” section.
Step 8: A blank applicant section will appear. Select “Yes” if the individual is seeking coverage and add their Name and DOB information.
Step 9: After inputting the information, scroll down on the page to continue. The New Dependent with the completed information is displayed below:
Step 10: Select “Save & Continue” to proceed:
Step 11: Add the relationship information for the new dependent being added.
Step 12: After the relationships are updated, select “Save & Continue”:
Select 13: Complete the Household Addresses question and select “Save & Continue”:
Select 14: Review and validate the Summary Household information section for accuracy:
Step 15: The application will prompt you to complete the Family and Household, Income Information, and Additional Information sections for the newly added dependent.
Step 16: Proceed to the “Review and Sign” section to sign the application:
Step 17: Enter the consumer’s electronic signature after completing the attestations and select “Submit application”.
Step 18: You will receive a message that the application is in progress and the eligibility determination is being made.
Step 19: The eligibility determination will appear. Select “My Dashboard” to return to the consumer’s main page to complete the enrollment.
Step 20: To add the new member to the existing plan, select “Finalize Plans”.
Step 21: Select “Save and Continue” on the first screener page.
Step 22: Select “Shop Dental Plans” to add the dependent to the existing plans:
Step 23: The dependent will be added to the new plan and the consumer will view a banner indicating the premium increase with the change. Select “Sign Application” to continue:
Step 24: You will then sign the application to complete the enrollment. From this page scroll down to add your electronic signature.
Step 25: Check the attestation box, provide the eSignature, and select “Sign and Enroll”:
Step 26: Receive confirmation that the dependent has been added to the plan. NOTE: The PayNow option will only appear if the consumer has not yet paid the binder for the plan. If the consumer already made binder payment prior to adding the dependent, this button will not appear. Select “Go to Dashboard” to return to the consumer’s home page.
How to Remove a Member from an Application
Step 1: Navigate to our dashboard and select “Active Individuals” under the “Individuals” tab.
Step 2: Identify the consumer who you are working with and select the “Account” option from their individual entry.
Step 3: Select the “Individual View” option when prompted to enter their Individual Account.
Step 4: Land on the consumer’s homepage. From here, scroll down to view their applications.
Step 5: Under consumer’s Household Eligibility section, select “Edit Application”:
Step 6: The application will be pre-populated with the information submitted initially. If the only change to the application is to add or remove a dependent, navigate to the “About Your Household” tab.
Step 7: The application will be pre-populated with the existing household members. Scroll down to locate the dependent to remove.
Step 8: Consumer has two options: (1) To remove a dependent from the household entirely, select “Remove Member”. (2) To remove a dependent from coverage who is still in the household but who is no longer seeking coverage, select “No” to the “Are you seeking coverage?” question:
Step 9: Select the appropriate option (“No” for this case) and scroll down:
Step 10: Select “Save & Continue”:
Step 11: Verify Household Relationships and select “Save & Continue”:
Step 12: Verify Household Addresses and select “Save & Continue”:
Step 13: Verify the Summary information. The dependent who is being removed will now say “No” to “Seeking Coverage”:
Step 14: The application will prompt you to review the Family and Household, Income Information, and Additional Information sections to confirm no information has changed:
Step 15: Proceed to the “Review and Sign” section to sign the application:
Step 16: Enter the consumer’s electronic signature after completing the attestations and select “Submit application”.
Step 17: You will receive a message that the application is in progress and the eligibility determination is being made.
Step 18: The eligibility determination will appear. Select “My Dashboard” to return to the consumer’s main page to complete the enrollment.
Step 19: During Open Enrollment, the dependent will be automatically removed from the plan, and the consumer can change plans if desired:
Step 20: To view the removed dependent, select the “My Enrollments” tab:
Step 21: The removed dependent is now cancelled from the 1/1/2024 plan: