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ADD NEW INDIVIDUAL LINK SCREEN FLOW January 8, 2014
ADD NEW INDIVIDUAL LINK SCREEN FLOW
January 8, 2014
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When CEC logs into their dashboard, they will have new “Add New Individual” link in the left navigation pane
Click the Apply Now button
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Start the application
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CEC Enters their eSignature and PIN
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ACCESS CODE FOR CONSUMER TO ACCESS THEIR INFORMATION
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Click on “Choose a Health Plan” button
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Enter CEC’s PIN and eSignature
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Please note information given on this page
Manage Verification Link is located on lower right panel. Use this link to upload verifications
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Click on Submit Verifications link from left navigation pane
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Click the Upload Link to upload one of the verification types listed
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Comments are mandatory
Click upload document
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Select document type
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When “File Uploaded successfully” displays in green font, click “Close”.
Click Back to upload another document or continue
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Click Upload link for next verification needed, if any, and follow above steps
Document type will correspond with pre-filled document category
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Click Back button
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Screen will show link for uploaded documents
Enter Comments and click the Submit button
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Congratulations! You are done! Use the Return button located in the upper left hand corner to return to your dashboard.
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If CEC times out or needs to come back to finish application later, application can be retrieved by logging into their dash board, clicking the Individuals Tab, selecting “Active Individuals”. Click on name of applicant
When in applicant’s profile, switch to individual view using link in left navigation pane
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Click the Resume button to continue the application
