webex training change reporting – session i friday, march 7, 2014
DESCRIPTION
WebEx Training Change Reporting – Session I Friday, March 7, 2014. CHANGE REPORTING OVERVIEW. The purpose of the change reporting function in the Access Health CT website is t o provide users with the ability to update pertinent information . Keep this in mind : - PowerPoint PPT PresentationTRANSCRIPT
WebEx TrainingChange Reporting – Session I
Friday, March 7, 2014
1
The purpose of the change reporting function in the Access Health CT website is to provide users with the ability to update pertinent information.
Keep this in mind:• Each time a consumer reports a change to an application a new
“Application ID” is created.• If you make a change follow it through to the point at which eligibility is
determined.• Use MAGI as a guide when entering income Information.• To enroll in another plan contact the Call Center
Note: Use Anonymous Browsing for shopping options; not Change Reporting!
CHANGE REPORTING OVERVIEW
CHANGE REPORTING: TWO TYPES of CHANGES
• There are 11 options to choose from on the screen in order to make changes.
• In our review today we will cover two common changes.
• Add a household member.
• Add income from another household member.
(Based on feedback we can cover other scenarios in the future.)
Report a Change: Build Household - Change #1: Add Member
Topic
Report a change in Income or Household
The screen to the left is used to report a change. Changes include life events of the primary applicant or his/her household.
If a person is making a change for the first time on the application, the link “Report A Change” in income or Household will be displayed.
• “Report a Change Screen” indicates some of the input documents needed to provide the information needed to report the change.
• For example, birth certificate, marriage certificate, pay stub,1040 tax form, company statement.
• Click “Next”.
Report a Change: Build Household – Change #1: Add Member
Topic
“Reason for Changes Screen”
• Click on the type of change(s) desired. select all changes that you will be making.
• In this example, the consumer selected “Add or remove household member” and “Change household income or deductions”
Click “Next”.
Build Household – Reason for Changes
Topic
“Household Members Screen” lists all current household members.
• Review that current member are listed correctly.
• On the bottom right, click “Add Member”.
Report a Change: Build Household – Change #1: Add Member
Topic
Add Household Members Screen
• Add a household member include name, date of birth, social security number, gender, answer question on need for health coverage, answer whether social security number is the same, reason for addition, date of change.
• Fields with red asterisk are required.
• Just a reminder - click the box “Don’t have social security number.” if the new family member (such as a newborn) has not yet received a Social Security #.
Build Household – Change #1: Add Member
Topic
Add Household Members Screen
• Fill in the data boxes
• We’ll choose “Birth” as the reason for change. (This is one option in the drop down menu birth, adoption, placement for adoption, marriage, and other.)
• Make sure to enter date of birth (for example, 01/01/2014).
• Click “Save”
Build Household – Change #1: Add Member
Topic
• Verify that the new household member has been added correctly.
• Click “Next”.
Build Household – Change #1: Add Member
Topic
SSN and Identity Verification Advisor Screen.
• Must confirm with clients that their Personally Identifiable Information (PII) including social security number will be used to verify their identity.
• Click “Next”.
Build Household – Change #1: Add Member
Topic
Household Address and Contact Information Screen
Unless the inclusion of a new family member changes this information, just click “Next”
.
Build Household – Change #1: Add Member
Topic
Application Review Screen
• Review the information on the screen to ensure accuracy.
• Click “Confirm”.
Build Household – Change #1: Add Member
Topic
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CHANGE REPORTING
Have created a new household member. Next step is filling-in individual details. This information is added to ensure correct eligibility, and includes:
1. State residency2. Pregnancy3. Disability4. Citizenship/Immigration5. Tribal status
Note: the system would normally display each household member’s information, for clarity those redundant screens will not be shown as part of the review.
State Residency Screen
This will confirm whether the new family member resides in or outside the state.
(Example where this is pertinent: recently divorced parents with a new child).
• Click “Next”.
Individual Details - State Residency - Change #1: Add Member
Topic
Pregnancy
(Example where this is pertinent: a new spouse).
• Click “Next”.
Individual Details – Pregnancy - Change #1: Add Member
Topic
Disability Status
(Example where this is pertinent: An adopted child with disabilities).
• Click “Next”.
Individual Details – Disability Status - Change #1: Add Member
Topic
Citizenship andImmigration Status Screen”
• Review screen, either keep as selection appears or change. Going back to the original example, check off Veronica as a US Citizen,
• Note: Consumer will be instructed to submit verification documentation later in the process.
• Click “Next”.
Individual Details – Citizenship/Immigration -
Topic
Change #1: Add Member
• From “Tribal Status Screen”
Answer as circumstances dictate.
• Click “Next”.
Individual Details -Tribal Status Change #1: Add Member
Topic
Individual Details Screen .
• Answer as circumstances dictate.
• To information, must select “Add/Edit”
• Click “Next”.
Individual Details - Change #1: Add Member
Topic
Household Relationships Screen (this screen will require input to complete).
• Verify correct relationships.
• At the screen to the left you can see our initial example, Veronica Fekete, and her various family relationships. (For example: Veronica Fetke is the daughter/son of Lon).
• Click “Next”.
Individual Details - Household Relationships - Change #1: Add Member
Topic
Application Review Screen
• Review screen – check for accuracy.
• Click “Next”.
Individual Details - Application Review - Change #1: Add Member
Topic
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CHANGE REPORTING
- Process check -Stated that this session focused on an example that made two changes – “add a family member” and “change household income”. If the second change was not selected, the system would go to Eligibility Status for the new family member. Because of the second change, the system flow will continue as follows.
Federal Tax Details Screen
• Select the correct filing status and identify which tax payer is the primary filer
• Click “Next”.
Individual Details - Tax Information – Change #2: Income Change
Topic
Federal Tax Details Screen (#2)
• Complete for the secondary filer.
• Click “Next
Tax Information – Change #2: Income Change
Topic
• Federal Tax Details Screen
• Answer the question “Will every member in your household have the same tax status in 2014 as in 2013?”
• If “Yes”, click Yes
• Click “Next’.
Tax Information – Change #2: Income Change
Topic
Federal Tax Details Screen
• Click “Filing Status” for (the new family member) Veronica Feteke.
• Assuming Veronica is a newborn, select that she is a “Tax Dependent of Someone from Household” and choose which family member she is a dependent of (Lon Feteke).
• Click “Next”.
Tax Information – Change #2: Income Change
Topic
The “Application Review Screen – Tax Filing Status” is displayed.
• Click “Confirm”.
Tax Information - Application Review – Change #2: Income Change
Topic
Income Confirmation Screen
• In this example, the change of income does not come from the ‘primary job’, but from ‘other income.
• Click “Next.”.
Tax Information - Income Confirmation – Change #2: Income Change
Topic
Household Income Types Screen
• Answer the question “Are you or someone in your household currently receiving other income?(changes would be made here)
• Click “Yes”
• Click “Next”
Household Income– Household Income Types – Change #2: Income Change
Topic
Household Income Types
• Click “Add Income”.
• Add new income source (Sample of pop-up that is created when clicking “Add Income” not available).
• When finished adding “other income”, click Next.
Household Income – Current Month Income - Change #2: Income Change
Topic
Other income $XXX.YY/Month
Household Income Types Screen
A reminder – this is where a change to self employment would be made.
Household Income - Household Income Types - Change #2: Income Change
Topic
Current Deductions Screen
• Answer deductions question.
• If, “Yes”, identify who is getting the deductions.
• Click “Next”.
Household Income - Change #2: Income Change
Topic
Current Month Deductions Screen
• If needed, “Add Deductions”
• Enter information
• Click “Next”
Household Deductions – Current Month Deductions - Change #2: Income Change
Topic
Application Review – Income & Deductions Screen
• Review information,
• If accurate, click “Next”.
Application Review – Income & Deductions - Change #2: Income Change
Topic
Additional Questions – Employer Offered Health Coverage Screen
• Had members of the family had changes in insurance through an employer health plan, this screen would allow for changes.
• Click “Next”.
Additional Questions- Employer Offered Coverage – Changes #1 & #2
Topic
From “Application Review -Additional Questions Screen”
• Had there been any, this screen displays any information that may have been entered on employer offered insurance.
• Click “Confirm”.
Additional Questions - Application Review – Changes #1 & #2
Topic
Following is a brief section on Special Enrollment There is a specific webinar which covers special
enrollment
CHANGE REPORTING
From “Special Enrollment Questions Screen”
• This screen displays information entered on special enrollment conditions: adoption, marriage, immigration status, and moving within the last 60 days.
• Click “Next”.
Special Enrollment – Review Screen – Changes #1 & #2
Topic
From “Application Review - Special Enrollment Questions Screen”
• This screen displays information entered on special enrollment conditions: adoption, marriage, immigration status, and moving within the last 60 days.
• Click “Confirm”.
Special Enrollment– Review Screen – Changes #1 & #2
Topic
Application Review –Build Household Screen
• This screen displays any information that may was entered for household members, social security numbers, address and other contact information.
• Click “Confirm”.
Application Review - Build Household – Changes #1 & #2
Topic
Application Review –Build Individual Details Screen
• This screen displays any information that was entered for household members including relationships.
• Click “Confirm”.
Application Review- Individual Details – Changes #1 & #2
Topic
Application Review –Tax Filing Status Screen
• This screen displays any information that was entered for household members regarding tax filing status.
• Click “Confirm”.
Application Review- Tax Filing Status– Changes #1 & #2
Topic
Application Review Income & Deductions Screen
• This screen displays any information that was entered for household members regarding income and deductions.
• Click “Confirm”.
Application Review- Income & Deductions– Changes #1 & #2
Topic
Application Review Additional Questions Screen
• This screen displays any information that was entered for household members regarding employer offered health insurance.
• Click “Confirm”.
Application Review- Additional Questions – Changes #1 & #2
Topic
Application review - Special Enrollment Questions Screen
• Verify responses to “Special Enrollment Criteria”.
• Click “Confirm”.
Application Review- Special Enrollment– Changes #1 & #2
Topic
From “Application Review –Signature Screen”
This screen displays six statements which the consumer is prompted to respond to acknowledging they have read and understand the statement.
Statement #5 acknowledges that by inputting changes, eligibility may change.
• Click “Next”.
Application Review – E-Signature – Changes #1 & #2
Topic
From “Enrollment Qualification Information Screen”
(This screen displays eligibilityinformation.)
• Click “Next”.
Application Review - Enrollment Qualification – Changes #1 & #2
Topic
Eligibility Determination Screen
• This screen displays eligibility information for all household members.
• Consumer clicks insurance selection of their choice for their new family member.
• Click “Next.
Eligibility Determination - – Changes #1 & #2
Topic
• The Report a Change Function enables changes to be made to an account.• These changes range from :
Adding a Household Member, Changing Address Changing Citizenship/ Immigration Status Income Changes Tax Information
• The above changes may impact eligibility
CHANGE REPORTING SUMMARY
