ServiceXG Basics

Set up enrollment

Set up an enrollment period and its election dates, then configure the enrollment welcome page, enrollment dates, Coordination of Benefits (COB A provision for determining benefits when a member has more than one benefit plan.) questions, Medicare questions, custom questions, coverage bundles A benefits package that members can choose to elect during enrollment., and editable member and dependent demographics. You need to have the Online Enrollment MemberXG add-on to access this feature.

See Enrollment overview for more online enrollment information.

Configure the enrollment welcome page

Set up the page members see when they first open the enrollment tab on the member portal. Add text and a logo, then configure which enrollment time frames members can select and make elections for.

Go to: Home > System Administration > MemberXG > Configuration

1. Open the Menu tab, then double-click EnrollmentWelcomePage.

   

2. Open the Greeting tab and enter the enrollment page greeting.
3. Enter the enrollment welcome page's before and after paragraphs. See Before and after paragraphs.

4. Open the Tips and Reminders tab and enter any tips and reminders for your members.

   

   1. Click .
   2. Enter the tip or reminder in the row.
   3. If you need to re-order the row with other rows, click it and use the blue arrows to move it.
   4. Repeat as needed.
5. Open the Others tab.
6. To add a logo to the welcome page, click Browse and select the image from your directory.

7. Choose how many enrollment periods are available for members to enroll in. For example, enter 1 to only display the most recent enrollment period, or enter 3 to display the most recent enrollment period and the two prior enrollment periods. Each enrollment is given its own link. Be sure to fill in this section

   Important! Be sure to enter a value for this field, or members won't be able to enroll.
8. Click Apply to save the information.
9. Click OK to close.

Create an enrollment time frame

Set the enrollment time frame dates and the time frame's election period.

You can also import an enrollment time frame's dates and details from a spreadsheet. See Import enrollment configuration.

10. Double-click Enrollment.

    

11. Click .

    

    ADD NEW ENROLLMENT TIME FRAME Field descriptions
12. Enter the enrollment time frame information.

Add the enrollment terms of use

Configure the terms of use members have to read and agree to before starting enrollment.

13. Open the Terms of Use tab. The default terms of use text displays.

    

14. Change the terms of use text as desired.
15. Click Apply to save your changes.

Add enrollment documents

Add enrollment-related documents to the member document center. Any member who is prepped under the enrollment time frame will be able to see the documents.

16. Open the Documents tab.

    

17. Click .
18. Select the document to select from your directory, then click Open. The new document displays in the Documents table.

19. If necessary, click and edit the document fields:

    • Display Name—The document name members will see on the portal. Be sure to make the display name something members will recognize.
    • Description—The document description. Members won't see this description.
    • Bundle Name—Select the bundle A benefits package that members can choose to elect during enrollment. to associate the document to, or select All to make it available to all bundles A benefits package that members can choose to elect during enrollment..
20. Repeat steps 17-19 for each document.
21. Click Apply to save your changes.

Enter the Coordination of Benefits (COB), Medicare, and custom questions

COB questions

Determine what COB A provision for determining benefits when a member has more than one benefit plan. information members will have to enter for themselves and their dependents during enrollment. You can view what they enter on the Manage Enrollment screen once they enroll. See Manage online enrollment.

22. Open the Questions tab.

    

    COB QUESTIONS Field descriptions
23. Enter the COB A provision for determining benefits when a member has more than one benefit plan. question information.
24. Click Apply to save.

Medicare questions

Determine what Medicare information members will have to enter for themselves and their dependents during enrollment. You can view what they enter on the Manage Enrollment screen once they enroll. See Manage online enrollment.

25. Click the Medicare tab.

    

    MEDICARE QUESTIONS Field descriptions
26. Enter the Medicare question information.
27. Click Apply to save.

Custom questions

Enter custom questions that members will answer while electing for the enrollment time frame. These questions are meant to gather basic information about your members. You can view their answers on the Manage Enrollment screen once they enroll. See Manage online enrollment.

28. Click the Custom Questions tab.

    

29. If you want add questions before bundle election, select the Leading Pages tab. If you want to add questions after bundle election, select the Trailing Pages.

30. Add the custom questions.

    1. Click .
    2. Enter the question in the Label box.

    3. Choose the answer type for the question from the Type list.

       • Radio Button—The member selects from a radio button(s) to answer.
       • Dropdown—The member selects from a list of answers to answer.
       • Check Box—The member selects from check boxes to answer.
       • Text Box—The member enters custom text to answer.
       • Numeric—The member enters a number to answer.
       • Date—The member enters a date to answer.
    4. or the answers in the Valid Data table. Once you've added a row, click it and enter the text.
    5. Choose whether the question is Required.
    6. Enter a Before Paragraph and After Paragraph for the question, if necessary. See Before and after paragraphs.
    7. Repeat steps a-f as needed.
31. Click Apply to save the question(s).

Configure the coverage types

Set up all the coverage types you want to include in each of your bundles A benefits package that members can choose to elect during enrollment.. The coverage types you set up will be available for all the group's bundle and enrollment time frames.

32. Click to configure coverage names, codes, and claim types.

    

33. Select Add New next to Existing Coverages to create a new coverage, or select an existing coverage to edit.

34. If you're adding a new coverage type, enter the name under Coverage Name.

    If you're managing an existing coverage, only enter a new name if you want to save the updated coverage as a separate copy, for example, if you want to use an existing coverage as the foundation for a new coverage.

35. Select No Coverage if the coverage type offers no coverage, and is available to members as a waive option.

36. Add Coverage Codes A code that identifies who is covered by a benefit plan type (e.g. individual or family). and Claim Types (plan types), if applicable.

    1. Click .
    2. Enter the coverage code, or select from the field list.
    3. Enter the coverage code's claim type, or select from the field list.
    4. Repeat steps a-c as needed.
37. Click Apply to save.
38. Click OK to exit the window.

Set up enrollment bundles

The enrollment bundles A benefits package that members can choose to elect during enrollment. determine the coverage benefits members can elect for an enrollment time frame. A bundle A benefits package that members can choose to elect during enrollment. is a coverage benefit or group of benefits that members can choose when electing coverage for the enrollment time frame. A member will elect one bundle, and one bundle per dependent. Set up a bundle A benefits package that members can choose to elect during enrollment. for each benefits package you want members to choose from.

39. Open the Bundle tab.

    

    Bundle Field descriptions
40. Click to create a new bundle A benefits package that members can choose to elect during enrollment..
41. Enter the new bundle A benefits package that members can choose to elect during enrollment. information.

42. Add coverage types to the bundle.

    1. Click .

       

    2. Enter the coverage information.

    3. Click Benefit Table.

       

    4. Click .
    5. Enter the Choice and Value to display in Eligibility based on the member's election.

    6. If the bundle A benefits package that members can choose to elect during enrollment. includes Premium Billing Billing used in a single employer environment where the employer is billed directly for the coverage and the member is eligible for coverage until the member or the coverage is terminated., click Rate Table.

       

       Rate Table Field descriptions
    7. Click . The new coverage displays in the table.
    8. Repeat steps a-g for each coverage type.
    9. Click to save the bundle A benefits package that members can choose to elect during enrollment..
    10. Click Apply to confirm.

43. Click to view and verify that you've set up the bundle A benefits package that members can choose to elect during enrollment. coverage correctly.

    

Configure editable member demographics

Configure the demographics members can edit during enrollment. This includes their personal information and their dependents' information. You can view their changes on the Manage Enrollment screen once they submit their election. See Manage online enrollment.

44. Open the Other tab.

    

    EDITABLE DEMOGRAPHICS Field descriptions
45. Enter the editable demographics information.
46. Click Apply to save.

Enable enroll and waive preferences

Determine whether members can choose to remain enrolled or waived from their previous enrollment.

47. Open the Keep Me Enrolled subtab under the Others tab.

    

    KEEP ME ENROLLED Field descriptions
48. Select or ignore the options
49. Click Apply to save.
50. Add header and footer text to the member enrollment pages. See Before and after paragraphs.
51. Add members to the enrollment time frame. See Import members for enrollment.

Once members have been added to the enrollment time frame and the election period is active, track and manage the associated members. See Manage online enrollment.

• To save time during future enrollment time frame setups, export the enrollment time frame you just created and use it as model for future time frames. See Export enrollment data.
• See Manage MemberXG admin accounts to set up open enrollment agents. Open enrollment agents have limited access to the member's portal account and information, allowing them to help members enroll.
• See Adjust enrollment period dates to change an enrollment periods or an election period's from and thru dates.

SEE ALSO