IBN Pricing Sheet



Instant Enroll Employer User Guide

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Welcome to Instant Enroll. The purpose of this guide is to provide you with a high level set of instructions for the system from an employer/administrator perspective. You will learn how to manage your Employee’s information and set up their online health questionnaire. You will also walk through the questionnaire to get an understanding of how your employee’s will experience the system.

Login Page

This is the page your staff and your Employees will use to access the system. Access requires both a User ID and a password. Your User ID will be designated by your Broker. When logging in for the first time, your password will be the word: "password". You will be prompted to change your password and log in with your new credentials.

To log in, go to:

You may save this address in your internal browser “Favorites” folder for quick access.

Home Page

This page is the place you will see first when you enter the system. In the middle of the screen is a bar named “Menu”. These are your Navigation Links. They are as follows:

1.

1. • Employee Manager – the module from which you add, edit, delete, and manage all information for the Employees you enter in the system.

2. • Print Labels – the system allows you to print labels for the Employees entered in the system. This is a quick link to that page.

3. • Contact Us – allows you to contact technical assistance for use of this system.

4. • Logout – allows you to log out of the system.

Employee Manager

As you begin to add Employees to the system, this page will display their contact information in list format for quick access. From this page, you will be able to add, edit, search for, and remove Employees.

1. • Add Employee – this button is located at the top of the page. When you click on this button, you will access the form where you will add the Employee’s basic information. Please note that the required fields are indicated by a red asterisk. You must fill information in these fields to successfully add an Employee to the system. From this page you can:

• Manage the Employee’s information.

• Reason for Enrollment – system provides you with a preset list of reasons for enrollment based on the insurance carriers’ requirements.

• Leave the optional fields blank for the Employee to complete when they access the system.

Employee Manager (continued)

When you have completed the required fields in this form, click “Update” to add the Employee to the system. You will see the Employee displayed on the Manage Employees page. For quick access to this Employee’s information, click on the "Edit" link to the left of their name and the system will display the selected record.

To add multiple Employees at once, you may use the Census feature located just above the Employee list by uploading a spreadsheet using the example Excel spreadsheet provided by the system. Click on the "Example" link and save the spreadsheet to your computer. Then, simply enter the required information into the spreadsheet and save it. By using the "Browse" button to locate and select the completed spreadsheet, you may then click "Upload" to add all your Employee information at once, instead of one by one, as described above.

1. • Edit An Employee – this quick link on the left hand side of the page gives you access back to the Add an Employee page to view the record of that specific Employee.

2. • Search for an Employee – this is a useful feature when several Employees are listed in the Manager. Type the name of the Employee you would like to find, and the list will filter down to your specifications.

3. • Remove an Employee – to remove an Employee, mark the check box at the right hand side of the row and click the "Remove" button at the bottom of the page.

4. • Print Employee Label – click on this link in the navigation to open a PDF file to print the Employee’s labels on Avery 5160.

5. • Upload – click on this button to upload your selected Census spreadsheet.

6. • Export Census – click on this link to get a list of existing Employee information delivered in a spreadsheet format.

Printing Labels

This link will display a list of your employee's names, with their User ID and password information in PDF format. All passwords as listed as "password" which will coordinate with first time login instructions. Those that have already logged in and set up their own passwords will display "confidential" instead.

Forgotten Passwords

If you or your employee forgets their login information, the system will be able to help by clicking on the "Forgot Your Login?" link on the Login page. If you or your employee needs to have their password reset, your Broker will be able to do this for you.

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