webex training change reporting – session i friday, march 7, 2014

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 ScreenThis 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 -

TopicChange #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