Video Summary
In this webinar, we will guide you through the process of creating your HealthSherpa account, obtaining a quote, and enrolling your clients in a health plan. Learn about consent forms, following up with clients, and fixing data matching issues. This interactive session will provide step-by-step instructions to ensure you have all the tools and knowledge needed to navigate HealthSherpa with ease.
Timestamps
(1:58) Getting Started
First steps, creating an account, setting up referrals, compliance checks, connecting to Healthcare.gov
(8:57) Dashboard
Navigating the dashboard
(13:00) Quoting
Client household details, comparing plans
(20:57) Consent Forms
Verbal and written consent
(24:31) Enrolling
Checking for an existing account, application questions, eligibility letter
(34:41) Reporting a Change
Updating information
(36:49) Following Up
At risk AOR, fixing Data Matching Issues (DMI)
(42:56) HealthSherpa Demo
Live demo of HealthSherpa
