Producer Toolbox - Amazon Web Services...Producer Toolbox Step by Step Guide Anthem Blue Cross and...

Producer Toolbox

Step by Step Guide

Anthem Blue Cross and Blue Shield is the trade name of: In Colorado: Rocky Mountain Hospital and Medical Service, Inc. HMO products underwritten by HMO Colorado, Inc. In Connecticut: Anthem Health Plans, Inc. In Georgia: Blue Cross Blue Shield Healthcare Plan of Georgia, Inc. In Indiana: Anthem Insurance Companies, Inc. In Kentucky: Anthem Health Plans of Kentucky, Inc. In Maine: Anthem Health Plans of Maine, Inc. In Missouri (excluding 30 counties in the Kansas City area): RightCHOICE® Managed Care, Inc. (RIT), Healthy Alliance® Life Insurance Company (HALIC), and HMO Missouri, Inc. RIT and certain affiliates administer non-HMO benefits underwritten by HALIC and HMO benefits underwritten by HMO Missouri, Inc. RIT and certain affiliates only provide administrative services for self-funded plans and do not underwrite benefits. In Nevada: Rocky Mountain Hospital and Medical Service, Inc. HMO products underwritten by HMO Colorado, Inc., dba HMO Nevada. In New Hampshire: Anthem Health Plans of New Hampshire, Inc. HMO plans are administered by Anthem Health Plans of New Hampshire, Inc. and underwritten by Matthew Thornton Health Plan, Inc. In Ohio: Community Insurance Company. In Virginia: Anthem Health Plans of Virginia, Inc. trades as Anthem Blue Cross and Blue Shield in Virginia, and its service area is all of Virginia except for the City of Fairfax, the Town of Vienna, and the area east of State Route 123. In Wisconsin: Blue Cross Blue Shield of Wisconsin (BCBSWI), underwrites or administers PPO and indemnity policies and underwrites the out of network benefits in POS policies offered by Compcare Health Services Insurance Corporation (Compcare) or Wisconsin Collaborative Insurance Corporation (WCIC). Compcare underwrites or administers HMO or POS policies; WCIC underwrites or administers Well Priority HMO or POS policies. Independent licensees of the Blue Cross and Blue Shield Association. Anthem is a registered trademark of Anthem Insurance Companies, Inc. Anthem Blue Cross is the trade name of Blue Cross of California. Anthem Blue Cross and Anthem Blue Cross Life and Health Insurance Company are independent licensees of the Blue Cross Association. Anthem is a registered trademark of Anthem Insurance Companies, Inc.

Please use the following pages to help guide you in using the new functionality available in Producer Toolbox.

To use the capabilities in this document, click the sections while holding down the ctrl key when prompted.

INTRODUCTION

KEY TO TRAINING GUIDE .

You will find various icons within this training guide that

call out specific actions, notes, and displays for each

process step. These icons are found on the right side

panel for each step. Please refer to the key on the right

for definitions of these icons.

# Numbers indicate an action

that must be taken or an

important event that occurs

for a particular step.

Light bulbs indicate

important information to be

aware of while completing

a particular step.

Magnify Lenses indicate

where important information

displays on a screen or when

to expect a particular screen.

Begin by Logging In:

Here’s where you login or register for access.

The login button is clickable on this slide. Click on the login button

Login Page

Once Logged In:

This is the default landing page, when you login. This is where all of a broker’s business can be found. Also, the ‘New Products Available’ link above, only appears for states that have new products to promote

The graphs are dynamic and change what displays when you click on each section.

The Lines of Business buttons and filter drop-downs also change what you see, and are clickable in this presentation

In this presentation, you can also click on:

• The remaining LOB buttons

• Menu on the top-left

• Market, States, Products and Client Status buttons

• ‘Test Member’ link

• ‘Order ID Cards link

• Red arrow link

• The ‘Sorted By’ box

• Profile icon on top-right

Book of Business Default Page

Summary Screen:

The most commonly requested information displays here on the Summary tab.

• The remaining tabs

• Back to Clients link

• Order ID Cards

Ind View Details – Summary Tab

Coverage Screen:

Here’s what’s on the Coverage tab.

• The ‘Order ID Cards’ link

Ind View Details – Coverage Tab

Coverage Screen:

Here’s what’s on the Coverage tab.

Ind View Details – Coverage Tab Expanded

Dependent Screen:

If the member has dependents, they would display here.

• Back to Clients link

Ind View Details – Dependent Tab

Billing Screen:

Here’s the Billing tab and billing history

On this slide, the following items are clickable:

• Each of the other tabs

• Menu

Ind View Details – Billing Tab

Documents Screen:

Here’s the documents history and repository

• The ‘Back to Clients’ link

• Menu

• Profile icon on the top-right

Ind View Details – Documents Tab

Member ID Card Screen:

This is the page that lets you View or Download the ID card

Member ID Card

Member ID Card Screen:

This is the main Menu window available when clicking the top left corner.

In this presentation, every link on this slide is clickable.

Main Menu Page

Default Page

• The ‘Select My State’ button

• Menu

Product and Training Updates – Default Page

Select State Screen

• Colorado

• ‘X’ in top left corner

Product and Training Updates – Select State

Results Screen

• Change State

• Menu

• The ‘Select Filter Option’ dropdown box

Product and Training Updates – Results

Results Screen

• Change State

• Menu

• Select Filter Option

Product and Training Updates – Select Filter Option

Individual Screen

This is the screen when the Individual line of business has been selected.

Below each chart are buttons for lines of business. The total number of clients in each LOB is displayed above each button

In this presentation, the following items are clickable

• Large Group button

• Small Group button

• Senior button

• States, Products and Client Status buttons

• ‘Test Member’ client name link

• Menu

Book of Business – Individual Button Clicked

Market Screen

• Individual Group button

• Senior button

• States, Products, and Client Status buttons

• Order ID Cards

• Menu

Book of Business – Market Button Clicked

States Screen

• Senior button

• Market, Products and Client Status buttons

• ‘Sorted By’ box

• Menu

Book of Business – States Button Clicked

Products Screen

• Senior button

• Market, States and Client Status buttons

• Menu

Book of Business – Products Button Clicked

Client Status Screen

• Senior button

• Market, States and Products buttons

• Menu

Book of Business – Client Status Button Clicked

Large Group Screen

This is the screen when the Large Group line of business has been selected.

On this slide, the following items are clickable

• Senior button

• States and Products and Client Status buttons

• ‘Sorted By box

• Menu

Book of Business – Large Group Button Clicked

Small Group Screen

This is the screen when the Small Group line of business has been selected.

• Individual button

• Senior button

• Menu

Book of Business – Small Group Button Clicked

Senior Screen

This is the screen when the Senior line of business has been selected.

• Menu

Book of Business – Senior Button Clicked

Medical Summary Screen

This is the group Summary tab, and the information that it displays.

• Menu

Book of Business – Medical Summary Tab

Large Group Summary Screen

This is the Large Group Summary tab, and the information that it displays.

• Go to Employer Access link

• The Back to Client link

• Menu

Book of Business – Large Group Summary Tab

Medical Coverage Screen

This is the Group tab, and the information that it displays.

• Employer Access link

• Menu

Book of Business – View Details – Group Medical Coverage Tab

Group Medical Billing Screen

This is the group Billing tab, and the information that it displays.

• Employer Access link

• Menu

Book of Business – View Details – Group Medical Billing Tab

Group Medical Employees Screen

This is the Employees tab, and the information that it displays.

Each of the other tabs

The ‘Go to client account’ link

The ‘Back to Clients’ link

Order ID cards link

Profile icon on the top-right

Book of Business – View Details – Group Medical Employees Tab

Group Medical Documents Screen

This is the Employees tab, and the information that it displays.

• Menu

Book of Business – View Details – Group Medical Documents Tab

Employee Details Summary Screen

This is the employees Summary tab, and the information that it displays.

• The ‘Back to Employees’ link

• Menu

Book of Business – Employee Details - Summary Tab

Employee Details Coverage Screen

This is the employees Coverage tab, and the information that it displays, along with the option to download the coverage certificate.

Each of the other tabs

The ‘Back to Employees’ link

Order ID Cards link

Book of Business – Employee Details – Coverage Tab

Employee Details Dependent Screen

This is the employees Dependent tab. If an employee had covered dependents, they would show up here

• Order ID Cards link

• Menu

Book of Business – Employee Details – Dependent Tab

Employee Details Documents Screen

This is the Employees Documents tab, and the information that it displays.

• Menu

Book of Business – Employee Details – Documents Tab

Commission Statement Default Screen

This is the default Commissions screen.

The bar graph on the left, displays the dollar amount above each bar. When viewing on the portal, these bars can be clicked to see a specific month

• The ‘View Statement’ link

• Menu

Commission Statement Default Screen

Commission Statement View Details Screen

This is the default Commissions screen.

• The ‘Medical’ button

• The Market, States, and Product Type buttons

• The Sorted By button

• Menu

Commission Statement View Details Screen

Commissions by Product Pie Chart Medical Screen

Now that the Medical button has been clicked, you’ll see that the graph now has the orange medical section highlighted

• The ‘Medsup’ button

• Menu

Commission Statement - Commissions Chart - Medical Clicked

Commissions by Product Pie Chart MedSup Screen

Now that the MedSup button has been clicked, you’ll see that the graph now has the orange medical section highlighted

• The ‘Medical’ button

• Menu

Commission Statement - Commissions Chart - MedSup Clicked

Renewals Default Screen

This is the default Renewals screen.

• Legacy GrandmotheredRenewal States. For these states, the broker platform provides a view of both ACA and non ACA (legacy) renewals for small group. If any renewals are not accessible on the new platform, they can access them on the old platform here.

• Menu

Renewals – Default Page

Renewals Date Button Screen

This is the default Renewals screen.

• Legacy GrandmotheredRenewal States. For these states, the broker platform provides a view of both ACA and non ACA (legacy) renewals for small group. If any renewals are not accessible on the new platform, they can access them on the old platform here.

• Buttons for ‘Market’, ‘States’, and ‘Products’

• Menu

Renewals – Renewal Date Button Clicked

Filter Drop Down Button Screen

These are some of the items that appear when the ‘Select Filter Option’ box is clicked, on the Renewals screen.

• Menu

• The Market, States, Products, and Renewal Date buttons

Renewals – Sorted By Filter Option Drop Down List

Renewal Detail Tab

This is the Renewal tab, and the information that it displays.

• The Summary tab

• The ‘Back to Renewals’ link

• Menu

Renewals – Renewal Detail Tab

Renewal Summary Tab

This is the Renewal tab, and the information that it displays.

• The Renewal tab

• The ‘Back to Renewals’ link

• Menu

Renewals – Summary Tab

Applications Default Screen

Applications will display here, along with the Filter options.

• The Filter boxes

• Menu

Applications – Default Screen

Applications Default Expanded Screen

It expands to display more detail

• The Filter boxes

• Menu

Applications – Default Screen with Expanded Dropdown

Applications Select Filter Screen

This is the Applications screen, with the ‘Select Filter Option’ filter box selected

The ‘By Application Status’ box

Applications – Select Filter Drop Down List

Applications Application Status Dropdown Screen

This is the Applications screen, with the ‘Applications By Status’ filter box selected

• The ‘Select Filter Option’ box

• Menu

Applications - By Application Status Dropdown list

Quoting Default Screen

Click on ‘Select A Market’ to start a quote.

• The ‘Select A Market’ box

• Menu

Quoting – Default Page

Quoting Select a Market Screen

You can make a selection here. For this example, choose Individual

• ‘Individual’ from the Select A Market box

• Menu

Quoting – Select a Market

Quoting Select a State Screen

Now, click on ‘Select A State’

• The Select A State box

• Menu

Quoting - Select A State – No Dropdown

Quoting Select a State Screen

You can select a state here. For this example, choose California

• ‘California’ from the Select A State box

• Menu

Quoting - Select A State – With Dropdown

Quoting Select Parent and Writing Screen

After you click in the Writing Agent field…

‘Agent Name’ from the Enter Writing Agent Name box

Quoting - Select Parent and Writing Agent

Quoting Create Quote Screen

The ‘Create Quote’ button appears

• ‘Create Quote button

• Menu

Quoting - Create Quote Button Enabled

Quoting – Shopper Home Screen

Reports Default Screen

To create a report, click ‘Select a Report Type’

• ‘Select a Report Type box

• Menu

Reports - Default

Select Report Type Screen

Here’s where you select the type of report that you want.

• ‘Renewals’

• Menu

Reports – Select Report Type

Report Title and Description Screen

Fill in the Title and Description fields, and click on ‘Create Report’

• ‘Create Report’ button

• Menu

Reports – Title and Description

Report Title and Description Screen

Any reports that you create, will be displayed here.

You can also click on the Filter options

• On this slide, the following items are clickable:

• ‘Select a Report Type’ box

• ‘Select Filter Option’ box

• ‘Sorted By Date Created’ box

• Menu

Reports – List of Created Reports

Reports Status Filter Screen

Here’s what displays in the ‘Select Filter Option’ box.

• ‘Select a Report Type’ box

• Menu

Reports – Report Status Filter Option

Report Type Filter Screen

Here’s what displays in the ‘Select Filter Option’ box.

• Menu

Reports – Report Type Filter Option

Report Sorted By Filter Screen

Here’s what displays in the ‘Sorted By Date Created’ box.

• ‘Select Filter Option’ box

• Menu

Reports – Sorted By Filter Option

Additional Tools and Resources Screen

Here’s what displays in the ‘Additional Tools & Resources’ section.

• Menu

Additional Tools and Resources Default Page

Create New Site Screen

To create the Agent Connect site, click on ‘Create New Site’

‘Create New Site’ button

Agent Connect – Create New Site

Name Description and Selections Screen

Fill in the information and make your selections here, and click on ‘Create New Site’ or ‘Cancel’

Agent Connect - Name Description and Selections

Back to Main Menu

Created Sites List Screen

The name of the site you created, will display here.

Clicking on a link, will display the Agent Connect page

Agent Connect - Created Sites List

Back to Main Menu

Customer Facing Screen

The site will look like this

Agent Connect – Customer Facing Page

Back to Main Menu

Find a Doctor Screen

Here, on the Find a Doctor page, users will select their state here.

Find A Doctor

Back to Main Menu

MProducer Screen

This is the Mproducer page.

In this presentation, the 4 boxes here, are clickable

You can also click on the Back to Main Menu box

MProducer – Default Page

Back to Main Menu

Scope of Appointment Screen

This is the Scope of Appointment page

MProducer – Scope of Appointment

Back to Main Menu

Quoting Screen

This is the Quoting portion of the MProducer page

MProducer – Quoting

Back to Main Menu

Customers Screen

This is the Customers portion of the MProducer page

MProducer – Customers

Back to Main Menu

Links and Useful ToolsScreen

This is the Links and Useful Tools portion of the MProducer page

MProducer – Links and Useful Tools

Back to Main Menu

MProducer – Menu

MADE - Default

Back to Main Menu

MADE – Login Page

Resources and Forms Screen

This is the default screen for ‘Other Top Resources and Forms’.

• Menu

Other Top Resources and Forms

All Resources and Forms Screen

This is the default screen for ‘All Resources and Forms’. Once the State and Market selections are made, you’ll see what’s available.

‘Select a State’ box

• Menu

All Resources and Forms - Default

State Highlighted Screen

Here, you would select a state and a Market (Line of Business) to see what resources are available

• ‘Colorado’ from the box

• Menu

All Resources and Forms – State Highlighted

All Resources and Forms – Colorado Populated Colorado Populated Screen

Now that the State has been selected, select a Market (Line of Business) to see what resources are available

• ‘Select a Market’ box

• Menu

All Resources and Forms – Individual Highlighted Individual Highlighted Screen

Here are the markets that are available.

• ‘Individual’ from the Select a Market box

• Menu

All Resources and Forms - Example Resources and Forms Example

Here’s an example of what the All Resources & Forms section looks like.

• Menu

Original Producer Toolbox Original Producer Toolbox Screen

On this slide, the following orange button is clickable, to go into the new portal:

• Visit our New & Improved Broker Portal Click Here

Message Center – Default Message Center Screen

Here’s an example of what displays in the Message Center.

• Menu

• Profile Icon on the top-right

Message Center – Plus Sign Clicked Message Center Expanded Screen

Here’s an example of what displays in the Message Center. When the plus sign to the right is clicked, it displays more information.

• Menu

• Profile Icon on the top-right

Contact Us – Select My State Select My State Screen

This is the first part of the Contact Us screens.

• The ‘Select My State’ button

• Menu

Contact Us – State List State List Screen

Here’s the list of states, for Contact Us.

In this example, click on Colorado, to see the information that displays.

• The ‘ Change State’ button

• Menu

• Colorado

Contact Us – Contact Info Displays Contact Info Screen

Here’s an example of what displays after a state is selected in Contact Us.

• The ‘ Change State’ button

• Menu

Employer – Request Access Request Access Screen

When the broker clicks on the Submit button, an email is sent to the group, requesting access.

Click on Submit

Next Slide…

Employer – Approve or Deny Request Approve or Deny Screen

When the group contact approves the request, an email is sent to the broker, stating that access was approved

Click on ‘Next Slide’ to proceed.1

Next Slide…

Employer – Broker Receives Email Broker Email Screen

Broker receives the approval email, and can now administer for the group.

Click on ‘Next Slide’ to proceed.1

Go To Employer Access After Access Is Granted Access Screen

Now , when the broker clicks on ‘Go to Employer Access’, the broker will be taken into the Employer portal, and can administer for the group

• Go to Employer Access’ link

• Menu

Return to default Book of Business screen

Return to Main Menu

Employer – Broker Logs in and Sees This Page Employer Access Screen

Broker is automatically logged in to the Employer portal via SSO

Return to default Book of Business screen

Return to Main Menu

eQuote Default Page eQuote Default Screen

Here’s where you select the type of report that you want.

• ‘Renewals’

• Menu

Account Profile Broker/Agent Account Profile

Here’s where you can get to your Account Details, and complete your yearly HIPAA attestation, and see other information.

• ‘Account Details’ link

• Menu

Account Details Default Page Broker/Agent Account Details Default Screen

This is the default page for the broker/agency account.

Here’s where you can complete your yearly HIPAA attestation.

• ‘Complete Attestation’ link

• Menu

HIPAA Attestation Alert HIPAA Attestation AltertScreen

Here’s where you check the box, under HIPA Attestation Alert

• The green check mark area

Account Details Default Page Broker/Agent Account Details Default Screen

This is the default page for the broker/agency account.

Here, you can see that the HIPAA Attestation is now completed.

• ‘Menu’

Producer Toolbox - Amazon Web Services...Producer Toolbox Step by Step Guide Anthem Blue Cross and...

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