To set up a new employer, you will need to have at least one employer plan created. To learn more about creating employer plans, click here.
To Create a New Employer:
Navigate to Admin > Employers.
Note: Some accounts may see 'Sponsors' instead of 'Employers'.
Select '+ New Employer' in the upper right-hand corner.
Name the employer, select a default plan, and set their billing start date.
Click 'Create New Employer'.
You will then be taken to the employer's 'Account & Pricing' tab where you can configure the following:
Contact Information
On the company's 'Account & Pricing' tab, you can edit the company's name, as well as add an address and a telephone number.
Employee Pricing
The default plan will be the plan you selected when creating the employer. You can change the employer's default plan at anytime by clicking 'Change Default Plan' and selecting a new one. Please keep in mind that if the employer does not have multiple plans enabled, changing the employer's default plan will change the pricing for all enrolled employees effective immediately.
If you would like to allow the company's employees to select from multiple plans, switch the 'Multiple Plans' toggle to 'On' and select which plans you would like to be available.
Company Administrators
To invite a company admin into their employer portal, follow these steps:
Navigate to the company's 'Account & Pricing' tab.
Scroll to the 'Company'Administrators' section of the page.
Type their email address into the 'Email' field and click 'Create and Invite'.
To invite additional company admins, click the '+ New Administrator' button.
Company admins will be invited in to the employer portal where they can manage employee enrollments and view/pay invoices.
Employee Enrollment
There are a number of ways employees can be enrolled:
The employer can share the 'Employee Signup Link' directly with their employees. Click here to learn more about the employee signup link.
The employer provides a list of employees and dependents they know will be enrolled. You can upload that list following these directions or manually add them following these directions. There is no action needed from the employees.
The employer provides an eligibility file (i.e. they don't know who will want to enroll/opt-in). You can upload it by following these directions or manually add eligible employees and dependents following these directions.
The employer can then share the 'Employee Signup Link' with employees and they can choose to enroll or not.
Employees can also be sent an email invite to enroll in employers sponsored coverage - learn more about this feature here.
When the employee enrolls from online signup & the system finds a match on first name, last name and date of birth, it will automatically enroll that employee. If a match is not found, we will email the company admin to approve the enrollment.
As a note, Company Admins will also be able to manually add employees/dependents from the 'Employees' tab as well as upload a file from the 'Employee Uploads' tab.
Dependent Information
Often employers limit the number of dependents they are covering. If an employee self enrolls, it will automatically limit the number of dependents they can add based on the limit set in this section. If you (the practice) or a Company Admin manually adds a dependent the limit here will not be applied.
Enrollment Cutoff Day
The enrollment cutoff day is used to determine the date that an employee should be enrolled on.
Hint only enrolls employees as patients on the first of the month. However, if an employee is added mid-month, some employers will want to pay for this month's membership so the individual can receive care immediately, while others want to wait until the start of the following month.
The enrollment cutoff day is used to support these varying employer preferences. By default, it is set to the 1st of the month. If an employee is added before the cutoff date their membership will start on the 1st of the current month. If added after the cutoff date, their membership will start on the 1st of the following month. In both cases their employer will be billed accordingly.
Collect Provider
If employees are self enrolling, you can either not ask for provider, make it optional, require it or default to whatever the setting is for the practice as a whole.
Default Provider
If you would like all employees under an employer to be automatically assigned to a specific provider, you can define who that should be in this section.
Employee Divisions
Learn more about employer divisions here.