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eAgent User Guide

eAgent User Guide. September 2012. What is eAgent?. eAgent portal is a HealthSpring tool designed to facilitate agent and agency appointments and communications. HealthSpring has designed eAgent to allow agents to per form the following tasks :. eAgent Notes. Launching eAgent.

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eAgent User Guide

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  1. eAgent User Guide September 2012

  2. What is eAgent? eAgent portal is a HealthSpring tool designed to facilitate agent and agency appointments and communications. HealthSpring has designed eAgent to allow agents to per form the following tasks:

  3. eAgent Notes

  4. Launching eAgent eAgent is an internet application

  5. Passwords

  6. Password Change To complete password change, enter your new password and click “SAVE” in the lower right hand corner. eAgent will then take you to the home page. Note: Passwords expire after thirty days.

  7. Support for eAgent

  8. eAgent Home Page The eAgent home page gives you quick access to your upcoming Appointments and Events, assigned BRC Leads, most recent Applications. You also have the ability to view all your activities and export your lists to Excel.

  9. My Leads - Appointments

  10. Selecting an Appointment You can select an individual appointment by clicking the arrow in first column of the appointment record. This will display the appointment details including any related notes or comments.

  11. Leads

  12. Leads Fulfillment LeadsView your Fulfillment Leads with Consent to Contact Pending Leads: Use the Pending Leads search to pull all your Leads in a Pending status

  13. Leads Lead Name Equal – SearchYou can use Lead Name Equals to search on the Lead last name. For example, if you want to see all assigned Lead that start with ‘SH’, just enter SH in the name field and click the Search button in the lower right-hand corner. All Assigned Leads You can use All Assigned Leads to pull all your Assigned and Pending status leads. Your Assigned Leads can have Appointments (Past or Future), BRCs, and Fulfillment with Consent to contact. Closed leads (any reason) will not be included.

  14. Lead Details Views

  15. Lead Details Views

  16. Lead - Dispositions On the Disposition tab you can disposition a Lead. The disposition reason, secondary action (if required), and resulting status are: Eligible- Lead is eligible for Bravo Health plans (Open) Application Pending - Currently not in use (Closed) Enrolled - An application has been entered (Closed) Appointment Set - Appointment has been set for the customer (Open) Do Not Contact - Customer has requested no phone calls (Closed) Not Eligible – Customer not eligible for Bravo Health plan (Closed) You are required to select a Not Eligible Reason

  17. Lead - Dispositions Not Interested - Customer is not interested in a Bravo Health plan (Closed) You are required to select a Not Interested Reason Cancelled - Customer cancelled the appointment (Closed) You are required to select a Cancelled Reason Unable to Contact – Customer was unable to be reached (Closed) You are required to select a Unable to Contact Reason Thinking - Customer is indecisive about signing on with Bravo (Closed) Rescheduled - Customer rescheduled appointment (Closed) You are required to enter a Rescheduled Date before you save Pending - Customer should be contacted in the future when eligible (Pending) You are required to select a Pending Reason

  18. Creating Activities To create new activities, use the Add Activity icon below the Notes View – Agent Activities section. Entry Fields for a New Activity

  19. Types of Activities

  20. My Events You can view your Events from the home page or by using the My Events selection in the left hand menu.

  21. Event Details You can select an individual Event by clicking the arrow in first column of the Event record. This will display the Event details, scheduled Attendees, and Expenses

  22. Event Details Events Attendees (Scheduled) Events Expenses

  23. My Reports Several searches are available under the My Reports menu to help you manage your business: Applications by Month, Applications by Name, Incomplete & Rejected applications, Voids – Member & CMS applications, All Applications, and Enrollments by Month.

  24. My Reports Applications by Month – Search • Select the 1st day of the Effective month

  25. My Reports Applications by Name – Search • Enter the complete or partial last name of your customer

  26. My Reports Incomplete & Rejected (Applications) • All applications entered the last 30 days which are incomplete or rejected

  27. My Reports Voids – Member & CMS (Applications) • All applications entered the last 30 days which are Voids – Member & CMS • All Applications • Displays all your entered applications

  28. My Reports Enrollments by Month – Search • Select the 1st day of the Effective month

  29. My Training Provides list of your completed training courses

  30. Site Links Bravo AHIP Site - Link to Medicare On-line Training site

  31. Provider Directory Link to Bravo public website

  32. Supply Ordering Link to RRDonnelley site – Separate ID required

  33. Bravo Updates Literature • Bravo forms, guides, compliance FAQs and other items are available for downloading and printing under the Literature menu selection. Adobe Acrobat Reader, Version 7 or higher is required to View or Download. If you do not have Adobe Reader the latest version can be downloaded at http://www.adobe.com

  34. News Bravo Health will occasionally add communications via a News update

  35. Privacy Notice The Bravo Health HIPAA policy is available and viewable by clicking the Privacy button on the left hand menu bar.

  36. Any Questions ?

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