Using Court Restrictions
Using the Court Restrictions tool, you can help dependents prevent their information from being seen by the primary. Here’s how to apply Court Restrictions to a member’s login account.
Main Content
Category: Training
Posting a Document as a Quick Link
Quick Links let you share important documents on your users’ home page. Here’s how to post a document in the Quick Links of your portal.
Setting Up Provider Networks
Help members find in-network providers by posting the provider networks specific to their healthcare plan. Here’s how.
Downloading EOB Opt-Out Records
Members can opt out of mailed Explanation of Benefit (EOB) documents in your portal. Here’s how you can download a record of which members have opted out.
Routing Secure Mailbox Messages
When users send a message to you in your portal, you can route those messages to specific people on your team. Here’s how to route secure messages so that your team can respond to messages quickly and effectively.
Downloading Approved ID Card Requests
After your team has approved ID card requests in your portal, it’s easy to download those approvals for further processing. Here’s how.
Managing Provider Profile Update Requests
Does a provider need access to additional claims? Here is how providers can request access and how you can manage those requests.
Member Portal: Managing Family Settings
You control which family members can see your healthcare information when they’re logged in. Watch this video to learn how you can manage your family’s access using the Family Settings tool.
Uploading Group Logos
When your clients want to see their logo in the portal, or when you want to show logos for your different products, this tool will help. Learn the easy steps to loading your client logos to your web portal.
Posting Text Content Online
Post text on any page in your portal to inform your users about office closures, benefit reminders, or answers to questions. Here’s how!
Submitting a Ticket in the HPS Ticketing System
Tickets with a complete set of details are addressed faster. Check out this refresher training to make sure your ticket is submitted correctly and with all the right details.
Posting Online Help Content
Use Online Help to answer common questions in your web portal. Here’s how to post targeted, relevant Help content for your users!
Using Email Flags
Email flags let you organize, track, and follow up on messages sent to you in the portal. Here’s how to make the most of them!
Assigning Data Restrictions
Control what data your admin users have access to by assigning data restrictions. Here’s how to do it.
Downloading Member Email Addresses
Want to send email campaigns to your members? Here’s how to download member email addresses from your portal.