Add a Household Member

Use this guide to add an individual new to RI UHIP to a household (add a member) or to add an individual that already has an account in RI UHIP to a household (merge accounts).

 

From the Home Page access the Admin Dashboard screen and click on the Manage an Individual Account link.

 

An individual new to RI UHIP can be directly added to a household. If a household member is a member in another account, he/she must be removed from that account before being added to a new account. For instructions on how to remove a member from an account, go to the Remove a Household Member user guide. If the individual is a primary applicant for another RI UHIP account, his/her original account is first deactivated. Use the Activation – Deactivate a Login user guide to deactivate an account.

 

Process Steps

To add a member to a household:

1.      Click on the Manage an Individual Account link in theIndividual Administration section on the Admin Dashboard screen.

 

·       The Account Search screen is displayed.

 

2.      Enter the search criteria for the user account:

 

a.     Select the Individual from the Role drop-down menu.

b.    Enter the first name of the account’s primary applicant in the First Name textbox.

c.     Enter the middle name of the account’s primary applicant in the Middle Name textbox.

d.    Enter the last name of the account’s primary applicant in the Last Name textbox.

e.     Enter the date of birth of the account’s primary applicant in the Date of Birth textbox in the format MM/DD/YYYY or select it from the calendar.

f.     Enter the social security number of the account’s primary applicant in the Social Security Number textbox in the format XXX-XX-XXXX.

g.    Enter the account number in the Account ID textbox.

h.     Enter the Application Received Date from and the Application Received Date to fields in the format MM/DD/YYYY or select them from the calendar.

None of the fields to enter/select search criteria is mandatory; however, at least one must be selected or entered for the search to be completed.

 

 

3.      Click the <Search> button.

 

·       Accounts that match the search criteria are displayed.

 

4.      Select the radio button adjacent to the account.

 

5.      Select View Account from the Admin Functions drop-down menu.

 

6.      Click <Submit>.

 

·         The Administrator View of Individual Account screen is displayed.

 

7.      Click the Report a Change in Income or Household link in the Quick Links section in the Admin View of the Individual Account dashboard.

 

·         The Application Review screen is displayed.

 

8.      Click the Edit Information link under the Family Members section.

 

·         The Your Information – Your family members screen is displayed.

 

9.      Click <Add Member> .

 

·         Add a Household Member pop-up is displayed.

 

10.    Select the Reason for Adding the Individual to the Household. Options are:

 

a.     Birth

 

b.    Adoption

 

c.     Marriage

 

d.    Lost the coverage

 

e.     Moved to Rhode Island

 

f.     Change in lawful status

 

g.    Placement in foster care

 

h.     Became caretaker for a child under 19

 

i.      Domestic partnership

 

j.      Change in custody

 

k.     Other

 

11.    Enter the Effective Date for the individual being added to the household in the format MM/DD/YYYY or select it from the calendar.

 

12.    Click <Next>..

 

·            Fields for the new household member are displayed.

 

13.    Enter information about the new member:

 

a.     Enter the member’s first name in the First Name textbox.

 

b.    Enter the member’s middle name in the Middle Name textbox.

 

c.     Enter the member’s last name in the Last Name textbox.

 

d.    Select the member’s Suffix from the Suffix textbox.

 

e.     Enter the member’s date of birth in the Date of Birth textbox in the format MM/DD/YYYY or select it from the calendar.

 

f.     Select the member’s gender.

 

g.    Select the radio button to indicate if the new member is applying for medical health coverage.

 

h.     Select the radio button to indicate if the new member is applying for dental health insurance.

 

i.      Select the radio button to indicate if the member has a Social Security Number. If the member has a social security number, enter it in the Social Security Number textbox in the format XXX-XX-XXXX.

 

To add more members to the household, click the Add Member button again and repeat the procedure. The application supports up to 15 individuals per household.

 

 

14.    Check the textbox to acknowledge the applicant has the consent of all family members listed on the application and gives consent to HealthSource RI to use the information as described in the Rights and Responsibilities portion of the application.

 

15.    Click <Next>..

 

·         The Your Information – Contact Information screen is displayed for the primary applicant.

 

16.    Click <Next>.until the icon of with the name of the new household member is highlighted under the screen title and the information for the new household member is displayed.

 

 

You must continue to click <Next>.through each household member to view the data entered for the new individual.

 

 

17.    Select the radio button to indicate if the new member lives with the primary applicant.

 

18.    From the drop-down box, select the relationship the new member has with other members of the household.

 

19.    Select the relationship of the new member with the primary applicant from the drop-down menu.

 

20.    Select the radio button to indicate the new member’s race and ethnicity from the drop-down menu.

 

21.    Select the radio button to indicate if the new member is incarcerated.

 

22.    Select the radio button to indicate the new member’s citizenship/immigration status.

 

23.    Select the radio button to indicate if the new member is an American Indian or Alaskan native.

 

24.    Click <Next>..

 

·         The Special Circumstances screen is displayed.     

 

25.    Select the radio button to indicate if the member is physically ill, incapacitated, blind or disabled.

 

26.    Select the radio button to indicate if the member needs help with activities of daily living.

 

27.    Select the radio button to indicate if the member was under the care of Rhode Island foster care system on his/her 18th birthday.

 

28.    Click <Next>..

 

·         The Current Job and Income screen is displayed.

 

29.  Select the radio button to indicate if the member works as an employee for a business or organization. If yes, enter the name and address of the employer and select the monthly income.

 

30.  Select the radio button to inidicate if the data above is based on information from documentation/external sources and entered by the worker.

 

31.  If needed, enter addiontal remarks in the Worker Income Note field. Notes entered are displayed in the Notes History box. Click the View link to read the full text of the existing note(s).

 

32.  Select the radio button to indicate if the member is self-employed. If yes, enter the type of work performed and the gross monthly self-employment income.

 

33.  Select the radio button to inidicate if the data above is based on information from documentation/external sources and entered by the worker.

 

34.  If needed, enter addiontal remarks in the Worker Income Note field. Notes entered are displayed in the Notes History box. Click the View link to read the full text of the existing note(s).

 

 

35.  Select the radio button to indicate if the member has other sources of income to report. If yes, select the income type from the drop-down menu, enter the amount and select how often the income is received from the drop-down menu.

 

36.  Select the radio button to indicate if the member has deductions to report. If yes, select the deductions type from the drop-down menu, enter the amount and select how often the deductions are taken from the drop-down menu.

 

37.  If the member is self-employed, select the radio button to indicate if he/she has self-employment deductions to report. If yes, select the deductions type from the drop-down menu, enter the amount and select how often the deductions are taken from the drop-down menu.

 

38.  If the new member’s income is not steady month to month, enter the estimated income for the year of coverage in the Total Income textbox.

 

39.  Select the radio button to inidicate if the data above is based on information from documentation/external sources and entered by the worker.

 

40.  If needed, enter addiontal remarks in the Worker Income Note field. Notes entered are displayed in the Notes History box. Click the View link to read the full text of the existing note(s).

 

The income entered in the Current Wages and Tips or the Gross Monthly Self-Employment Income fields is always used to determine eligibility for Medicaid.  Current income is used to determine Medicaid eligibility even if an amount is entered in the Total Income field.

 

When an amount is entered in Total Income, it is used to determine APTC/CSR eligibility. Current Wages and Tips or the Gross Monthly Self-Employment Income is used to determine APTC/CSR eligibility only when the Total Income field is left blank.

 

 

41.  Click <Next>..

 

·         The Tax Applicant Information is displayed.

 

42.  Select the radio button to indicate if anyone in the household plans to file a Federal tax return next year. If yes, check the box adjacent next to the member(s) filing taxes, select his/her filing status from the drop-down menu and indicate if he/she is claming any dependents.

 

43.  Select the radio button to indicate if anyone in the household is a dependent on someone else’s tax return. If yes, check the box to select the dependents being claimed in someone else’s return.

 

44.  Click <Next>..

 

·         The Your Information – Access to Coverage is displayed.

 

45.  Select the radio button to indicate if the new household member(s) is(are) offered health coverage from a job. If yes, enter information about the coverage (employer contact information, enrollment status and cost of the premium).

 

46.  Select the radio button to indicate if the new household member(s) is(are) has(have) access to other non-public health insurance. If yes, check the box to select the type of insurance.

 

47.  Select the radio button to indicate if anyone in the household has access to dental insurance.

 

48.  Select the radio button to indicate if the new household member(s) has(have) access to other health coverage. If yes, check the box to select the type of coverage.

 

49.  Click <Next>..

 

·         The Authorized Representative screen is displayed.

 

50.  Click <Next>..

 

·         The Application Review screen is displayed.

 

51.  Click <Next>..

 

·         The Electronic Signature screen is displayed.

 

52.  Review the text on screen and click <Next>..

 

·         The Electronic Signature screen is displayed.

 

53.  Click <Next>..

 

·         A pop-up asking to confirm the application submission is displayed.

 

54.  Click <Yes>.

·         A pop-up confirming the application has been submitted is displayed.

 

55.  Click <Next>..

 

·         The application including the new household member is submitted.

 

·         The Eligibility Determination screen is displayed.

 

·         A popup is displayed indicating that a new healthcare plan needs to be selected as eligibility has changed. On closing the popup, the Choose a Plan screen is displayed.

 

·         If the updated information affects the household eligibility, proceed to the Eligibility Verification process.

 

·         If the updated information does not affect the household eligibility, the Administrator View of Individual Account is displayed.

 

56.  On the Choose a Plan screen:

 

a.     From the Left Hand Panel, click <Add Provider> from the Healthcare Providers section.

 

b.    The Search for a Provider screen displays.

 

57.  On the Search for a Provider screen, enter the search criteria:

 

a.     First Name

 

b.    Last Name

 

c.     Facility Name

 

d.    City

 

e.     State

 

f.     Zip

 

g.    Click <Search>

 

h.     Search Results are displayed in a table.

i.      To view additional information about the provider, click the Provider Name hyperlink. Information will be displayed on the Provider Additional Information screen.

 

58.  Select the provider you want to add by selecting the check box next to the provider name and click <Add Provider>.

 

a.     If you have not selected a healthcare plan earlier, clicking <Add Provider> will take you to the Your Selected Providers screen.

 

b.    If you have already selected your healthcare plan, clicking <Add Provider> will take you to the screen.

 

59.  On the Your Selected Providers screen, review the information and click <Close>.

 

c.     Choose a Plan screen displays with the selected providers added in the Healthcare Providers section.

 

60.  Click <Go To Dental> to display the Dental Health Insurance plans.

 

a.     Follow steps 57, 58, 59, and  60 to select dental health providers.

 

b.    Click <Next>.

 

c.     The Select Your Primary Care Physician screen is displayed.

 

61.  On the Select Your Primary Care Physician screen:

 

a.     For each household member, select the Primary Care Physician from the drop-down options.

The Primary Care Physician drop-down is populated with the primary care physicians based on the selected provider.

In case you want to change the provider, click <Find a Provider>. This will take you to the Search for a Provider screen.

 

62.  Click <Next> to complete the enrollment.

 

 

Results of the Procedure

New member(s) is(are) added to the household.

Eligibility is re-run and healthcare plans are updated.