Disenroll from a Plan

Use this guide to disenroll members of a household from health or dental plans.

 

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

 

Process Steps

To disenroll an individual from his/her health or dental plan:

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

 

·      The Account Search screen is displayed.

 

2.        Enter the search criteria for the user account to merge:

 

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.

 

After the results are displayed, the search criteria can be modified by manually entering the new information. To clear the criteria, click the Reset button.

 

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 Disenroll button in the My Family’s Coverage section.

 

·        The Disenroll screen is displayed.

 

8.        Check the box(es) to select the household member(s) to be disenrolled from the plan.

 

9.        Select the reason of disenrollment from the Reason drop-down menu. Options are:

 

·        Couldn’t afford the premium

 

·        Couldn’t afford the out of pocket costs

 

·        Couldn’t afford the prescriptions needed

 

·        Got other coverage

 

·        Moved

 

·        Unhappy with my plan’s customer service

 

·        Couldn’t see the doctors I needed to see

 

·        Couldn’t get the care I needed

 

·        Decided I was better off without coverage

 

·        Death

 

·        Other

10.     Click the Disenroll button.

 

·        A pop-up to confirm plan termination is displayed.

 

11.   If the account holder is sure he/she wants to disenrolled the covered individual(s) from the plan, select Submit.

 

·        The Admin View of the Individual Account Dashboard is displayed.

 

·        A message confirming the disenrollment of the household member(s) is displayed on the Admin View of the Individual Account Dashboard.

 

 

Results of the Procedure

Individuals are disenrolled from a health or dental plan.