Search for an Account

 

Administrative users can search for accounts in RI UHIP to view account information or perform tasks associated with them. Use this guide to search for an account.

 

 

From the Home Page access the Admin Dashboard screen.

 

Process Steps

 

To search for an account:

 

1.      Click one of the Manage Account links on the Admin Dashboard screen.

 

To access the account search function click the Manage an Employer Account, Manage an Employee Account, Manage an Individual Account or Manage a Representative Account on the Admin Dashboard depending on the type of account to be searched.

 

 

 

·        The Account Search screen is displayed.

 

2.      Enter search criteria for the account:

 

a.      Select the account’s role from the Role drop-down menu.

 

Account roles are: Individual, Broker, Navigator, Employer or Employee.

 

 

b.      Enter the account holder’s first name in the First Name textbox

 

c.      Enter the account holder’s middle name in the Middle Name textbox.

 

d.      Enter the account holder’s last name in the Last Name textbox.

 

e.      Enter the account holder’s date of birth in the Date of Birth textbox in the format MM/DD/YYYY.

 

f.       Enter the account holder’s social security number 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.

 

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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 on the Search button.

 

·        Accounts that match the 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.    To view the account, select View Account from the Admin Functions drop-down menu.

 

From the Admin Functions drop-down menu, other functions can be accessed in addition to View Account:

·     Override Verification – Verify unverified information provided by the account holder. (Only for Individual Accounts.)

·     Override Eligibility Determination – To override an eligibility determination decision. (Only for Individual Accounts.)

·     Manually ID Proof – Manually proof the account holder’s identity to complete the account creation process.

·     Account Notes – View notes associated with an account.

·     View Information from External Sources – To view information from federal and State sources.

·     View Documents – View documents associated with the account. (Only for Individual Accounts.)

·     Activate – Activate a deactivated account.

·     Deactivate – Deactivate an active account.

·     Auto Generate Password – Generate a password automatically to send it to the account holder.

·     Unlock Account – Unlock a locked account due to entering incorrect username/password.

·     Edit Certification Information – Update the Broker’s/Navigator’s certification information. (Only for Broker and Navigator accounts).

 

 

6.    Click Submit.

 

·        The Admin View of the Individual Account is displayed.

 

 

Results of the Procedure

 

The account is located.