Act on Tasks - Exemptions

 

Use this user guide to act on Exemptions. A worker can only act on an exemption if it has been assigned to them.

 

 

 

From the Home Page access the Admin Dashboard screen. Click the Tasks tab and then, the View My Tasks button.

 

There are five valid reasons to apply for an exemption to the individual mandate: Qualifying Religious Exemption, Membership in a Healthcare-Sharing Ministry, Hardship,

Incarceration and Membership in an Indian Tribe.

 

However, being granted an exemption does not prevent an individual from enrolling and purchasing insurance on the Exchange.

 

 

 

 

 

 

 

 

 

Process Steps

 

To act on an exemption:

 

1.      Click on the Tasks tab in the Admin User dashboard.

·        The Tasks tab is displayed.

 

2.      Click the View My Tasks button to only display tasks assigned to you.

 

Tasks that are assigned to you are displayed when you click on the View My Tasks tab. To assign an exemption to yourself refer to the Assign Tasks user guide.

 

3.      To locate the exemption, browse the list of tasks or use the search procedure by entering the exemption’s search criteria:

 

a.      Enter the first name of the primary applicant associated with the exemption in the First Name textbox.

 

b.      Enter the middle name of the primary applicant associated with the exemption in the Middle Name textbox.

 

c.      Enter last name of the primary applicant associated with the exemption in the Last Name textbox.

 

d.      Enter the account holder’s zip code in the Zip Code textbox.

 

e.      Enter the account ID of the account associated with the exemption in the Account ID textbox.

 

f.       Select the Exemption from the Type drop-down menu.

 

g.     Select the exemption’s status from the Status drop-down menu. Options are:

 

                                                    i.     New

 

                                                   ii.     Review – In Progress

 

                                                  iii.     Documentation Requested

 

                                                 iv.     Closed – Granted

 

                                                   v.     Closed – Denied

 

h.      Select the exemption’s priority from the Priority drop-down menu. Options are:

 

                                                    i.     High

 

                                                   ii.     Medium

 

                                                  iii.     Low

 

i.       Enter the name of the worker who last acted on the exemption in the Name of Worker textbox.

 

j.       Enter the ID of the worker who last acted on the exemption in the Worker ID textbox.

 

k.      Check the box(es) to select the Eligibility Results of the account. Options are:

 

                                                    i.     Medicaid

 

                                                   ii.     QHP/APTC/CSR

 

                                                  iii.     Mixed Household

 

                                                 iv.     Not Determined

 

MC910220951[1]

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.

 

 

4.      Click the Search button.

 

·        Exemption tasks that match the search criteria are displayed for review. A worker can only act on exemptions that have been assigned to him/her.

 

5.      Click the Exemption link under the Type column to open the exemption to be acted on.

 

·        The Update Exemption Details screen is displayed.

 

6.      Navigate to the bottom of the screen to the Worker Section.

 

7.      Enter comments in the Worker Notes and Comments textbox.

 

8.      To update the status of the exemption task, select the new status from the drop-down menu. Options are: Documentation Requested, Closed – Granted and Closed – Denied.

 

9.      Click the Update button.

 

·        The Tasks tab is displayed.

 

Results of the Procedure

 

The exemption is updated.