Search for a Task

 

Use this guide to search for administrative tasks in RI UHIP.

 

 

 

 

From the Home Page access the Admin Dashboard screen.

 

Process Steps

 

To search for a task:

 

1.      Click on the Tasks tab in the Admin Dashboard screen.

 

·        The Tasks tab is displayed.

 

The Tasks tab displays a search box and a list of tasks. Scroll through the list to locate a task or enter criteria to search for a specific task.

 

 

2.      To search for a specific task:

 

a.      Enter the account holder’s first name associated with the task in the First Name textbox.

 

b.      Enter the account holder’s middle name associated with the task in the Middle Name textbox.

 

c.      Enter the account holder’s last name associated with the task in the Last Name textbox.

 

d.      Enter the zip code associated with the account in the Zip Code textbox.

 

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

 

f.       Select the type of task from the Type drop-down menu. Options are:

 

                                                    i.     Appeals

 

                                                   ii.     Expedited Appeals

 

                                                  iii.     MCI

 

                                                 iv.     Exemption

 

                                                   v.     Complaints

 

                                                 vi.     Unverified Information (Medicaid)

 

                                                vii.     Unverified Information (QHP)

 

                                               viii.     Special Enrollment

 

g.     Select the task status from the Status drop-down menu.

 

h.      Select the task’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 task in the Name of Worker textbox.

 

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

 

MC910220951[1]

If users want to act on a task that they last updated, they can quickly locate it by entering their Worker ID number.  The worker ID is provided by the Admin Organization and is the same as the Worker ID inserted during account creation.

 

 

k.      Check the box(es) to indicate the Eligibility Results of the task. Options are:

 

                                                    i.     Medicaid

 

                                                   ii.     QHP/APTC/CSR

 

                                                  iii.     Mixed Household

 

                                                 iv.     Not Determined

 

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.

 

·        The search results 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.

 

Results of the Procedure

 

Tasks are located.