User Manual Overview

 

Purpose

 

The Administrative User Manual provides step-by step instructions for using RI UHIP.  Its intended audience is administrative users of the system including staff from the RI Department of Human Services (DHS), the Executive Office of Health and Human Services (EOHHS), and Contact Center employees.  The Administrative User Manual is designed to assist these users by:

 

·        Clarifying how to navigate within the system to conduct specific business processes;

·        Providing step-by-step guidance for completing the transactions;

·        Setting user expectations regarding the results of actions taken (e.g., what screens present); and

·        Alerting users to related policy considerations, as appropriate, for the business area addressed.

 

The Administrative User Manual is not meant to take the place of bureau-specific policies or procedures that may exist or be created in the future.  Its primary focus is to explain how to use the features and functionality comprising the RI UHIP system.

 

 

Organization

 

Administrative User Manual components are organized into the following categories and topical areas:

 

Category

Topics Addressed

Overview

·        User Manual Overview

·        Screen Resolution Requirements

·        Supported Browsers and Languages

·        Home Page

·        Screen Layout and Navigation

General Account Administration

·        Log In and Log Out

·        Search for an Account

·        Activate a Login

·        Deactivate a Login

·        Unlock a Login

·        Recover Username and Password

Managing an Individual Account

·        Create an Individual Account

·        Individual Dashboard Overview

·        Link an Individual to a Navigator

Managing an Admin User Account

·        Admin Dashboard Overview

·        Create Admin User Account

·        Update an Admin User Account

Processing an Application

·        Application Overview

·        Anonymous Browsing

·        Submit an Application

o   Submit an Electronic Application

o   Submit a Complete Paper Application

o   Submit an Incomplete Paper application

o   Submit a Presumptive Eligibility Application

o   Submit a Special Enrollment Eligibility Application

·        Change an Application

o Update a DoB or SSN in an Application

o   Disenroll a Household Member from a Plan

o   Report a Change in an Application

o   Add a Household Member to an Application

o   Delete a Household member from an Application

·  Newborn Enrollment in Medicaid (Automatic)

·    Extended Family Planning (Automatic)

Managing Tasks

·        Tasks Overview

·        Create New Tasks

o   Apply for an Exemption

o   File a Complaint

o   Request an Appeal

·        Search for Tasks

·        Review Tasks

·        Assign Tasks

·        Act on Existing Tasks

o   Act on Appeals

o   Act on Complaints

o   Act on Exemptions

o   Act on Unverified Information

o   Act on Special Enrollment Eligibility

o   Act on Resubmit Application

·        Change the Status of a Task

Conducting Overrides

·        Eligibility Results Override

·        Manual ID Proof Override

Working with Master Client Index (MCI) Numbers

·        Search for an MCI Number

·        Create a New MCI Number

·        Associate an Existing MCI Number with an Account

Managing a Broker or Navigator Account

·        Prime a Navigator or Broker Account

·        Create a Broker Account

·        Create a Navigator Account

·        View or Change Representative Information

Managing an Employer or Employee Account

·        Create an Employer Account

·        Link an Employer to a Broker

Plan Management

·        Plan Management

Viewing System Correspondence

·        Send Manual Notices

·        View Information from External Sources

·        View Account Notices

·        View and Add Account Notes

·        View System Reports

·        Upload and View Documents

System Questions

 

Glossary and Acronyms

 

 

 

Format and Maintenance Conventions

 

This user manual is developed and maintained in Robohelp*.  For each administrative process, the manual includes the information described in the table below.

 

Section

Associated Icon

Description

Overview

n/a

Provides a brief description of the function

Navigation

Indicates how the user navigates within the system to access the function

Process Steps

n/a

Includes step-by-step instructions for completing the process or function

Tips

Provides additional helpful information about the process

Policy

Provides policy related information

Results of the Procedure

n/a

Indicates the outcome or result of the completed process

 

*NOTE: Robohelp is a help authoring tool now owned by Adobe. It allows users to create and publish searchable help content for mobile, web, desktop and print formats.