Maximize the myrsc Premium Billing Service. Kevin Nolder and Parker Davis

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2 Maximize the myrsc Premium Billing Service Kevin Nolder and Parker Davis

3 Premium Billing Tab

4 Employee/ Dependent Search Options Employee and Dependents can be filtered / searched by: First / Last Name Social Security Number Coverage Status: QB COBRA Terminated DataPath 2013 Best Practices Conference 4

5 Employee Status Filters Employees can be filtered by status COBRA Participants Qualified Beneficiaries Terminated DataPath 2013 Best Practices Conference 5

6 Employee Status Filters: COBRA Participants Information includes: Status, Benefit(s), Tier(s), Division, Covered Member(s), Qualifying Event, QE Date, Accepted Date, COBRA Start / Expire / Paid Through Dates DataPath 2013 Best Practices Conference 6

7 Employee Status Filters: Qualified Beneficiaries Information includes: Status, Benefit(s), Tier(s), Division, Covered Member(s), Qualifying Event, QE Date, Last Date of Plan Coverage, Election Notice Mailed On/Last Date to Accept Dates DataPath 2013 Best Practices Conference 7

8 Employee Status Filters: Terminated Information includes: Benefit(s), Tier(s), Division, Covered Member(s), COBRA Start/Terminated Dates, Reason for Termination DataPath 2013 Best Practices Conference 8

9 Employee Status Filters: Dates Link The Dates link provides a chronological history of events related to an individual. (similar to the Events tab in your dpicobra admin system) DataPath 2013 Best Practices Conference 9

10 Transactions

11 Adding Employees HRs have the ability to add employees on myrsc. The fields marked with an asterisk * are required. Other fields are optional. DataPath 2013 Best Practices Conference 11

12 Adding Employees Initial notices can be requested at this time. If no other information needs to be included, the process can be completed. Options are available for additional steps. DataPath 2013 Best Practices Conference 12

13 Adding Dependents If dependents need to added at this time: select Add Dependent. Note that most of the information is populated from the employee account. The dependent s First Name and Relationship will need to be added. DataPath 2013 Best Practices Conference 13

14 Adding Coverage If coverage is to be added at this time: select Add Coverage. Select the coverage desired. Coverage must be added one at a time. DataPath 2013 Best Practices Conference 14

15 Adding Coverage Select the Tier Level. Select the individuals that are covered and the effective date of coverage. DataPath 2013 Best Practices Conference 15

16 Processing Qualifying Events Qualifying Events can be processed on myrsc. Select Qualifying Event. Select a QE from the dropdown menu, and enter the QE date. Note: the language that explains that the admin system will calculate the loss of coverage date. DataPath 2013 Best Practices Conference 16

17 Completing Transactions At any point, the transactions can be completed by selecting Finished. This information will be collected and sent to your Things To Do List in the form of an import. DataPath 2013 Best Practices Conference 17

18 Managing Transactions Both Recent and Archived transactions can be viewed/managed The color code at the bottom denotes the status of each transaction Transactions must be approved at the TPA level Auto-Approval options are available DataPath 2013 Best Practices Conference 18

19 Benefits Tab

20 Manage Subscriptions: Updating Contact Information Human Resource Administrators have the ability to update addresses for notification, and can govern what is available for view online DataPath 2013 Best Practices Conference 20

21 HR Document Search Options A link to documents is located on the home page Select Documents > Review Reports and Letters DataPath 2013 Best Practices Conference 21

22 HR Document Search Options Documents are available for view Documents can be filtered by Line of Service, Recipient, Social Security Number, and Document Type DataPath 2013 Best Practices Conference 22

23 Employee Document Search Options Select Fulfillment > COBRA Documents for Participants to view documents that have been mailed to individuals via DataPath Fulfillment Documents can be filtered by: Uploaded Date, Document Type, and Social Security Number DataPath 2013 Best Practices Conference 23

24 Granting HR Admin access Configure myrsc for HR use To assign HR access to an individual: Add the individual as an Employee that will be uploaded to myrsc. Search for the individual, select Assign as Human Resource Administrator for an Employer. DataPath 2013 Best Practices Conference 24

25 Adding the Premium Billing Tab The Premium Billing tab can be added to the client myrsc page by configuring the client site. It is necessary to select Intra Year Enrollment- COBRA. Configuration settings for online elections, online payments and other features are located here as well. DataPath 2013 Best Practices Conference 25

26 Questions