BluesEnroll Application Overview

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1 BluesEnroll Application Overview BENEFITFOCUS is an independent company that has contracted with Blue Cross and Blue Shield of Montana to provide electronic health plan enrollment services. Copyright 2010 Benefitfocus.com, Inc. All rights reserved. BENEFITFOCUS and the BENEFITFOCUS LENS LOGO are registered trademarks of Benefitfocus.com, Inc. BluesEnroll SM is a Service Mark of the Blue Cross and Blue Shield Association.

2 What Can BluesEnroll Do for You? Simplify the enrollment experience at no cost Eliminate paper enrollment through a Web-based system Access benefit information 24/7 Enforce business rules automatically Perform complex transactions easily through the Task Launcher and Wizards 2010 Benefitfocus.com, Inc. 2

3 Make Year-Round Changes Quickly & Easily New hire benefit elections New hire declinations Terminations Life event changes Address and demographic changes Rehires 2010 Benefitfocus.com, Inc. 3

4 New hires Simplify Complex Transactions Employment terminations Rehires Category changes Multiple enrollment period transactions Dependent additions with Wizards 2010 Benefitfocus.com, Inc. 4

5 Enforce Eligibility and Coverage Rules Benefit packaging and eligibility Coverage level rules Life events or other off-cycle changes New hires, employment termination, rehires, COBRA PCP and age restrictions Business Rule Definition: By carrier, benefit type, benefit plan and employee categories 2010 Benefitfocus.com, Inc. 5

6 User Roles HR Administrator Manage all employee s benefits Monitor business rule enforcement Administer new hire, Open Enrollment and life event transactions Improve data accuracy Employee Enroll in benefits Make life event changes Update personal information Access system 24 hours a day, 7 days a week 2010 Benefitfocus.com, Inc. 6

7 Eliminate Data Entry with Employee Self-Service Employee Home Screen and Plan Selection 2010 Benefitfocus.com, Inc. 7

8 The HR Administrator How to Manage an online To-Do list Search for an employee Add an employee Enroll an employee Terminate an employee View employee reports 2010 Benefitfocus.com, Inc. 8

9 Manage and Organize Tasks Online HR Administrator Home Screen 2010 Benefitfocus.com, Inc. 9

10 Search and View Employee Records Search from the HR administrator home screen Select an employee to view detailed information 2010 Benefitfocus.com, Inc. 10

11 View Employee Home Page Select tabs to update and change employee data HR Administrator View Employee Home Screen 2010 Benefitfocus.com, Inc. 11

12 Add an Employee HR Administrator Home Screen 2010 Benefitfocus.com, Inc. 12

13 Enter and Update Employee Demographics HR Administrator View Add New Employee Screen 2010 Benefitfocus.com, Inc. 13

14 Enroll Employees Online Return to the employee s homepage and select Start to make benefit selections during open or initial enrollment. Select an employee s plan 2010 Benefitfocus.com, Inc. 14

15 Review and Approve Employee Changes HR Administrator View Employee Home Screen 2010 Benefitfocus.com, Inc. 15

16 Terminate Employment Select Terminate Employment from Employee Home page Enter date of termination - benefit end date will calculate automatically Step 1 Step 2 Step 3 Select Save and Go to Summary 2010 Benefitfocus.com, Inc. 16

17 Create and View Comprehensive Reports Select Reports tab on Homepage HR Administrator Reporting 2010 Benefitfocus.com, Inc. 17

18 Provide Employee Confirmation View and print employee reports Detail reports Benefit summary reports History reports with time and date stamps Employee Benefit Summary Report 2010 Benefitfocus.com, Inc. 18

19 Ready to Get Started? Kick off Call Welcome call from your Implementation Consultant Verify plan and benefit information Schedule your online training session Web-based Training Receive a confirmation and reminder You ll participate in a web-based training session Once training is complete, we ll schedule your go-live call Go Live Call Answer any open questions Administrator receives log-in ID and initial password 2010 Benefitfocus.com, Inc. 19

20 How to Log In 2010 Benefitfocus.com, Inc. 20

21 BluesEnroll Application Overview BENEFITFOCUS is an independent company that has contracted with Blue Cross and Blue Shield of Montana to provide electronic health plan enrollment services. Copyright 2010 Benefitfocus.com, Inc. All rights reserved. BENEFITFOCUS and the BENEFITFOCUS LENS LOGO are registered trademarks of Benefitfocus.com, Inc. BluesEnroll SM is a Service Mark of the Blue Cross and Blue Shield Association Benefitfocus.com, Inc. 21