Guides

Welcome to Guides! Whether you're a member, employer, broker, vendor, or plan designer, check out our instruction manuals on how to use your portal effectively.

Members

Learn how to effectively use the portal, file for claim reimbursements, update your family information, and understand your coverage.

Employers

Understand the steps to onboard your group to the portal and use the portal once the plan is live.

Brokers

Learn how to onboard all groups, step by step.

Providers

Learn how to check coverage and claims status and sign up for electronic payments.

Vendors

Understand how to effectively use the portal, whether you’re a network, pharmacy benefit manager, point solution, direct primary care provider, or stop loss carrier.

Plan Designers

Discover our launch process, group onboarding flow, integration resources, and live plan resources.

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