Guides

Welcome to Yuzu Guides: instruction manuals for using your portal. New here? Start with Get Started for a menu based on your role, or browse by section below.

Get Started

Start here -- menus for brokers, employers, and plan designers.

Provider Portal and Tools

Check coverage and claims status and sign up for electronic payments.

Member Portal and Tools

Use the member portal, file for claim reimbursements, update family information, and understand your coverage.

Portal Basics

How the portal works -- log-in, roles, and permissions.

Group Onboarding

Onboard a new group -- the employer flow and plan designer responsibilities.

Live Plans

Manage groups once the plan is live -- forms, addresses, and updates.

Eligibility

Eligibility and COBRA coverage.

Payments and Invoices

Billing and invoicing -- general info, interpreting invoices, and invoice tabs and filters.

Claims

File and manage claims, plus cash pay at Yuzu.

Compliance

Compliance resources.

Reports

Standard and custom reports.

Yuzu Policies

Yuzu policies and requirements.

Partner Launch Process

The four-stage launch process for new partners -- kickoff, the build, sign-off, and onboarding.

Integration

Integration resources -- APIs, SFTP, and data feeds.

Troubleshooting and Support

Troubleshooting guides and how to get help.

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