For your role
Onboarding, getting paid, and supporting your groups
Setting up your group, managing members, and invoices
Launching programs, onboarding groups, and running claims
Browse by section
Use the portal, file claim reimbursements, update family info, and understand coverage.
Check coverage and claims status and sign up for electronic payments.
The steps to onboard a new group to the Yuzu portal.
Logging in, teams, roles, permissions, and search.
Finding, filing, and understanding claims, cases, and stop loss.
Eligibility rules, accumulators, and visit limits.
Funding, banking, invoicing, and getting paid.
EIN, W9 and 1099, and book of business reporting.
Forms, attestations, taxes, and required reporting.
API, webhooks, and standard outbound reports.
Your Yuzu contacts, error messaging, and feedback.
Onboarding and plan maintenance policies.
Recent updates to the Yuzu portal.