Once the Policy (in-patient) Display Feature has been enabled, you will be able to access the feature by accessing the Benefits page.

 

Within the Benefits page, the following new features will be enabled:

1. Policies Library Tab

   • You can configure and display insurance in-patient policies within the portal for the respective tiers and members

2. Policies Tab

   • You may view the configured insurance in-patient policies assigned to each of the respective tier(s).

 

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Create A Policy

 

Step 1:  Navigate to Benefits > Policies Library page. 

 

 

Step 2: You may set-up a policy by clicking on Create Policy.

 

 

Step 3: Please complete the following fields to create a policy.

 

Optional: You may enable the In-App button for employees and/or dependents to access any external URL, such as the Insurance Claims portal (if any).

 

 

Step 4: Next, you may upload documents to enable members to reference their coverage when needed via their Mednefits app or portal.

 

 

A pop-up box will appear and you will be prompted to choose the type of document to be uploaded; PDF Document or Web Document (URL).

 

 

 

After choosing the type of document, you will be required to follow the instructions as below: 

 

• Upload Widget
  • You will be prompted to upload a PDF document or provide a URL to an external source. 
• File name (required)
  • To indicate a known name of the document for members reference. This field is automatically filled upon uploading the document, but can still be modified to fit the relevancy of the members use of the document.
• Document No. (optional)
  • To designate an internal reference number for the document.
• Policy Coverage (either Employee or Dependent, or both that may be relevant)

 

Once you have clicked on Confirm, you will be able to view and select the relevant document(s).

 

 

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Assign Policy

 

Step 1: You can review the policy information to ensure all details provided are accurate. Upon confirmation, you may assign the policy to existing tier(s). Please be reminded that you may assign only ONE (1) policy to each tier.

 

Notes: Tiers with an existing policy assigned will be disabled for assignment. To assign another policy to these tiers, unassign the tier from its existing policy and assign the new policy.

 

On this page, it is strongly encouraged to review the policy information and that the policy be assigned to tier(s) to utilise the newly created policy. Once all details are accurate, you may click on Complete Policy Setup to proceed.

 

 

 

Step 2: A green banner will pop up to indicate a successful policy (in-patient) display activation.

 

 

Members of the assigned tier(s) will now be able to view their policy (in-patient) via their Mednefits app or portal.