Ensuring all documents that CMS requires a consumer to provide are uploaded is an important part of making sure your customers are taken care of. The following steps can be used to accomplish this important task:
1.) Assuming this is for a consumer you've enrolled through our system, begin by searching for your applicant using the search bar at the top right of the screen.
2.) Next you will select your customer from the search results.
3.) Once you have clicked on your customer's name you will be taken to the Contact Details page where you can click on MORE DETAILS found on right side of the screen just below the plan information.
4.) After you've clicked on MORE DETAILS you will be taken to the Enrollment Management page. From there scroll to the bottom of the page and you will see the list of required documents.
