Ensuring all information that CMS requires a consumer to provide is up to date 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 you 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. On the right side of the page you will see REPORT A CHANGE IN CIRCUMSTANCE. Selecting REPORT A CHANGE IN CIRCUMSTANCE will direct you to the Review Your Updated Application page.
5.) After that you select the pencil icon next to the section of the application you need to make a change to, Household Contact, Household Members, Basic Household Questions, or Additional Questions. Once the necessary change is made you will have to go through the rest of the application and finalize the changes.