How to Submit Insurance Documentation Through Take Command and Maintain Compliance
Submitting insurance documentation is an essential step for managing your benefits and ensuring compliance through the Take Command platform. Below is a comprehensive guide that explains the process for different scenarios — including proof of coverage, monthly premiums, Medicare documentation, and plan renewals.
General Guidelines for Submitting Proof of Coverage
Steps to Submit Proof of Coverage:
Log into Your Member Portal Access your account on the Take Command platform (not HRA Hub for reimbursements).
Prepare the Required Documentation: Ensure the document you upload includes the following information: - Your name (or shows you're a covered dependent if applicable). - The premium amount (if claiming reimbursement). - A current date (dated within the last 30 days or updated for the new coverage year). - The plan and provider's name along with the insurance company’s logo.
Navigate to the Submission Page: - Go to the "Health Insurance" section in the portal. - Click "Edit" in the top-right corner or "Add Monthly Premium."
Upload Your Documentation: - Drag and drop the file or use "Browse" to upload it. Supported formats include PNG, PDF, and JPEG with a maximum size of 10MB. - Enter necessary details like plan type, carrier, premium amount, tax credit info, and coverage dates. - Click “Continue” to submit the document for review.
Compliance Review: Once submitted, the Compliance team will review your document and notify you if it is approved or if additional information is required. Updates will be sent via email.
Medicare-Specific Documentation Submission
For individuals who need to stop employer health insurance and submit proof of Medicare coverage:
Required Steps:
Gather a document from Medicare that includes: - Your name. - The premium amount you're paying. - A current date (dated within the last 30 days for compliance). - The name of the plan and provider.
Log in to the Take Command platform and use the "Recurring Premium" or "Add Monthly Premium" option to upload the document.
If you have multiple Medicare plans (e.g., prescription plans), ensure you repeat the process for each plan.
Notify your health insurance provider about the termination of your current employer health plan to prevent overlapping enrollments.
Monthly Premium Documentation for HRA Reimbursements
To claim your monthly insurance reimbursements via an HRA:
What to Prepare:
A recent document (dated within 30 days) showing: - Your name (or inclusion as a dependent). - The premium amount. - Plan name and provider details.
How to Submit:
Access the "Dashboard" in your member portal.
Select “Add Monthly Premium.”
Choose the date range and payment frequency (monthly, bi-weekly, etc.).
Upload the document for compliance review. Supported formats: PDF, PNG, JPG/JPEG.
The Compliance team will review and confirm approval or request additional information.
Plan Renewals and Maintaining HRA Benefits
When renewing your individual health plan directly with a carrier (e.g., Blue Cross):
Key Steps:
At the start of the new plan year or after renewal: - Update your proof of coverage in the Take Command portal. - Ensure the document includes updated information for the new plan year.
Upload the document to maintain uninterrupted HRA reimbursements and avoid duplicate enrollments in the system.
Troubleshooting Status Changes and Missing Information
Why Does My Status Show as "Not Enrolled"?
If your portal status is "Not Enrolled," upload your proof of coverage promptly. Once reviewed and approved by the Compliance team, your status will change to "Enrolled" .
Do I Need Additional Documents for My Upcoming Year’s Coverage?
No additional submissions are required if the document you provide clearly reflects coverage for the upcoming year (e.g., shows the year 2026). If the current document lacks updated dates, wait to upload the new one to avoid rejection.
Final Notes
Always ensure your documents meet the outlined requirements to avoid delays in the compliance review process.
For questions or technical issues, consider reaching out to the Support team for assistance.
By following these steps and guidelines, you can seamlessly manage your insurance documentation and compliance within the Take Command platform.