​




- Enrollment -(Additions)
​

Check applications for the following:

• Effective Date 
  • Medical must be prior to 90th day of Full-Time Employment​.
  • Retroactive enrollments go back up to 60 days.
• Primary Care Physician (if HMO)
• Visit [Client Folder] on [BNI Skydrive] to confirm that the new employee has enrolled in all eligible lines of coverage.

Report back to Employer Group Admin if any of the above is missing.

Documenting the Enrollment

• "Screen Capture" or "Print Screen" the Confirmation Report.
• Save in [Client Folder >  Enrollment Folder].
• Send email to Employer Group Admin.
  • Include copy of Confirmation page image.
  • Confirm that enrollment is complete.
  • Advise: ID cards take up to 30 days to arrive at Individual Member's home address.
  • Advise: ID & Group numbers are listed on the Confirmation Report if needed.
  • Advise that Temporary ID cards can be printed at ibx.com.

​Specific Enrollment Procedures by Carrier

Independence Blue Cross (Employee)

1. Log in to ROAM.
2. Select [Customers].
3. Highlight the correct group by Selecting [Circular Button] to the left of Group Name.
4. From the Left Menu, Select [IBXpress].
5. Select [Enrollment Transactions and eBilling].
6. From Quick Resources Menu (Right), Select [Add Employee].
7. Complete Enrollment
8. Document the Enrollment, as described above.

Independence Blue Cross (Employee's Dependent)

1. Follow steps 1-5 from above.
2. At step 6, Select [Find Employee].
3. Enter Employee's last name and Search.
4. Select the Employee by Selecting [Circular Button] to the left of Employee Name.
5. From the Drop-down Menu (-Select an Action-), Select [Edit Employee Record].
6. Follow the steps to complete Enrollment.
7. Document the Enrollment, as described above.

Aetna

1. Log in.
2. From Top Menu, Select [Small Group].
3. From Quick Links, Select [eBusiness].
4. Extra Click for [Access e.Business].
5. Find Group / Click on Group.
6. Add / Edit on the Right Menu.
7. Complete Enrollment.
8. Document Enrollment.