Task List/Case Notes
Notices
Announcements
Delegate Access
Terminate Individual Participation
100
This page is the starting place for most administrative functions.
What is the admin landing page (aka admin homepage)?
100
You will only select this notice type as surveys will be created in your CRM tool.
What is Notification?
100
This is where users will view announcements.
What is the user's homepage?
100
The person delegated by the employer or individual creates a personal account using this and is allowed access to the employer or individual's Covered California account.
What is a delegation code?
100
Three examples of why an individual may wish to terminate their participation before their coverage expires are.
What is Purchase coverage outside Exchange, Moving out of the Exchange area, and Gained Employer sponsored coverage?
200
The CalHEERS Manual Verification feature is used to verify an applicant's information for accurately determining this.
What is eligibility?
200
The supervisor version of the Edit Notice page is called this.
What is the Notice-Awaiting Approval page?
200
This/these user(s) can create an announcement.
Who are admins and supervisors?
200
This link takes you to the page where you can generate the delegation code for an Employer.
What is the Manage Delegates link?
200
If the user is enrolled in MediCAL and wishes to terminate their participation, they will need to contact this office.
What is their county managed care office?
300
This is the page where you will click on the Complete button to close a task.
What is the Task details page?
300
This person is able to finalize a notification.
Who is a supervisor?
300
This/these user(s) can finalize an announcement.
Who is a supervisor?
300
In order to access the Manage Delegates page, you must first do these two things.
What are search for and navigate to the Employer's homepage?
300
The Terminate Participation page is where you will terminate participation for this.
What is an entire case?
400
These should be added to document changes to a customer record due to such things as life events or demographic modifications.
What are case notes?
400
A user will be notified that there is notification for them to view via this.
What is their preferred method of communication?
400
It is from this page that the Announcements link to the Announcements page can be accessed.
What is the admin landing page (aka admin homepage)?
400
This link takes you to the page where you can generate the delegation code for an Individual.
What is the Authorized Representative link?
400
The Report a Change Summary page includes a Remove checkbox within each Household Member section where you can do this.
What is remove the household member from the case?
500
It is from this page that the Admin clicks on the Case Notes button in order to get to the Case Notes page.
What is the Search Individual page?
500
A user will view the notification content via this.
What is their secure mailbox?
500
These are the two posting time options on the Create Announcement page.
What are Immediate and Add to Queue?
500
The main difference between delegating access for an Individual versus an Employer is that you must do this for an Individual.
What is complete the Authorized Representative Information page?
500
While an Individual will enter their Electronic Signature and PIN on the Application Signature for Reported Changes page, admins will do this.
What is select checkboxes attesting to the fact that they have verified the changes with the Individual before submitting them?
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