Employer Medical Info is an optional questionnaire that is accessible to HR Managers from the HR Dashboard. This questionnaire collects additional Employer details for various Employer forms.
Only Brokers can enable the Employer Medical Info questionnaire. If it’s necessary, follow these steps to make the questionnaire available to HR Managers:
- Go to the Employers page.
- Find your client. Select the kebab menu, then choose Edit to access the Employer Hub.
- In the Employer Hub, select Enrollment to access the Enrollments page.
Note: To access, the Employer must have enrollment unlocked. Enrollment can be unlocked on Step 3 of a Proposal when MHQ (Medical Health Questionnaire) is enabled or from the Employer Hub.
- On the Enrollments page, either add a new Enrollment or edit an existing one that is still open to open the Enrollment Hub.
For this example, we’ll edit an existing Enrollment.
- In the Enrollment Hub, select Configure Plan Selection.
- Find the Enable Employer Group Medical Questionnaire checkbox.
- If this box is empty, checkmark it and save.
The next time an HR Manager logs in, they should see a new Employer Medical Info section on the HR Dashboard.