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 Employer Listing.
- Locate your client and select the ‘Edit’ button to access the Employer Hub.
- In the Employer Hub, select the ‘Enrollment’ link to access the Enrollment Listing.
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.
- In the Enrollment Listing, you can 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 the 'Configure Plan Selection' option.
- Locate the ‘Enable Employer Group Medical Questionnaire’ checkbox.
- If this box is empty, make sure it has a checkmark and save.
The next time an HR Manager logs in, they should see a new Employer Medical Info section on the HR Dashboard.