Step 1: Request Enrollments.

Step 2: Review application pages: Overview Section.

Once you have created an application request either for group or provider, you can get a high-level overview of the application in the list view or you can click into the application for more details.

Please see the interactive walkthrough video below, where we discuss the overview pages for both group and provider enrollment applications.

Step 3: Complete Missing Data: Missing Information Section

After requesting an enrollment application, please go to the detailed application pages (as discussed above)/tasks dashboard to complete any missing information tasks, such as billing and service addresses, group-level documents (e.g., W9, COI), provider state licenses, and provider country of birth. The missing information section will list the required data points needed to complete your enrollment application submission.

Note: that Clinic Users will only be able to add information to the group/provider enrollment applications through a task.

Please see the interactive walkthrough video