Overview || Step 1. Log On to WEBeci || Step 2. Review Your Preferences on the Sponsor Info Page || Step 3. Define Your Roles || Step 4. Assign User IDs to Dependents
Setting up your employees to use WEBeci is a four-step process:
Log on to WEBeci.
Review the Sponsor Settings Page.
Verify the default Role (pre-set privileges) to be assigned to your employees on their initial login.
Create dependent User ID and Password as necessary.
Key Concept: Sponsor
In WEBeci, a group is called a Sponsor.
Log on to WEBeci using the Web site address, User ID, and Password provided by your health plan administrator.
Mandatory! Review the preferences that your health plan administrator has set up for you on the Sponsor Settings page. These will be the preferences that any subsequent employees that are added will inherit.
Key Concept: Roles
A role is a defined set of user privileges in WEBeci. For example, the
Insured Master role allows an Insured full access to all of their and
their dependent's claim and benefit information.
Select Sponsor Settings from the left-hand navigation bar under Maintenance Menu. Your selections in the fields highlighted below affect the options available to your employees.
Logo location: Leave this field blank. If you wish to add your company's logo, please contact your health plan administrator.
URL: The URL listed here will be the URL a user will go to when they click on your logo, if you chose to add your company's logo to WEBeci. You will first need to add your logo. Please contact your health plan administrator.
Update HEALTHpac Demographics: THIS BOX WILL ONLY APPEAR IF YOUR HEALTH INSURER HAS CHOSEN THIS OPTION.
If this box is checked, it means that an employee may update their demographics information in WEBeci and that information will then be updated in the health care management system.
Note: This option can be overridden by unchecking the box. When this box is not checked, you must notify your health insurer of any demographic changes.
Warning!
Information is automatically updated from WEBeci to your health care management
system when this box is checked. However, there is no notification of
change to your health insurer! This means that an error could go through
without anyone catching it!
Default Insured Role: The Default Insured Role is the default role to which all employees will be automatically assigned when logging in for the first time with their credentials.
The following basic roles come with WEBeci:
Dependent Master- allows a Dependent to view their own information.
Insured Master - allows an Insured (Employee) to view eligibility, claim, and accumulator information, update demographic information, and designate a preferred pharmacy for both themselves and their dependents.
Insured Only Master - allows an Insured (Employee) to view eligibility, claim, and accumulator information, update demographic information, and designate a preferred pharmacy for themselves only.
Sponsor Master - allows a group administrator to view plan members eligibility, preferences, demographics, claims, and accumulators. If enabled by the health plan administrator, can define/edit/delete roles and update their own and their plan members' preferences and demographics.
In addition, your health plan administrator may have defined additional custom roles based on the needs of their customers. Roles will be defined by your health plan administrator on your behalf if you do not have the ability to maintain roles.
Reminder!
To view existing roles, select Roles
under the Maintenance Menu. To
review what privileges are assigned to an existing role, select the View button on this page.
If you don't see all of the privileges available for the user type when
you select View, the role has
been customized to only allow the privileges listed. See Roles for more information.
Can't find a role to fit your needs?
Warning! You
need to define any roles prior to
editing an employee's privileges or adding a new dependent. Otherwise,
the desired role will not appear as an option for election.
If you did not define the desired role prior to editing the employee's
privileges, you will need to first manually add that role and then edit
the employee's privileges.
Select Users under Maintenance Menu.
Under Create a New User, select the Identifier field next to Dependent, enter the employee's social security number and then select the Dependent button.
Select the desired dependent.
Select the desired default Role. Enter a User ID and temporary Password. The dependent will need to update the password and complete security questions and answers upon login.
Reminder!
A User ID is a unique login that enables access to WEBeci. A Member ID is the social security number, certificate identification number (policy number) or recognized alternate identifier.