Overview || Step 1. Log On to WEBeci || Step 2. Review Your Preferences on the Insurer Info Page || Step 3. Define Your Roles || Step 4. Add a Group || Step 5. Designate a Group Administrator
Setting up your participating groups to use WEBeci is a five step process:
Log on to WEBeci.
Review your preferences on the Insurer Info page.
Define your roles.
Add a group.
Designate a group administrator (optional).
Log on to WEBeci using the Web site address, User ID, and password provided by ECI.
Mandatory! Review the preferences ECI has set up for you on the Insurer Info page. These will be the preferences that any groups and their plan members will inherit.
Select Maintenance > Insurer Info from the left-hand navigation bar.
ECI has populated your company's logo and URL for you. However, your selections in the fields highlighted below affect the options available to participating groups and their plan members.
Logo location: Leave this field blank. If you wish to add your company's logo, please contact ECI.
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 ECI.
E-mail address: this is where all questions submitted by employees, providers, and sponsors will go when they select Resources > "Send a message to your health plan administrator." Please make sure you have the appropriate contact listed here.
Session timeout: the period of inactivity after which the system will automatically log a user out for security reasons. By default, this will show 30 minutes. You may want to change this number, depending on your security needs.
Update HEALTHpac demographics: if this box is checked, it means that an Insured may update their demographics information in WEBeci and that information will then be automatically updated in the HEALTHpac system. It also means that any participating groups will be able to turn this option on or off in their preference settings for their plan members.
Note: If you de-select this box, it will not appear to any groups you add subsequent to de-selecting this option. If you change your mind, you can select this box, and this option will then appear to any groups added subsequent to selecting this option.
Warning!
Information is automatically updated from WEBeci to HEALTHpac when this box is checked. However, there is no notice to anyone supporting HEALTHpac. This means that an error could go through without anyone catching it!
Default Insured role: The Default Insured role is the default role under which all groups and their plan members will be automatically created from HEALTHpac. Any groups you add will inherit these choices.
Note: If there is only one Insured role defined, you will not be able to change this selection.
Key Concept: Roles
A role is a defined set of user privileges on WEBeci. For example, the Insured Master role allows an Insured full access to all of their and their dependent's claim and benefit information.
Don't worry about making a mistake. You can always go back in and manually change an Insured's role if necessary.
Each group you add will inherit the master list of roles you define. ECI has provided several master roles:
Insured Master - allows an Insured 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 to view eligibility, claim, and accumulator information, update demographic information, and designate a preferred pharmacy for themselves only.
Dependent Master- allows the dependent to view their own information.
Provider Master- allows a provider to view patient eligibility, demographics, and claims.
Note: Providers must currently request access from their health insurer. ECI will be automating this process.
Coming Soon! The first time a provider visits WEBeci, they can fill out an online form. After verification, they will automatically be assigned a unique User ID for full provider access privileges and assigned to the Provider Master role.
Sponsor Master - allows a group administrator to view plan members eligibility, preferences, demographics, claims, and accumulators. In addition, can define/edit/delete roles and update their own and their plan members' preferences.
Health Insurer Administrator Master - allows the health plan administrator to perform all of the tasks of the sponsor. In addition, the health plan administrator can create Sponsors (groups) and manage their information, maintain benefit plans, and designate an e-mail address for your customers to reach you through WEBeci.
You may wish to define additional roles from which your groups can select.
Reminder!
To view existing roles, select Maintenance > Roles. To review what privileges are assigned to an existing role, select the Read button on this page. If you don't see any authorization keys when you select Read, the role only allows the user to view their own information.
To Define a New Role:
Copy a role that contains more authorization keys than you need.
Rename the role to a name descriptive of the new role.
De-select the authorization keys you do not wish to be available to users assigned this role type.
Save the new role.
You can now assign this role to any user!
Warning!
You need to define any roles prior to adding a group. Otherwise, the roles will not appear as options for that group.
If you did not define the desired role prior to adding the group(s), you will need to manually add that role to each group that was added prior to defining the desired role.
Key Concept:
A Group in HEALTHpac is called a Sponsor in WEBeci.
Can I Automatically Upload My Existing Groups from HEALTHpac?
ECI can automatically upload all of your existing groups in HEALTHpac. However, you will still need to assign a group (sponsor) administrator for each group as applicable. Alternately, you may choose to administer the group yourself, rather than designating an administrator for that group.
An administrator's basic duty is to manually assign User IDs to dependents that need one and to edit individual user privileges as necessary.
Select Maintenance > Sponsor. You will see a list of groups already created. To edit a group's information, select one of the existing groups (see Supporting WEBeci).
Note: Contact ECI about automatically loading all of your existing groups from HEALTHpac.
To create a new group, select the Create New Sponsor button.
In the ID field, enter the 6-character HEALTHpac underwriter and group number (e.g., for Underwriter 001, Group 001 you would enter 001001 in this field).
In the Name field, enter the group name.
Skip the Logo Location field. If you want to brand your WEBeci site with your logo or a group's logo, please contact ECI.
Skip the URL field. 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 ECI.
The Update HP Demographics box will appear ONLY IF you selected it in Insurer Info (Step 2). If this box is checked, de-select it if you do not wish this particular group to be able to update their information to HEALTHpac.
Note: The group administrator may go in and change this selection at a later date.
Review the Default Insured Role selection. By default, it will show the same selection you chose in Insurer Info.
Warning!
All Insureds automatically uploaded from HEALTHpac will be added with the selected Default Insured Role as a default.
The group administrator will need to go in and manually change an individual's role if necessary.
If you wish for the group to have a unique URL to access WEBeci, select Maintenance > Login Paths.
The login path is the last part of the URL. For example, if you use:
http://www.webeci.com/WEBeci/go/benesys to access the site, the login path would be benesys.
This option is helpful for creating a unique sponsor login path. This allows the sponsor to display its own logo and URL link.
Reminder!
If you don't designate an administrator for a group, you will need to assume the administrator duties. (Manually assign dependent User IDs and edit existing user privileges as necessary.)
Select Maintenance > Sponsor.
Select the group for which you wish to designate an administrator.
Select Maintenance > Users.
Under Create a New User, select the Sponsor button.
Complete the preferences screen: complete the User ID, Name, Password, and E-Mail fields.