HIOS Portal Overview - CMS · HIOS Portal Overview. February 25, 2013. 1. Agenda Self Registration Entity Creation User Role Creation & Association. 2. Self Registration. 3. Login - [PDF Document] (2024)

HIOS Portal Overview

February 25, 2013

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Agenda

Self Registration Entity Creation User Role Creation & Association

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Self Registration

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Login Page –Click “Register for New Account”

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New HIOS Users -Self Registration Page

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User Registration Approval Process

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Once the user fills in the required information and clicks ‘Submit’, the request will be submitted for approval.

The users will receive an email notification when their user account has been approved.

Once the user has a HIOS user account, they can register organizations and request user roles.

Register an Organization

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Register an Organization

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Step 1

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Step 1: Search for company by FEIN.

Search by FEIN

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Company Search Results – None

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Step 2

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Step 2: If no results are returned, the user will click on the ‘Create

Company’ button and be navigated to the ‘Register New Company’ page.

Register New HIOS Company

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Step 3

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Step 3: The user can review the information and submit it for

approval.

New HIOS Company Creation Review

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Step 4

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Step 4: The user will see confirmation that the information was submitted

and have the ability to navigate back to the HIOS main page.

Note: Users must wait until the company creation is approved before they can go in

and request any user roles for that company.

New HIOS Company Creation Confirmation

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Adding a New Issuer

Step 1

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Step 1: Search for company by FEIN.

Note: Users are required to have an approved company in HIOS before they are able to create a new issuer.

Search by FEIN

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Step 2

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Step 2: If the company is approved, the user will be able to add new issuers by clicking on the ‘Add

Issuer’ button and be navigated to the ‘Register New Issuer’ page.

Add New Issuer

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Step 3

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Step 3: Users have the ability to add up to ten issuers in a single session. Once they have completed the form,

they will submit it for approval.

Add New Issuer

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Step 4

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Step 4: The user will see confirmation that the information was submitted and have the ability to navigate back to the HIOS main

page.

New Issuer Confirmation

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User Role Request

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HIOS Main Page - Role Management

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New and Existing Roles

•Users can view their existing roles under the View Existing Roles Tab.

•Users can request new roles for different Modules under the Request Role Tab.

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View Existing Roles

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Role Request Process

Step 1: Select a Module from the drop down list.

Note: For first time users, who are not sure which module to select, a PDF document hyperlink (Module Descriptions) is available, which explains the purpose of each module.

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Request Role-Select Module

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Role Request Process

Step 2: Select the Requested Role from the drop down.

Note: The User Type and User Sub-type drop downs will only be displayed for Modules with User Roles that require them.

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Request Role- Select Role, Type,Subtype

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Role Request Process

Step 3: Click Continue and a User Association section will be displayed.

Note: The Association section displayed will be based on the Module selected.

Example:Plan Finder is an issuer based Module (Input: Issuer ID).MLR is a Company based module (Input: FEIN).

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Role-Issuer Association

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Role Request Process

Step 4: Click Review/Continue to be navigated to the Information Review Page.

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Request Role-Information Review

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Role Request Process

Step 5: Click Submit and user will be navigated to the Confirmation Page with the text “Your Role Request has been

Submitted.”

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Request Role- Confirmation

HIOS Plan Finder Product Data

Collection UpdatesFebruary 25, 2013

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Requesting Standard Component IDs Template Q4 Changes

Agenda

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Standard Component Identification (SCID)

Standard Component ID (SCID)

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•A Component ID is the base identification of an insurance plan prior to it being submitted to a system.

•Component IDs are equivalent to Plan IDs from RBIS.•Component IDs are required for submitting plans to the exchanges.

•Component IDs can be requested through the HIOS Plan Finder Product Data Collection Module.

•All component IDs must be assigned to a product. •The product must be created in HIOS before users can request a Component ID.

•Existing Component IDs can be viewed through HIOS Plan Finder.•RBIS users can continue to use the Plan IDs generated by the RBIS system.

Standard Component ID (SCID) Format

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•Component IDs will be generated in the appropriate format by the SCIS system upon user request. •Component IDs will be 14 characters in length.

Example:Issuer ID ----- 10020

Product ID----10020DC003

Component ID’s will be :10020DC003000110020DC0030002

Login to HIOS, Click on Plan Finder

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View Component ID’s (in Plan Finder)

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Request Component ID’s

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Confirmation Page

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Q4-Issuer Template Changes

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Q4 Template Updates

Q4 Plan Finder template will have the following updates:

Dental Product Type – HIOS will capture the Dental Product Type. A new drop down value for DENTAL will be added as a Product Type option.

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Q4 Template Updates

Q4 Plan Finder template will have the following updates:

Approved Product: HIOS will allow for the collection of non-approved products . As part of the collection effort, a new column is added to the issuer template for Approved Product (Yes/No).