Skip to Main Content
Status Reviewing
Categories Suggestion
Created by Guest
Created on Jun 15, 2022

Policy Info feed from EASE

Why can't you sync the policy information and elections from EASE when it syncs the member info? Very time consuming to add the policies twice (EASE/AgencyBloc)

  • Attach files
  • Admin
    Tayler Hassman
    Reply
    |
    Jun 23, 2022

    Ah yes, you are correct. The reason we don't automatically create the policies to link to the plans/eligibilities is because there are so many variations to how those connections can be made, we can't predict which one clients want to use. So if you have a plan with multiple eligibilities, some clients set that up in AgencyBloc as one policy with multiple coverages or a separate policy and coverage for each eligibility or even having all the eligibilities connect to the same single policy and coverage.

    However, we appreciate your feedback so we can take a look at this again to see if there's something else we can do to streamline that process!

  • Guest
    Reply
    |
    Jun 19, 2022

    Yes, I create the policy in EASE to do enrollment or renew it and it doesn���t sync with Agency Bloc ��� I have to create the new policy in Agency Bloc before it syncs to EASE���am I wrong?

    Respectfully,

    Linda S. Hooper

    Founder / Senior Consultant

    linda@henryandhooper.com / 214-907-4121

    Insightful l Innovative l Analytical

    https://henryandhooper.com

    Secure Internet Services
    About your security: This email is encrypted and complies with HIPAA guidelines and regulations. Our email server security uses Transport Layer Security (TLS). If your server is TLS compliant, you will not be required to complete any additional steps to view this email. If your email server is not TLS compliant, you will be required to login to our online server, enter your credentials to view this sensitive encrypted information. For more information on Transport Layer Security (TLS) please visit the Health and Human Services Web Site here - http://www.hhs.gov/ocr/privacy/hipaa/administrative/securityrule/nist80052.pdf

    Note: The information contained in this message may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer.

  • Admin
    Tayler Hassman
    Reply
    |
    Jun 17, 2022

    Thanks for the feedback! The policy and election information does get synced between Ease and AgencyBloc. You just need to connect the right policy/coverage to your plan/eligibility in the Ease integration. Or do you mean you want the sync to create the policy records like we create individual records through the sync process?

  • +5