ENR-1.04.1-Confirmation Timeouts This is the exception queue for the ENR Confirmation Member Enrollment Process to send cases to if they have aged in this queue for longer than 72 hours. This queue catches the member enrollment cases that do not go through workflow because another transaction in workflow is holding up the process. 5 In this section: Scenario 1: Confirmation Timeouts Scenario 2: Confirmation Timeouts Scenario 3: Confirmation Timeouts 5: ENR-1.04.1-Confirmation Timeouts Scenario 1: Confirmation Timeouts 1. Navigate to Softheon Web using the path below: http://<hostname>/Softheon.Web/ within your Internet Browser. Note: For <hostname> put in the fully qualified hostname of your designated Softheon Web Server. 2. Enter the corresponding user login credentials and click Sign In. 3. Scroll down to the Shared Mailboxes and navigate to ENRConfirmation Timeouts mailbox. 4. Select a folder with a timeout error. 1 2 Scenario 1: A case will appear in this mailbox if the transaction that was sent previously is sitting in an Exception mailbox or is stuck in a critical workflow path between – (ENR – 1.05 – Metadata Update and ENR – 1.12 – Distribution Payment Confirmation). 4 3 5 - 2 ENR-1.04.1-Confirmation Timeouts 14/10/01– v2.5 5: ENR-1.04.1-Confirmation Timeouts 5. Copy the Folder Name of the transaction. 6. Close the case. 7. Click No. 5 6 7 14/10/01– v2.5 ENR-1.04.1-Confirmation Timeouts 5 - 3 5: ENR-1.04.1-Confirmation Timeouts 8. In the main window click the Search icon. 9. Change Drawers to Marketplace Connector. Change the Type to Member Enrollment 10. Next make sure to click on Task Search. 11. Paste the Entire folder name that is copied in step 5 and click Search. 8 9 10 11 5 - 4 ENR-1.04.1-Confirmation Timeouts 14/10/01– v2.5 5: ENR-1.04.1-Confirmation Timeouts 12. A number of results may appear. Take note of the 5th column that will display the Mailbox Name. 13. You should see one case in Confirmation Timeouts, and at least one other record. Note: If the transaction for the policy holder case falls between ENR – 1.05 and ENR – 1.12 this means a member of the policy has been routed to an exception mailbox. To resolve open the folder in the exception mailbox and follow the steps to solve the error located in additional chapters of this UAT (MC2 Exception Handling). 14. Once that exception has been fixed open the initial folder in the Confirmation Timeouts mailbox and click the route icon. 12 13 14 14/10/01– v2.5 ENR-1.04.1-Confirmation Timeouts 5 - 5 5: ENR-1.04.1-Confirmation Timeouts 15. Route the folder to the ENR-1.04.1-Confirmation Member Enrollment mailbox. 16. Click Route. 15 16 5 - 6 ENR-1.04.1-Confirmation Timeouts 14/10/01– v2.5 5: ENR-1.04.1-Confirmation Timeouts Scenario 2: Confirmation Timeouts 1. Scroll down to the Shared Mailboxes and navigate to ENRConfirmation Timeouts mailbox. 2. Select a folder with a timeout error. 3. Copy the Folder Name of the transaction. 4. Close the case. 2 1 Scenario 2: A case can also route to this mailbox if the last transaction sent through the workflow was an add transaction, and an add transaction is in the confirmation time-outs queue (Two add transactions for one member). This usually means that the marketplace never sent a cancel for the previous record. 3 14/10/01– v2.5 4 ENR-1.04.1-Confirmation Timeouts 5 - 7 5: ENR-1.04.1-Confirmation Timeouts How to resolve this issue: For confirmation member enrollment errors, open the appropriate file and review the notes under Discussions. Based on the notes take action and proceed as necessary. In most instances these case can be recovered. 5. Click No. 6. In the main window click the Search icon. 5 6 5 - 8 ENR-1.04.1-Confirmation Timeouts 14/10/01– v2.5 5: ENR-1.04.1-Confirmation Timeouts 7. Change Drawers to Marketplace Connector. Change the Type to Member Enrollment 8. Click on Task Search. 9. Paste the entire folder name that is copied in step 3 and click Search. 10. Double click the transaction not in the exception mailbox. 7 8 9 10 14/10/01– v2.5 ENR-1.04.1-Confirmation Timeouts 5 - 9 5: ENR-1.04.1-Confirmation Timeouts 11. Make a note of the Transaction Type. 12. Click the Find Parents folder. 13. Check the Member folder status. If the Status equals anything other than “Inactive” and transaction being help up is an Addition transaction, it is possible that there was a cancel that was never sent. In this case please contact the customer to determine which plan they should be enrolled in. 11 12 13 5 - 10 ENR-1.04.1-Confirmation Timeouts 14/10/01– v2.5 5: ENR-1.04.1-Confirmation Timeouts 14. SITUATION A - If the transaction in the Confirmation Timeout mailbox IS NOT the most recent plan, then this is the plan to cancel. You can navigate to the Member Enrollment folder and reject the case. 14 15. SITUATION B - In the event that the transaction IS the most recent plan, you will need to follow the Softheon steps given to cancel out a transaction in HBE point. These steps can be found in the MC2 Changing Effective Date document. Once finished route the Member Enrollment folder of the correct plan back to the ENR-1.04.1-Confirmation Member Enrollment mailbox. 15 Helpful Tips Review the MC2 Changing Effective Date document here. 14/10/01– v2.5 ENR-1.04.1-Confirmation Timeouts 5 - 11 5: ENR-1.04.1-Confirmation Timeouts Confirmation Timeouts: Scenario 3 1. Scroll down to the Shared Mailboxes and navigate to ENRConfirmation Timeouts mailbox. 2. Select a folder with a timeout error. 3. Copy the Folder Name of the transaction. 4. Close the case. Scenario 1: A case can also route to this mailbox if the case is a cancellation and the status is “Inactive” this transaction will not proceed through workflow. 2 1 3 5 - 12 ENR-1.04.1-Confirmation Timeouts 4 14/10/01– v2.5 5: ENR-1.04.1-Confirmation Timeouts How to resolve this issue: For confirmation member enrollment errors, open the appropriate file and review the notes under Discussions. Based on the notes take action and proceed as necessary. In most instances these case can be recovered. 5. Click No. 6. In the main window click the Search icon. 5 6 14/10/01– v2.5 ENR-1.04.1-Confirmation Timeouts 5 - 13 5: ENR-1.04.1-Confirmation Timeouts 7. Change Drawers to Marketplace Connector. Change the Type to Member Enrollment 8. Click on Task Search. 9. Paste the entire folder name that is copied in step 3 and click Search. 10. Double click the transaction not in the exception mailbox. 7 8 9 10 5 - 14 ENR-1.04.1-Confirmation Timeouts 14/10/01– v2.5 5: ENR-1.04.1-Confirmation Timeouts 11. If the Member Enrollment case has a Cancellation or Termination Transaction Type. 12. Navigate to the Member folder by clicking Find Parents. 13. With the member status set as Inactive this transaction will not proceed through the workflow. NOTE: In this case outreach might be needed to make a call to the member and confirm that they are cancelling their selection. 14. If they are declining coverage reject the Member Enrollment folder. 14 12 11 13 14/10/01– v2.5 ENR-1.04.1-Confirmation Timeouts 5 - 15
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