How Do I Upload Documents for Medi-cal

New Document Upload Link

CalHEERS 17.2 Certificate Upload February 2017

Release Note: Verification Documents can now exist uploaded to the Documents & Correspondence folio regardless of eligibility or case status.

Previously, documents could just be uploaded on the Documents and Correspondence page if the case was in a Conditionally Eligible status only. Now, documents can be uploaded on the Documents and Correspondence page regardless of eligibility or case status (even if case is terminated).

In that location are too two new buttons on the Documents and Correspondence page: Upload New Document and Link to ECM Document. The 'Link to ECM Document' is used to link Documents mailed or faxed in by the consumer to the Covered California back part. Certified enrollers should access the 'Upload New Document' link to attach documents to the consumer'due south case.

Covered California, Employer, Address, Contact, Application, Health, Insurance, Subsidy, ACA

Covered California consumers can at present upload documents through the Documents and Correspondence page of the Summary section.

CalHEERS Release Notes 17.2 Final

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Category: Application_Updates
Date: February xiii, 2017

Open up Enrollment 2015

As of November 2014, Covered California customer service representatives acknowledged that in that location was a known issue with uploading documents. For Some consumers and agents the push button to start and upload is not present. For other people the system indicates that the file type is not acceptable. There is no estimated date equally to when this will exist right. (11/25/2015)

A multifariousness of other issues and known bug are addressed in Covered California Job Aids and technical guides. You may have to switch internet browsers as not all of them tin can display or handle certain Covered California program pages, pop upward windows, or sliders.

New document upload process

This is a short primer on uploading documents as of the end of 2014. Covered California may change or edit the procedure. Because the screen shots are numerous and large, I've put them in a slide show for you to view.

  1. From your Covered California business relationship, find Actions correct side bar box.
  2. Click on Manage Verifications .
  3. On the Manage Verifications page click on Submit Verification .
  4. Scroll down to find the Required Documents .
  5. Click on the Upload link.
  6. On the adjacent screen select Upload Documents .
  7. Select document category, type and document proper name from Browse, click Upload .
  8. If you go a File type not supported mistake bulletin.
  9. In some documents you lot volition need to change the file extension from all uppercase letters, such every bit JPG, to lower case letters like jpg. You lot can do this from your computers file and folder application. Changing the file extension doesn't always concord. I had to modify the extension several dissimilar ways in my Windows Explorer until the estimator really inverse the extension to lower case letters.
  10. Navigate Back to Submit Verification page.
  11. Exit a required description in the Comments section, click Submit .

The designers of the Covered California CalHEERS online enrollment system were hoping to reduce or eliminate paper by allowing requested documents to be uploaded for verification. Many Californians are finding that uploading documents isn't as piece of cake as sticking the bank carte in the ATM.

Necessary documents to verify eligibility

Covered California may asking a diverseness of documents to verify household eligibility for either the premium assistance or Medi-Cal. If an private or family can't upload the documents, Covered California volition transport a letter requesting copies be sent to them. However, near people are not comfy sending personal, private, sensitive and confidential information to any warehouse address and so uploading the documents is a more secure selection.

Upload before you forget

Uploading my driver's license to Covered California.

Uploading my driver's license to Covered California.

The best time to upload documents is right subsequently the online application has been submitted and the CalHEERS systems as determined eligibility. Right on the screen is the link to "Submit Documents". The system will let you to upload documents or manage verifications after a health program is chosen or at a later engagement, but finding the screen sequence can be disruptive. The Covered California system is not very skilful at giving the consumers or agents updates, alerts, or warnings on follow-upward steps necessary to complete the awarding.

Browse or point-shoot-click

You can either scan your documents into your computer hard drive using combo printer-copier/fax auto or you lot can do it the old fashion way and take a picture. Well, take a picture with your smart phone or camera that connects to your estimator. Johnny Bone, famed contained acoustic guitar player, travels across the nation performing sold out venues nationwide sent me his document from the road, literally. Johnny snapped a picture of his commuter'south license on his knee while driving his VW micro passenger vehicle through Weed on I-five traveling to a gig in Ashland, Oregon.

Johnny'south electronic mail from the road

Johnny so emailed the picture of "verification certificate" for me to upload to his online application for health insurance. The camera phones give astonishing item and should capture the necessary data on the document for the regime to verify citizenship, residency or income. I purposely blurred Johnny's details considering he already has a crush of fans swarming his modest residence in Marin when he'due south not on the route.

Upload document redundancy

You tin email the photo to yourself or agent (like Johnny "The Blues" Bone sent me), and then save it to your hard drive. Once you click on submit you'll be taken to the Document Category with a list of the documents that will meet the verification. Click on Upload Document that will accept yous to (surprisingly enough) another screen chosen Upload Document where you again click on Upload Document. Finally, you will be presented with a pop-upwardly window where you can select the blazon of document. You can then browse your hard drive for the right prototype and "really" upload the certificate to Covered California.

Noalerts or notifications sent

The last page will give you a verification ID number and I accept no inkling what information technology means. The CalHEERS system is not bad at generating numbers that don't seem to have whatsoever relevance to the amanuensis or applicant. For the all the e-commerce savvy of the Covered California website information technology absolutely fails at providing whatsoever notifications via email. Heck, when you buy a book on Amazon.com they ship ten emails telling you that "Robert" in aircraft received your order and is now wrapping it up. While Covered California has provided a very efficient manner to submit documents, there is no advice on what is happening with the awarding.

Basis hog day

My gut tells me for Medi-Cal that applicants will go a document need letter requesting the same data they've already uploaded. I sincerely hope I am wrong, but since each county handles their own Medi-Cal cases, it'southward possible that Mono County considers an Upload to be a volcanic upshot and not digital correspondence. If all works correctly, the uploading of documents to Covered California will save load of paper requesting documentation of eligibility.

Certificate Types that can exist uploaded:

MS Discussion, Excel, PDF, JPG, TIF

Maximum file size is 5MB


Johnny "The Blues" Bone emailed me a photo of his driver's license while on his way to a gig in Ashland, Oregon.

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Source: https://insuremekevin.com/uploading-documents-covered-california/

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