Step1: Registering and logging-in to the Coughlin Plan Member Portal

Transcription

1 Step1: Registering and logging-in to the Coughlin Plan Member Portal To register or log-in to the Coughlin portal, just follow these steps: 1. Visit 2. Then, go to the Log in menu item at the upper right of the Coughlin & Associates Ltd. website. 3. Select Member portal from the drop-down menu located there. Then, click the Go button. 1

2 Step 2: Member log in You should now be in the Member log in page. IMPORTANT: If you have not previously registered, please see Step 3: Instructions for first-time users. To sign in, type in your user identification and password (which you would have created when you registered initially) and click the log in button. If you have forgotten your password, use the retrieval mechanism on the website to obtain the necessary information. A menu of available forms, data and services should now appear. Click the item(s) that interest you. 2

3 Step 3: Instructions for first-time users In the New user? Register now section, first-time users must click the Click here link to complete the registration form. If you have registered previously and already have a user ID and password, return to the preceding Member log in section for information on how to log in. Or, go to the Welcome to the portal section for information on the portal. 3

4 Registering and logging-in to the Coughlin Plan Member Portal The registration page requires three pieces of information: your identification number; your plan number; and your temporary password. This registration information is provided on your Plan Member Portal welcome letter, claim payment notices, or direct deposit notification s, as applicable to your plan. If you do not have access to any of these documents, please contact our office (click here) and we will be pleased to provide you with your access information. Enter the registration information in the appropriate fields on the registration page. Then click the Submit button. 4

5 Step 4: Create your own personal user ID and password Fully complete the Plan member registration page, including phone and address fields. When complete, click the Submit button. Remember: Your User ID and password are created only by you. Be sure to take note of them; you will need them in the future to log in. 5

6 Step 5: Welcome to the portal You should now be successfully registered/logged-in on the member portal. Please note that some information, such as your address, language preference, phone number and contact information can be updated by you. Other data, such as your dependant and spousal information, can only be changed by your plan administrator. Contact Coughlin & Associates Ltd. (click here) to change your user ID number, password or spousal/dependant information. 6

7 Troubleshooting/ Frequently asked questions Where do I find my temporary password, personal ID and plan number? Your registration information is provided on your Plan Member Portal welcome letter, claim payment notices, or direct deposit notification s, as applicable to your plan. If you do not have access to any of these documents, please contact our office (click here) and we will be pleased to provide you with your access information. My temporary password doesn t work/i can t register Be sure that you are actually on the registration page and not the log in page. You cannot log in until you have registered. Follow the steps outlined in Instructions for first-time users. When entering passwords, be sure to use lower case. As well, use correct numerics, rather than letters. For example, use the number one instead of the lower case L or the number zero instead of the letter O. Register just once. Do not attempt to register a second time if you have already registered on the portal. If you have registered previously for the portal, follow the member log in procedures. I can t log on Verify that you are using the correct User ID and password spelling. Also ensure that your caps lock is not activated. Note: Your User ID and password are ones that you created when you first registered. If you are a first-time user of the portal, be sure to register before attempting to log on. Follow the steps outlined in Instructions for first-time users. I can t remember my password/user ID If you have forgotten your password, in the Forgotten password retrieval section on the portal log in page, type in the address you provided at registration and then click the Retrieve password button to have your password ed to you. If you have forgotten your User ID, we will have to re-set your account and issue you a new temporary password. You will then have to go through the registration process again. If you wish to do this, please contact our office (click here). 7

8 Troubleshooting/ Frequently asked questions I tried to retrieve my password but it didn t work If you have attempted to use the Forgotten password retrieval section on the portal log in page and did not receive an with your password, please contact our office (click here). How do I change my password? If you have already registered and created a password but want to change it, we will re-set your account and provide you with a new temporary password. You will have to go through the registration process again. If you wish to do this, please contact our office (click here). I am getting a Speedware Autobahn II error message If you receive a Speedware Autobahn II error message, you have likely used your browser s Back button to return to an expired session. Return to and log on again. 8