Completing Health Risk Assessments in Revel Web Portal for sales agents FOR INTERNAL USE ONLY
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1 Completing Health Risk Assessments in Revel Web Portal for sales agents FOR INTERNAL USE ONLY 1
2 Health Risk Assessment (HRA) What is an HRA? - Health Risk Assessments are surveys of a members health conditions, and used to help identify members that may need additional assistance managing their care CMS requires that we complete an HRA for new DSNP members within 90 days of their enrollment, and again on a yearly basis HRA completion rates do affect our plan Stars Scores Although not required by CMS, we began doing formal HRA s for our new Medicare Advantage (MA) members in November 2016 REVEL We have partnered with Revel to assist us in managing our HRA process Revel allows members assisted by agents to complete HRA s by: - Web option located on the secure member portal of WellCare.com All members that complete an HRA receive an individual care plan that includes actions and goal they can use to manage their ongoing conditions. A copy is also sent to their PCP. DSNP members also receive a coupon book as a gift FOR INTERNAL USE ONLY 2
3 Revel Web Portal Index User Registration Learn about creating a new microsite account Creating an Account Verifying Your Address Logging In Prospect HRAs Learn about adding a new enrollee Adding a New Enrollee Assessment Capture Learn about entering Health Risk Assessment Information Navigating the Assessment Interface Features FOR INTERNAL USE ONLY 3
4 User Registration- Creating An Account Using a Google Chrome or Safari browser, go to Click Sign-Up. 4
5 User Registration- Creating An Account Enter Your Info Use your account. Create a password. Enter your first and last name. Password Requirements Use at least 8 characters. A strong password is required. On-screen reminders are available 5
6 User Registration- Verifying Your Address You Will See a Confirmation Screen If your account does not already exist, and you meet the password requirements, you will see a confirmation screen. Watch Your You will receive an from revelhealth.com. Click the Verify Your Account button to confirm. 6
7 User Registration- Logging In Log In To The Microsite When you click the link in the confirmation , you will be returned to the login screen. Enter your and password and click Log Into move on to set up two-factor authentication. 7
8 User Registration- Logging In Two-Factor Authentication In order to access the Microsite, you will need to confirm your identity in two different ways. In addition to entering your address and password, you will also be asked to enter a 6- digitcode which will be sent to your mobile phone. Enter the number where you would like to receive a text message, and click Next. 8
9 User Registration- Logging In Entering Your SMS Code On the next screen, you will be asked to enter the code that was texted to your mobile phone. Optionally, you can select the checkbox for Remember this browser, which will allow you to bypass the request for an SMS code on that machine for up to 30 days. Once you have entered the code, click Next. 9
10 User Registration- Logging In Write Down Your Recovery Code The first time you enter a code, you will be given a special recovery code that can be used if you ever lose your mobile phone. Write down the code somewhere you can find it in the future. Check the box that says I have safely recorded this code and click Next. 10
11 User Registration- Logging In Success Message When two-factor authentication has been successfully completed, you should see a message reminding you to keep your phone handy when you log in. Click Continue to enter the Microsite. 11
12 User Registration- Admin Confirmation Admin Confirmation Required Creating your account will get you access to the microsite, but you will not be able to use any functionality until an Administrator verifies your account. You will see a Not Authorized message when you attempt to log in until an Admin has updated you account with a security role. Once your account has been enabled, you may need to close your browser before logging in. 12
13 Prospect HRAs- Adding a Prospect From the Home screen, Sales Agents can add a new enrollee at the time of sale to launch a Prospect HRA. Note: Member Search capability is not enabled in the WellCare microsite. Tablet users should use the microsite in landscape (horizontal)mode for the best experience. 13
14 Prospect HRAs- Adding a New Enrollee Creating a Prospect HRA Click the Add New Enrollee button above or below the Member Search area to add a new enrollee to the database and launch their HRA. Note: Tablet users should use the microsite in landscape (horizontal) mode for the best experience. 14
15 Prospect HRAs- Adding a New Enrollee Enter the Prospect s Information All fields are required: Plan Type First Name Last Name State HICN/MBI Date of Birth Phone Number Once all fields are complete, the Save & Load Assessment button will become enabled. Click the button to launch the Prospect HRA. 15
16 Prospect HRAs- Adding a New Prospect Prospect Field Validation The First Name and Last Name fields require at least 2 characters. The HICN/MBI field requires a valid HICN or MBI format. Date of Birth requires a valid date. Phone number requires a valid phone with area code. 16
17 Assessment Capture- Navigating the Assessment Capturing Responses As the new enrollee answers the assessment, responses you ve selected will remain highlighted on the screen. When you have completed a page, click the green Continue button to move forward. 17
18 Assessment Capture- Navigating the Assessment Conditional Questions Some questions only appear on the screen when necessary. In the example below, the box to enter a new preferred phone number appears only after the previous question is answered No 18
19 Assessment Capture- Navigating the Assessment Changing Responses & the Back Button You may change an answer at any time until the assessment is completed. If you need to return to an earlier page, use the Back button to page back through the assessment to find the answer you need to update. After using the Back button to change an answer, hit Continue to be brought directly to the page where you left off the assessment. 19
20 Assessment Capture- Navigating the Assessment Completing the Assessment When you complete the last page of the assessment, you will be taken to the Survey Complete screen. At this point, no further changes can be made to the assessment responses. From this page, you can select Search for a New Member to return to the Home Page. 20
21 Assessment Capture- Interface Features Language Selection On any page of an active assessment, you can toggle between any available languages using the language selector in the top header of the page. You can change languages at any point in the assessment. Changes will not have any affect on responses captured. 21
22 Assessment Capture- Interface Features Progress Indicator As you move through the assessment, a blue line in the top header of the page will update you on your progress to completion. 22
23 Assessment Capture- Interface Features Scripted Transition Statements Throughout the assessment, any scripted statements used to reengage the member, provide added explanation, or transition to a new topic are visually highlighted to help you provide appropriate emphasis in your delivery. 23
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