Enterprise
onboarding
made simple.
From kickoff to go-live in 1-2 weeks. Bulk roster management, monthly updates, and ongoing support.
Implementation timeline
Week 0
Kickoff & Planning
- Intro call with your dedicated onboarding specialist
- Confirm eligibility rules, coverage start date, and plan details
- Receive CSV template and portal credentials
- Review employee communication templates
Week 1
Roster Upload & Validation
- Upload employee roster via CSV in employer portal
- Automated validation checks for data quality and completeness
- Review and resolve any flagged errors or duplicates
- Confirm eligibility setup and effective dates
Week 2
Go-Live & Employee Access
- Employees receive welcome email with eligibility confirmation
- Employees can check status and book appointments immediately
- Employer portal training session for HR/admin users
- Ongoing support via dedicated channels
Bulk roster upload details
Simple CSV format, automated validation, and error handling
Monthly roster refresh process
Handle turnover, new hires, and eligibility changes seamlessly
Adding Employees
Add new hires or newly eligible employees at any time. Set effective dates, coverage tiers, and send automated welcome emails.
- Single-add or bulk upload
-
Custom effective dates
(e.g., first of month, hire date + 30) - Automated eligibility confirmation email to employee
Terminating Employees
Remove terminated employees or those who lose eligibility. Set end dates and manage COBRA or continuation scenarios.
- Immediate or scheduled termination
- Grace period support for mid-cycle changes
- Billing adjusts automatically for prorated periods
Eligibility Updates
Handle mid-cycle changes like status changes, plan upgrades, or coverage tier adjustments. Changes take effect immediately or on your specified date.
- Plan upgrades/downgrades (Basic → Plus → Enhanced)
- Add or remove dependents
- Update contact information or demographics
Employee experience flow
Simple, self-service access from eligibility check to appointment booking
Check Eligibility
Employee enters email + DOB or employer code to verify coverage
Choose Service
Select Primary Care, Behavioral Health, or Pharmacy based on plan
Book Appointment
View available times and self-schedule virtual or in-person visit
Receive Care
Attend visit, follow up as needed. No HR involvement required
Dedicated support for employers & employees
Employer Support
Employee Support
