May 04, 2023
One of UnitedHealthcare's latest developments is new functionality in their eServices online applications, intended to streamline the client risk management audit process.
The new, entirely online risk management audit process will be in place effective May 2023 for small group clients. Active audits for clients beginning with June 2023 renewal dates are the first to be implemented with the all-digital experience. These clients and producers will see the audit notification when they sign in to the online portals, and can track the process online through completion.
Highlights of the Changes
- Home page message shown, post-login, informing of an audit
- Ability to respond to the audit entirely online, including uploading documents; producers responding to an audit on behalf of a client can complete a Group Attestation form as part of the online process and proceed without delay
- Ability to track the status of group audits online (e.g., Not Submitted, Incomplete, Approved, Denied)
- Convenience of starting, pausing, and returning to the audit response online at a later time without losing saved entries
UnitedHealthcare anticipates releasing the audit notification to direct clients to utilize this experience with August 2023 renewal dates via mail per standard USPS process.
The small group risk management audit protocols remain unchanged, and UnitedHealthcare will continue the practice of mailing a letter to clients identified for an eligibility verification audit and the client’s broker of record, in addition to the new online notification.
What Clients (or Producers Acting on their Behalf) Need to Do
- Respond online to the audit notification as soon as possible; sign in to either uhceservices.com or employereservices.com.
- At sign-in, a message will appear at the top of the screen, indicating an Eligibility Verification Audit is required.
- Click the link to begin the Eligibility Verification Audit response process. Note: producers with multiple clients undergoing an audit can click View Groups for a list of their affected clients and the status of each client’s audit.
- Review the guide, How to Complete an Eligibility Verification Audit, that is accessible within the eligibility verification website: uhc.com/rm. Note: users must be logged in for this link to work correctly.
- Complete all forms in their entirety.
- Gather all requested tax documentation. Be sure to include the required information listed in the instructions for each employee directly on the tax form(s) you submit.
- Upload the documents in the Manage Documents section. Note: producers completing the audit response on behalf of a client must also download the Group Attestation form from this section, fill in the required information, and upload the completed form.
- Confirm all requested information has been provided and uploaded as specified in the Eligibility Verification Audit guide.
- After completing the required audit response forms online and uploading the requested documentation, clients (or producers acting on their behalf) will be prompted finally to complete the Eligibility Verification Attestation form.
- Once this form is submitted online, a confirmation message will display on the page.
Please keep in mind that it can take up to 5 business days to process the information provided during the audit process. If UnitedHealthcare does not receive the information in a timely manner, they will not be able to renew the client's group coverage. Instead, it will be canceled on the renewal date.
Contact your Amwins Connect Regional Sales Manager for more information or assistance.
