Plan Administrator Portal User Guide

Your People, Experience, and Plan Sustainability Come First

As a plan administrator, you play a crucial role in managing and optimizing your organization's employee benefits plan. At Saskatchewan Blue Cross, we are committed to making your experience seamless, efficient, and well-supported every step of the way. Whether you’re new to plan administration or looking for ways to maximize your benefits program, this guide is designed to provide you with the essential tools and resources you need.

In this guide, you’ll find:

• A step-by-step walkthrough of your Plan Administrator Portal

• A demonstration video

• A link to the Plan Administrator FAQ

Personalized Service, Trusted Expertise

For over 75 years, Saskatchewan Blue Cross has been committed to delivering outstanding service, with people at the heart of every interaction. Our client experience is built on personalized support, secure self-service tools, and a responsive local team that is always ready to assist you. Whether through our online services or our full-service offices in Saskatoon and Regina, we are here to provide the guidance you need to administer your benefits plan with confidence.

Let’s get started!

Redesigned Plan Admin and Member Training Demonstration

This video provides a step-by-step walkthrough of the Plan Administrator Portal, highlighting key features, navigation, and essential functions. Learn how to manage users, update member information, assign policies, and access key resources to streamline your plan administration tasks efficiently.

Logging into the Plan Administrator Portal

This guide provides essential instructions for accessing the Plan Administrator Portal, making it easier for users to log in or request access for the first time. It outlines clear steps for both new and returning users, ensuring a smooth login experience. Additionally, it offers a straightforward process for password recovery, enhancing user convenience.

Home (Dashboard)

Upon logging in, Plan Administrators are greeted with an intuitive dashboard designed to simplify benefits management, providing a seamless and efficient experience. To navigate back to the dashboard at any time, simply click "HOME."

Top Menu Bar: Access the functions and tools available within your Plan Administrator portal.

Notification Centre: Notifications are email-enabled, ensuring you remain informed about all developments at Saskatchewan Blue Cross. Stay updated on activates happening within your portal, marketing communications, policy changes, product training, and more.

Notifications, Announcements, and Alerts can be accessed and acknowledged in this section. Additionally, Plan Administrators will receive email notifications for any activities or actions required within the Plan Administrator Portal.

Quick Actions: Quick Actions are shortcuts that provide Plan Administrators with immediate access to commonly used resources, streamlining their workflow and enhancing efficiency in managing plans.

• Administrator Portal User Guide: Your one-stop resource for demos, step-by-step guides, and key processes within the Plan Administrator Portal.

• Invoice Calendar: View billing dates and cutoff deadlines to stay on top of your invoicing schedule.

• Employer Resources: Access essential documents, forms, and guides to support plan administration and employee communication.

• Toolkits: Explore a collection of resources designed to help Plan Administrators educate and engage employees, including communication templates, benefit overviews, and onboarding materials.

Action Log

The Action Log tracks all activities and transactions processed by you and your team on the Plan Administrator Portal. Use the search tool to view or export a complete record of transactions, including those in progress or completed.

Members

Add Member

This guide provides a comprehensive walkthrough for adding a member to a benefits plan, ensuring that all necessary demographic, benefits, and family information is accurately recorded.

Member Search

This guide provides a straightforward approach to searching, managing, and updating member information. It covers how to refine searches, view details, export results, and maintain accurate records, helping administrators efficiently manage members.

The Member Actions feature is available to administrators with designated permissions, allowing them to:

• Transfer a Member

• Terminate a Member

• Request a Member Card

Report & Billings

Billings

By following the outlined steps, Plan Administrators can search for, view, and download invoices in PDF or CSV format with ease.

Reports

Our powerful reporting features provide Plan Administrators with comprehensive, real-time access to data. Each report includes intuitive parameters that offer flexibility while ensuring a seamless report generation process.

Documents

Find a Document

By following the steps outlined, users can easily search for specific documents, adjust results for better visibility, and access the necessary information for their records.

Upload Document

By following these instructions, users can securely manage document submissions while adhering to size and file type limitations, ensuring effective communication and a strong relationship with their Blue Cross Support Team.

Contact Us

By following the simple steps outlined, you can efficiently communicate with the Plan Administrator Support Team, ensuring that your concerns are addressed promptly.

My Account

Update Profile & Change Password

This guide provides a straightforward process for updating your profile and password, ensuring that your account information stays current and secure.

Frequently Asked Questions (FAQs)

We've created this FAQ document to help Plan Administrators navigate recent updates and key features of the new Plan Administrator Portal, including user management, member administration, billing, and reporting enhancements.

For full details, access the complete FAQ document below.