Enrollment Process and Documentation Requirements

Health Navigators Program

Health Navigators Program FAQs

Health Navigators Program FAQs

Special Supplemental Benefits For The Chronically Ill (SSBCI) Resources

Agent Resources

Health Risk Assessment (HRA) Program

HRA Electronic Submission Form

HRA Program Information

HRA Program Guidelines

Enrollment Process and Documentation Requirements

CSNP Enrollment Required Forms

Provider Search Tool Training

Provider Search Tool Training Document

Electronic Enrollment Method

Obtain a Scope of Appointment prior to presenting plan
Submit the Electronic Enrollment to SCAN immediately while with the client
Provide the beneficiary with the following:
- Receipt of Application (found in the Sales Kit) and enter the Confirmation Number generated by SCANCubed
- Sales Kit which contains:
  Summary of Benefits
  Formulary
  Multi-language insert
  Enrollment Forms
  Continuity of Care Form
- Plan Star Rating document must always be presented

Paper Enrollment Method

Obtain a Scope of Appointment prior to presenting plan
Provide the beneficiary with the following:
- Receipt of Application
- Sales Kit which contains:
  Summary of Benefits
  Formulary
  Multi-language insert
  Enrollment Forms
  Coordination of Services Form
- Plan Star Rating document
Deliver the Enrollment Forms or fax to SCAN within 24 hours or send via Fed Ex

Telephonic Enrollment Method

1) Obtain a Scope of Appointment prior to presenting plan.

2) Complete a Telephonic Confirmation - a phone interview that agents and applicants must complete together for SCAN to process their enrollment application.

The Telephonic Confirmation acts as an electronic signature and verifies the prospective members’ intent to enroll with SCAN Health Plan.

During the phone verification, the agent will receive a confirmation number that must be included on the signature line of the paper application and on the SOA in lieu of a “wet” signature before submitting.

SCAN’s Telephonic Confirmation Representatives are available to take calls Monday–Friday from 7:00 am–6:00 pm (PST). Note: All calls are recorded. Call 855-662-7226 to get started.

3) Provide the beneficiary with the following:

Receipt of Application (found in the Sales Kit) and enter the Confirmation Number generated by SCANCubed
Sales Kit, which contains:
- Summary of Benefits
- Formulary
- Multi-language insert
- Enrollment Forms
- Continuity of Care Form

Plan Star Rating document must always be presented

Converting Paper to Electronic Enrollment Method

Must be keyed in within 24 hours of the time the paper application is signed by the beneficiary.
If the enrollment is not entered into the SCANCubed enrollment portal within 24 hours, you must provide SCAN with the paper Enrollment Application within 48 hours of the beneficiary’s signature on the Enrollment Application.

Documentation Requirements

Store the Scope of Appointment Form and proof of permission to contact for a period of 10 years in a secure location and supply to SCAN upon request for audit purposes
If you decide NOT to continue contracting with SCAN, your up-line agency is responsible for ensuring the documentation is stored and retrievable for 10 years
Documentation can be faxed to: (866) 951-6318 or (562) 989-5243
Or they can be sent via Fed Ex to:
SCAN Enrollment, Reconciliation and Premium Billing Department
12898 Towne Center Dr
Cerritos, CA 90703-8546

Electronic Scope of Appointment

Health Navigators Program

Special Supplemental Benefits For The Chronically Ill (SSBCI) Resources

Health Risk Assessment (HRA) Program

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Enrollment Process and Documentation Requirements

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Health Risk Assessment (HRA) Program

Enrollment Process and Documentation Requirements