United Healthcare Certification Details

Transcription

1 United Healthcare Certification Details Yes No No Yes No Online Certification Required? Face to Face Certification Required? AHIP or Gorman Required? AHIP or Gorman Accepted for Some Modules? Reimburses the Cost for AHIP? Notes: United Healthcare has a number of online modules that must be completed. It is extremely important that all modules be completed so that you are authorized to sell all of United Healthcare s Medicare products, including the AARP Medicare Supplement. Notes: There is no face-to-face certification required. Notes: United Healthcare does not require AHIP or Gorman. Notes: The completion of AHIP will allow the agent to bypass several modules that would otherwise be required. UHC does not accept Gorman. Notes: United Healthcare will not reimburse for the cost of AHIP. IMPORTANT PHONE NUMBERS United Healthcare Agent Support Line - Call if you ve forgotten or lost your login to United s website, Agents Certified Before August 22, 2013, can pre-order materials for AEP! Certify Today!

2 2014 Certification User Guide EDC Agents (External Distribution Channel)

3 Table of Contents Technical Requirements Annual Certification Requirements... 3 AHIP Certification Instructions... 5 Logging In... 6 Registered Users... 6 Accessing Modules and Certificates... 6 Medicare Solutions Learning Center... 6 Welcome Page... 6 Navigation Panel... 7 Certification Modules... 7 Elective Modules... 7 Invitation Only Modules... 7 Evaluations... 8 Certificates... 8 Printing... 8 Technical Requirements In order to take any of the certification modules, your computer* needs the following requirements: Internet Explorer version 7.x or 8.x Screen resolution of 1024 x 768 Acrobat reader version 6 or higher Macromedia Flash Player 9 or higher If you have trouble launching a module, contact the Producer Help Desk (PHD): Monday-Friday, 7 a.m. 7 p.m. CST *Modules are not compatible with mobile technology such as smart phones or tablets Page 2 Confidential property of UnitedHealth Group. For Agent use only. Do not distribute, reproduce, edit or delete any portion without the express permission of UnitedHealth Group.

4 2014 Annual Certification Requirements In order to solicit, present or sell any products in the UnitedHealthcare Medicare Solutions portfolio 1, you must be certified, appointed (if required) and licensed in each state where you want to sell. To become certified for the plan year, you must complete all the required prerequisite modules and the individual product module(s) for the product(s) you wish to sell. Prerequisite Modules Product Module(s) A summary of the steps to certify is as follows: 1. All agents must complete, in order, the following prerequisite modules and pass the corresponding assessment with a score of 85% or higher within three attempts: Medicare Basics Ethics and Compliance AARP All agents must complete the product module(s) and pass the corresponding assessment(s) with a score of 85% or higher within three attempts. Available product modules by type are: Medicare Advantage Plans (HMO, POS, PPO) Private Fee-for-Service Plans (PFFS) AARP Medicare Supplement Plans SecureHorizons Medicare Supplement Plans 2 Medicare Prescription Drug Plans Chronic Illness Special Needs Plans (CSNP) Dual Special Needs Plans (DSNP) Institutional Special Needs Plans (ISNP) 3 Senior Care Options 3 Note: If you do not score the minimum 85% in three attempts on a prerequisite module, you are not allowed to sell any UnitedHealthcare Medicare Solutions products for the applicable plan year. 1 May include branded UnitedHealthcare, Care Improvement Plus, Sierra, Physicians Health Choice, Medica HealthCare Plans, or Preferred Care Partners 2 Available only to Internal Sales Representatives (ISR) 3 Available by invitation only AHIP Certification for our EDC Partners American Health Insurance Plan (AHIP) Certification satisfies the requirement for the following UnitedHealthcare Medicare Solutions Certification Modules: Medicare Basics, Medicare Advantage Plans and Medicare Prescription Drug Plans. If you choose to certify via AHIP, you need to complete the 2014 AHIP Certification before any other 2014 Certification modules. Failure to do so will result in AHIP score rejection. See page 5 for instructions Page 3 Confidential property of UnitedHealth Group. For Agent use only. Do not distribute, reproduce, edit or delete any portion without the express permission of UnitedHealth Group.

5 Step 1: Complete all 3 Prerequisite Modules Medicare Basics Ethics & Compliance AARP 101 An EDC Agent must choose whether to pursue America s Health Insurance Plans (AHIP) Certification before starting the 2014 Medicare Basics Test. If an EDC Agent completes AHIP certification, they will get credit for Medicare Basics, Medicare Advantage Plans and Medicare Prescription Drug Plans (indicated by the dashed border) upon completion of the other two prerequisites modules. Step 2: Complete Product Module(s) I want to sell: Medicare Advantage Plans UnitedHealthcare, AARP, Care Improvement Plus, Medica HealthCare Plans, Physicians Health Choice, Preferred Care Partners and Sierra branded HMO, POS and PPO Plans I must complete this module: Medicare Advantage Plans AARP Medicare Supplement Plans AARP Medicare Supplement Plans Chronic Illness Special Needs Plans UnitedHealthcare and Care Improvement Plus Chronic Illness Special Needs Plans Dual Special Needs Plans UnitedHealthcare and Care Improvement Plus Dual Special Needs Plans Institutional Special Needs Plans UnitedHealthcare Institutional Special Needs Plans (invitation only) AARP PDP Medicare Prescription Drug Plans Medicare Direct UnitedHealthcare PFFS brand only Private Fee-for-Service (PFFS) Plans SecureHorizons Medicare Supplement Plans SecureHorizons Medicare Supplement Plans Senior Care Options UnitedHealthcare Senior Care Options (invitation only) Page 4 Confidential property of UnitedHealth Group. For Agent use only. Do not distribute, reproduce, edit or delete any portion without the express permission of UnitedHealth Group.

6 AHIP Certification Instructions American Health Insurance Plan (AHIP) Certification satisfies the requirement for the following UnitedHealthcare Medicare Solutions Certification Modules: Medicare Basics, Medicare Advantage Plans and Medicare Prescription Drug Plans. If you choose the AHIP option, you will also be required to complete the following pre-requisites: Pledge of Compliance, Ethics and Compliance and AARP 101. UnitedHealthcare will accept your AHIP certification and display any other required modules. As with other requirements, you have three total attempts to pass the assessments at 90%. If you choose to certify via AHIP, you need to complete the 2014 AHIP Certification before any other 2014 Certification modules. Failure to do so will result in AHIP score rejection. To begin 2014 UnitedHealthcare Medicare & Retirement certification using AHIP, complete the following steps: 1. Log into 2. Click Learning Center 3. Click 2014 AHIP (EDC Only) 4. Click Launch course 5. Sign on with your AHIP ID and password OR register if you are a new AHIP user 6. Complete the assigned modules Returning AHIP users will be assigned the recertification modules (2 modules) New AHIP users will be assigned the full certification modules (5 modules) 7. Pass the test in 3 or fewer attempts with a score of 90% or higher 8. At the end of the test, go to the home page - Click Transmit Next, you must complete the following modules and pass the tests that are associated with them: 2014 Ethics and Compliance 2014 AARP 101 Remember: AHIP Certification is voluntary. If you elect to do this, you will receive a $50 discount off of the AHIP certification fee if you first enter the AHIP site by going through the Learning Center. Also, after you begin 2014 Medicare Basics Test you will not be allowed to select AHIP for certification Page 5 Confidential property of UnitedHealth Group. For Agent use only. Do not distribute, reproduce, edit or delete any portion without the express permission of UnitedHealth Group.

7 Logging In Registered Users Go to Enter your username (agent ID) and password Click on GO For log in or other assistance with the Distribution Portal, contact the Producer Help Desk (PHD) at (Monday Friday, 7a.m to 7p.m. CST) Accessing Modules and Certificates Once you are logged into the Distribution Portal, click on the Learning Center button to access your modules and certificates. Medicare Solutions Learning Center Welcome Page The opening page of the Learning Center is the Welcome Screen. This page provides details about the annual certification requirements and modules. Agent Name This page also provides links to other sections of the Medicare Solutions programs. Each section is described below Page 6 Confidential property of UnitedHealth Group. For Agent use only. Do not distribute, reproduce, edit or delete any portion without the express permission of UnitedHealth Group.

8 Navigation Panel The Welcome Page provides several navigation choices. Located on the left side of the screen, you can select: Certifications Electives Modules Invitations-Only Modules Evaluations Certification Modules In the Navigation Panel, click on Certifications to view your modules and certifications by year. Each module has two required items listed: module and test. Review the module and then take the test. Prerequisite modules must be taken first and in order. Product Certification modules should be completed after the prerequisite modules. The module status and completion date are provided on this screen. Once you are certified to sell a product, you will see a gold medallion next to the completion date column. Elective Modules There are additional modules available for your further education. These are not required but are recommended to further your education. While not required they are highly recommended. They are listed in the Elective Modules section. Invitation Only Modules On occasion, you may be required to take a module that is not available to everyone. If you are assigned a specific module, it will be listed in the Invitation Only section and must be completed Page 7 Confidential property of UnitedHealth Group. For Agent use only. Do not distribute, reproduce, edit or delete any portion without the express permission of UnitedHealth Group.

9 Evaluations After you complete a module, an evaluation will appear in the Evaluation section. Please take a few minutes to complete these evaluations so that we may learn and improve from your comments. Certificates Upon successful completion of a module and test, a gold medallion will appear on your development plan indicating you are certified to sell the particular product. Open the certificate as needed by clicking on the medallion. Each certificate includes the module name, agent name and party ID, and date of certification. To print a copy of the module certificate, follow the instructions below. Agent Name xxxxxx Printing To print a copy of your certificate, click on the icon. Note: Screen shots are for illustrative purposes only and are subject to change without notice Page 8 Confidential property of UnitedHealth Group. For Agent use only. Do not distribute, reproduce, edit or delete any portion without the express permission of UnitedHealth Group.

10 Page 1 of 2 6/27/2013 Learning Help The following are commonly asked questions that might help you troubleshoot your problem. If the problem you encounter is not covered below, please use your organization's help desk service. If your organization does not have help-desk support or cannot assist you, use the "Contact Us" link to notify us of your problem. What are the minimum requirements for accessing training? When I try and log on to the Learning Center Home, I'm not seeing the log on button. What do I do? How do I access a course? Why do the course pages take so long to load? I'm getting a message saying that I need to install a Flash Plug-in. Why do I need this and do I need to install it? What are the minimum requirements for accessing training? In order to run the training, you will need at least the following: 1. A PC running Windows 95 or higher 2. Internet Explorer 5.0 or higher 3. If you have an Internet Service Provider (ISP) that uses a browser other than Internet Explorer, you may be able to access courses without a major problem. However, for an optimum experience, Internet Explorer is recommended. To access Internet Explorer if your ISP uses a different browser, you can log onto the Internet as always, minimize the browser screen, and then double-click on the Internet Explorer icon. 4. An internet connection with a 56K modem 5. Your monitor set to 800 x 600 resolution 6. Have the Authorware and Flash Plug-ins installed on your system When I try and log on to the Learning Center Home, I'm not seeing the log on button. What do I do? Make sure you are not trying to access the course using Netscape, another browser or a lower version of Internet Explorer. You should be using at least Internet Explorer 5.0. How do I access a course? All courses available to you are listed under the "Certifications", "Electives", or "Invitation Only" tabs. To access a course follow the steps below: 1. Click on the course title to view a course description. 2. From the course description page, click on "Launch" to launch the course. If a course has more than one module listed, you will need to click on, access and successfully complete each module to get credit for the entire course. Once you have completed a course and passed the assessment(s), the appropriate Gold Medallion will show with the completion date underneath it.

11 Page 2 of 2 6/27/2013 Why do the course pages take so long to load? How quickly a Web page downloads is dependent upon many different factors such as your modem speed, how many other people are accessing the Internet at the same time, the link provided by your Internet service provider and the size of the page you are loading. The key is to be patient. Also make sure that you are using at least a 56K Internet connection. back to top I'm getting a message saying that I need to install a plug-in. Why do I need this and do I need to install it? If you are the first person taking a training course you might get a message saying that you need to install a plug-in. A plug-in is a special piece of software that is added to your browser so that it can automatically run a Web page that has more functionality than what comes with your browser. Your training courses are more interactive and smarter than simple Web pages. This is because the courses are created using a program called Authorware and Flash. Thus, the Authorware and Flash plug-ins give you the full functionality for the course in a Web page. If you are prompted to download a plug-in, you will be given exact instructions on how to do this. Follow the procedures. The good news is that once the plug-in is successfully installed, you will not have to do it again.

12 Page 1 of 3 6/27/2013 How to Learn On-Line If this is the first web-based training or e-learning course you ve taken, you may have questions or want to know a little more about how web-based training works. Let us help you understand why web-based training is a good idea and give you tips on how to learn online. Why Web-based Training? How Do I Use the System? Tips on Becoming an E-learning Pro Why Web-based Training? Obviously there were some good reasons why web-based training was selected as the training method for your courses. They are: 1. Availability Unlike classroom training or one-on-one training, with web-based training, you don t have to wait for someone else to train you. The training is on the Internet waiting for you to access it whenever you need it. 2. Self-paced Most people have been in a classroom situation where the pace was either too slow or too fast. With web-based training, you get to determine the pace. Keep in mind, a selfpaced course does not mean that you will have all the time in the world to finish. Work with your manager, set reasonable deadlines for completion so you can begin putting what you've learned into practice as soon as possible. 3. Learning Styles Not everyone learns in the same way. For example, some people learn best by reading, and others learn by seeing pictures. Since web-based training is interactive and contains multimedia, it takes into account that people learn in different ways so you can learn the way that you learn best. 4. More Involvement With web-based training you are more in control of your learning. It requires more from you than just listening to a teacher. You will interact with the material in a way that you wouldn't be able to do in a classroom or even in one-on-one training. 5. Test Your Skills/Understanding You also have the chance to see if you understand the material before you actually have to use it in your job. Each course contains quizzes called pit stops or engine checks to test your understanding while you are learning. You will get immediate feedback that lets you know why your answers were or were not right. 6. Reference Sometimes there is a lag time between when you learned something and when you need to use it. With web-based training, information is just a few clicks away. At any time, you can access just the information that you want and then go back to work. Hopefully, you are beginning to see why web-based training is going to help you to do your job better. How Do I Use the System?

13 Page 2 of 3 6/27/2013 Accessing and Taking a Course All courses available to you are listed under the "Certifications", "Electives", or "Invitation Only" tabs. To access a course follow the steps below: 1. Click on the course title to view a course description. 2. From the course description page, click on "Launch" to launch the course. If a course has more than one module listed, you will need to click on, access and successfully complete each module to get credit for the entire course. Once you have completed a course and passed the assessment(s), the apppropriate Gold Medallion will show with the completion date underneath it. Course Structure Each course may contain modules and lessons. All courses will have learning activities and a post-test. The post-test makes sure that you have a good basic understanding of the material that is taught in the course. What Courses Should You Take? Talk to your manager to find out what courses you should take. Course Completion You must score at least an 85 percent on each post-test to successfully pass a course. Once all of the necessary post-tests have been passed, the course will be marked complete. As mentioned above, completed sections will move to the Course History area. If you do not pass with at least an 85 percent, you will need to review the problem sections and retake the post-test. Tips on Becoming an E-learning Pro: Just like when you were a student in school, you needed to learn how to study in order to learn. The same is true when you are taking an e-learning course. Here is a list of useful tips in order to make your web-based training more effective. Scheduling Training Time Scheduling training time lets you know when you will be training. It doesn t have to be the same time each day, but it is a good idea to schedule the training when you are mentally alert. To keep distractions at a minimum, you may want to post a sign by the computer to remind your coworkers that you are in training. Only schedule a maximum of 30 to 45 minutes per session. Spending any longer will actually decrease how much you learn. Plus, smaller sessions fit into your work schedule better. Set Goals It s important to set goals. Set completion deadlines with your manager. If your co-workers are competitive set a group goal. Just remember that the main goal is to learn; the competitive goal is just a way to meet the learning goal. Motivation You need to be an active learning participant. You will be responsible for learning what is being presented. If you are having a problem with motivation, talk to your manager or a few co-workers. Design a plan that can help everyone be motivated. Attitude Attitude can play a role in learning and improving your job performance. The more positive your attitude, the more likely you will learn. It s only natural that it might take a little while to get used to

14 Page 3 of 3 6/27/2013 a web-based training course. Don t let your anxiety in trying a new thing get in the way of a positive attitude. Think About What You Are Learning The purpose of your training is so you do a better job. After you have completed a training session, think about how you can apply the new information to your job. Get your managers and co-workers involved by talking with them about what you ve learned. Take Your Time If you are having a problem successfully completing the pit stops and engine checks within the courses, slow down. If you have to, go back and re-read sections. The pit stops and engine checks are in the courses to help you see if you are learning. The only score that counts is the post-test, so don't worry if you don t do well on a pit stop or engine check. Take Notes Just like in any training setting, taking notes is a good idea. Note taking helps to reinforce the material. It also allows you to put in your own words what you are learning. Having notes can help you to remember what you ve learned when you are taking the tests.