UnitedHealthcare Agent Materials Portal Users Guide

Transcription

1 UnitedHealthcare Agent Materials Portal Users Guide Version 4.0 9/30/14 Welcome to the UnitedHealthcare Agent Materials Portal. This guide will help you locate, download and place orders for sales materials. If you have questions that are not answered by this guide please contact the Producer Help Desk (PHD):

2 Table of Contents UnitedHealthcare Materials Portal Logging in... 2 Welcome Screen... 3 The Products Menu... 4 Search Results... 5 Item Details Screen... 6 Shopping Cart... 7 Order Confirmation Screen... 9 Cart Dropdown Menu...10 Address Book...10 Account Dashboard Screen...11 Account Information Screen...12 My Orders Screen...12 Approved Orders and In Process Tabs...13 All Orders Listing...14 Order Details Screen...15 Tracking Your Orders...16 Advanced Search...17 Downloading PDF s

3 UnitedHealthcare Materials Portal Logging in To order or download materials, enter the UnitedHealth Producers Portal using your current writing ID and password and click on the Product Information & Materials Tab. From here you will see a link (shown below) that will directly connect you to the new ordering site. No additional log in or password is needed. If when logging in you see this error, click on the Options drop down and select Trust this host always. 2

4 Welcome Screen This is the welcome screen. This is where you will be taken when you click the link from the UnitedHealth Producers Portal. From here you can do a wide variety of things including: search for and order materials, download PDF s, and check out your account profile. Clicking the Home button or logo will always take you back to this screen. At the bottom you will see the items that you order the most. These can be used as quick links to add these same items back into your shopping cart. There is always a menu in the upper right corner for quick access to sign out, manage your account or view orders. 3

5 The Products Menu This menu gives you quick shortcuts to search for all materials within a plan year and line of business. Note that only plan years that are available in the system will be shown. Clicking the Products button directly will return all products for which you are appointed and certified to sell. You will only be able to view and order items for which you are licensed, appointed (if applicable) and certified. 4

6 Search Results This is the search results screen. Items will be listed here based on the menu item you chose from the Products menu. On the left under the words Shop By are a set of filter settings you can use to further filter your items to the exact item you wish to order. Depending on your search, you will see filter selections for Plan Year, Plan Type, State, County and H-PBP Code as applicable. A brief description of the item is within each box on the right. Clicking the logo within any box will take you to a more detailed description screen. Clicking ADD TO CART will add the item to your shopping cart. 5

7 Item Details Screen This screen shows more details for the item you are ordering. There are two tabs (Description and Additional Information) that you can click on to see all of the descriptive information available. 6

8 Shopping Cart This is your shopping cart. It will list all items that you have placed into your cart but not yet ordered. At the top you will see ordering messages that will tell you if you have exceeded the quantity you are limited to. If you need more than your limit is set to you can still place the order, but know that the order will be put on hold so that it can be reviewed by UnitedHealthcare Management. They will be given the option to either let your order proceed as is, cancel your entire order or modify the quantities ordered. The CONTINUE SHOPPING button will take you back to the welcome screen where you can perform a new search. If you are ready to check out, check the box in the lower left to confirm your understanding that orders cannot be changed once you check out. Then click the PROCEED TO CHECKOUT button, which will take you to the checkout screens. Verify your shipping address or select SHIP TO DIFFERENT ADDRESS if you need to change the shipping address. Click on CONTINUE. 7

9 Shipping is always free, simply click CONTINUE. 8

10 Review your order, if you need to make changes click Edit Your Cart. If your order is correct, click PLACE ORDER. If the quantity selected exceeds your order limit, enter a brief explanation for the over your limit quantities requested in the customer order comment field. Your order will be placed on hold until it is reviewed by an approver. Once your order has been reviewed, you will be notified via of the orders status. Order Confirmation Screen This is the confirmation screen that you will see immediately after clicking the PLACE ORDER button. You will be able to see your order number and are given a link to print a confirmation of the order. You will also receive status s. 9

11 Cart Dropdown Menu In the upper right hand corner is a quick link to your Shopping Cart. This dropdown opens up when you click on the shopping cart button. From here you can see recently added items, delete any of the recently added items, and go straight to the shopping cart or directly to check out. In order to check out you will need to check the confirmation checkbox. Address Book You can get here by clicking the manage addresses link on the account dashboard. This screen allows you to edit any of the existing addresses related to your account or add in new addresses that can be used for future orders. Click the ADD NEW ADDRESS button to add a new address or either of the change address buttons to change existing addresses associated with your account. 10

12 Account Dashboard Screen Clicking on the MY ACCOUNT button will take you to the account dashboard. This will give you an overview of your recent orders, your contact information and shipping addresses on file. From here there are links to view all of your orders, view the details on a single specific order, manage your orders, manage and edit your addresses, and view your account information. 11

13 Account Information Screen This screen shows you your basic account information. This is a view only screen; you are not able to edit these values. You get here by clicking the Account Information button on the left hand side of the My Account screen. If any of the information displayed needs to be changed, please contact the Producer Help Desk (PHD). My Orders Screen This list will show you all of your orders grouped by status. There are links to view the details on each order. If you placed orders that required an approval, they will be listed in the Approved tab, where you will see what you originally ordered and what modifications may have been made to your quantities. 12

14 Approved Orders Tab On this tab you can locate the dispostion of orders that previously had been put on hold. The original order will be displayed, along with the modified order. The modified order will have a -1 added to the order number. You can click on the new order to see the order details. In Process Tab On this tab you can view the status of your in process orders. 13

15 All Orders Listing Click on the View All link on the account dashboard screen. This is a simple listing of all orders with links to see the details on each. Status s include Processing (upon submission), In Production (sent to vendor), Completed (Shipped), Canceled and On Hold (pending review for over quantity limits). Click the View All link on the Account Dashboard (see above) to take you to this screen: 14

16 Order Details Screen Click any of the view order links on the My Accounts order listings. This will give you a brief description of your order and the items ordered. 15

17 Tracking Your Orders Below is an example of where to locate your delivery tracking information. You can find this after clicking track your order in the items ordered section, once you see the status of your order is complete. 16

18 Advanced Search Click the Advanced Search link just below the search box at the top of the screen. This screen allows you to enter in exact criteria for your search. 17

19 Downloading PDF s If a product is available for download you will see a blue Download button. Click this button and the documents will open in a new tab or window in your browser. This will look slightly different depending on the browser you are using. Move your pointer towards the bottom of the page and you should see a popup menu with options for the file. One will be the option to save. Click the save option and a window will open to select the location you would like the file saved to. Be sure not to change the.pdf portion of the file name or you may not be able to open the document that you have saved. See examples on the next two pages using the two most popular browsers. 18

20 As seen when using Chrome: Chrome: Select the save option. 19

21 As seen when using Internet Explorer 10: Internet Explorer: Select the save option. Select the location where you want to save your file and click the save button. 20