ebilling and epayment for Fully Insured Groups This document walks you through the basics of registering for, and using, ebilling and epayment Services. Topics covered are: Setting up Roles in BlueConnection Tools Accessing ebilling and epayment Services Setting up email preferences Using page-specific help Viewing existing billings Making payments Setting up auto payments Viewing payment activity Setting Up Roles in Blue Connection Tools Note: Before you can set up roles, you must be registered for BlueConnection Tools. There is a separate guide to walk you through registration. Your designated security coordinator (DSC) will need to assign a role to permit selected staff members to access Wellmark s ebilling and epayment Services. The Process Once you have access to Blue Connection Tools, your DSC will go to www.wellmark.com and enter his/her UserID and Password to log in.
From the Blue Connection Tools link in the right navigation, your DSC will click Create and Maintain User Profiles. The User Maintenance Menu opens. Assuming you already have users set up for Blue Connection Tools, your DSC will click on Modify User Information and Roles. Your DSC will choose the users to be given access to ebilling and epayment Services from the list of all of your Blue Connection users.
The DSC will assign roles for ebilling and epayment services: Role ebilling View and Pay Allows the User To View information Make payments for the group
Accessing ebilling and epayment Services To access ebilling and epayment Services, go to www.wellmark.com and log into the BlueConnection tools using your User ID and Password. The Employer BlueConnection page appears. Select the ebilling and epayment link. You may briefly see a redirect page.
The ebilling and epayment Services window opens. Setting Up Email Preferences ebilling and epayment Services allow you to set your preferences for email notifications. To start, on the ebilling and epayment Services home page, click the Edit E-mail Notifications link in the left navigation. On the Edit Email Notification Preferences page, there are three required email notifications, and two that you can choose to turn on or off.
If you want to accept the default settings, just click any other link in the left navigation. If you want to make and keep changes, click OK. If you make changes and do not want to keep them, click Cancel. When you click OK, you will see a message that your preferences have been successfully changed.
Using Page-Specific Help Two types of page-specific help are available: The More about link appears on every page of ebilling and epayment Services. Page-specific FAQs appear on select pages More about Every page in ebilling and epayments Services has a More about link in the upper right corner that opens a window with helpful information. Select pages also have an FAQ right on the page. Click on a question, and the answer will appear.
Viewing Existing Billings The most recent billing statements for each group and billing unit appear on the Billing Statements page. If you have more than one billing unit, you can view each one by selecting that billing unit from the drop-down menu. To see prior month s billing statements, click on Prior Billing Statements in the left navigation. For groups with more than one billing unit: when you select All from the Billing Unit drop-down menu, all current statements from all of your billing units will display. To view the details for a specific billing statement, click View for that statement.
The Billing Statements page opens. This is your primary detail of your billing statement. Note the total amount due at the bottom of the Account Summary. To view additional details, click on the available links. The details provided show a listing of members being billed. This can be used for your reconciliation.
At the bottom of the page are print options. You can choose to export the information to a PDF or Excel format for printing. Making Payments This section walks you through: Setting up a bank account for making payments Making payments Changing payments Cancelling payments Setting up a Bank Account for Making Payments To begin, click the Set Up Bank Accounts link in the left navigation.
The Bank Account page opens. This window displays any bank accounts previously set up through ebilling and epayment Services. To set up a new account, click the Add a New Bank Account link. The Add a New Bank Account page opens.
You may choose your account type. The Account Type box defaults to Checking. Use the drop-down arrow to change to Savings. Enter a description of the account in the Description box. This description should be something that helps you identify this account from your other accounts. Example: Primary Accounts Payable. Enter your Routing Transit Number. The graphic at the bottom of the page and the page FAQ help you locate your routing transit number.
Enter your Account Number. The graphic at the bottom of the page and the page FAQ help you locate your account number. When you have entered all the information, click Continue.
The Confirm New Bank Account page opens. Re-enter your Routing Transit Number and Account Number to confirm, and click Continue. You will see a confirmation that you have successfully added a bank account. To change or delete a bank account, use the links for that account.
Deleting an Account If you click the Delete link for a specific bank account, the Delete a Bank Account page for that account opens. You have the option to: Continue, and delete the account Cancel, and return to the Banks Accounts page without deleting the account Changing a Bank Account If you click the Change link for a specific bank account, the Change a Bank Account page for that account opens. This page only allows you to change the description of an account. To change the bank account type, routing transit number, or bank account number, add a new bank account and delete this one.
Making a Payment The simplest way to pay a bill is to check the box in the Select to Pay column for that billing statement, and click Pay. The Make a Payment page opens. This page allows you to change the bank account (if you have more than one set up), and the payment date. When you are finished, click Continue. Note: If you change the payment date to later than the 5 th of the month in which the payment is due, a late fee will be added. The Confirm Payment page opens. From here you can click: Pay to confirm the payment Change to adjust the bank account or payment date Cancel to cancel the payment
When you click Pay, you receive a payment confirmation. You have the option to print the payment confirmation, or return to the payment page. Change Payment On the Confirm Payment page, you also had the option to change a payment by clicking Change.
Cancel a Payment You can also cancel a payment from the Confirm Payment page. When you click Cancel on the Confirm Payment page, the Cancel a Payment window opens. Here you can choose to cancel or keep the payment. When you click Cancel Payment, you will receive a confirmation that the payment is cancelled.
Setting Up Automatic Payments You can set the system up to automatically pay your billing statement upon receipt or on the due date. To start, click on the Set Up Automatic Payments link in the left navigation. The Automatic Payments page opens. If previous automatic payments have been set up, they display here. Click the Set Up Automatic Payments link.
The Set Up Automatic Payments page opens. Note: If you need to set up a new bank account, there is a link provided to the Set Up a Bank Account page. You can set the payment to go on receipt of the bill, or on the due date. You can set the payment amount to always pay the amount due, or to pay up to a maximum amount. If the billing statement exceeds the maximum payment set, no payment will be scheduled and you will receive a notification. When you are finished, click Continue.
You will see a confirmation that you have successfully set up automatic payments. These payments will begin on the next (and any future) statement received. If there are existing statements online that have not been paid, you must pay those separately. Change Automatic Payment If you click the Change link, the Change Automatic Payments page opens. Here you have the same options you had when you originally set up the automatic payments. Any changes you make will apply to future statements posted to ebilling and epayment Services.
Cancel Automatic Payment If you click the Cancel link, the Cancel Automatic Payments page opens. You have option to cancel or keep the automatic payments. Viewing Payment Activity You can view a listing of all payments made by your group by choosing the View Payment Activity link in the left navigation. To start, click the View Payment Activity link in the left navigation.
The Payment Activity page opens. Note: The Change and Cancel links only allow you to edit payments with a scheduled status. Payments with any other status cannot be changed or cancelled. All of your transactions are listed. You can click the column headings to re-sort your data. A red arrow indicates which column is currently being used to sort the data. You can also perform a search for payments made in a specific time period.
If you are not registered for BlueConnection Tools, register today on www.wellmark.com. If you are registered, have your designated security coordinator (DSC) assign an online billing and payment role to selected staff today! Note: If your group also has Flexible Benefits administered by Wellmark, you can also utilize ebilling and epayment Services for your administrative billing statements as well as Flexible Benefits Funding Reports, with very similar features as your health billing statements. Have your DSC follow the registration process to sign up the appropriate Flex roles and login to ebilling and epayment Services to begin viewing and paying online. Please note that the ebilling Flex PHI role will need to be assigned to view the details of the Flexible Benefits Funding report.