Manage My Workbench, views, notifications and tasks

Learn about these common ClientManager^SM tasks: 

• Navigation
• Use Search
• Manage tasks and notifications
• Change your My Workbench view
• Edit/update group information

Navigation

• Never use your browser's "back" button. This will trigger "unidentified errors."
• Ways to navigate ClientManager:
  • Top navigation menu - Gives you easy access to My Workbench and other common activities
  • Section tabs - Each section of ClientManager is divided into tabs. Click on a tab to go to a specific area. Example: Case Details has tabs for Summary (group information), Quotes, Applications, etc.
  • "<< Go to" links - These green links can be found on the top right portion of pages within ClientManager and let you go back to previous pages or sections.

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Use Search

1. In My Workbench, click the Search tab.
   OR
   In the top navigation bar, hover over Small Group and click Search for Groups.
2. Enter your search criteria and click Search.

Save a search

Saved searches let you create custom views for your unique business needs. Examples: Search by effective date easily shows a list of all groups with the same effective date. Or agent administrators can create a saved search based on the names of the agents they support.

1. Complete a search.
2. On the Search Results page, click Save as New and name your saved search.
3. See your saved search under "Saved Searches."

Using saved searches

1. On My Workbench, click the Search tab.
2. Click the name of your search under "Saved Searches"
3. See all results that match those results. All new groups you add will be included if they meet search criteria.

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Manage tasks and notifications

Tasks and notifications are optional tools that support your business in ClientManager. You'll see tasks and notifications from My Workbench or in a group's Case Details. You won't get an email notification if someone adds or replies to a task or note – we don't want to clog your inbox with these messages.

Tasks allow you to manage your groups and provide a history of your actions related to a specific group.

Notifications let you communicate with your group, Priority Health or your agent/agent administrators. Once you create one, you can't edit it. There are 3 types of notifications:

• Group notes - About the group and shared among agents, agent administrators and Priority Health
• Quote notes - About specific quotes and shared among agents, agent administrators and Priority Health
• Application notes - About forms within the application packet and shared among agents, agent administrators, group administrators and Priority Health

Notifications are meant to support your group only and not to replace other communication with Priority Health (such as phone calls and secure email).

Create a task

1. Find your group using "Search" or looking in a view under "All Views."
2. Select the group you want to create the task for and click Create Task.
3. On the Create Task page, enter task details and click Create Task.

Update a task

1. Find your task under the “All Views” tab on My Workbench.
2. Click the Due Date for the task.
3. On the Update Task page, make your revisions and click Save.

Create a notification

1. Start a notification in 3 ways:
   • For Group Notes: Click Add Group Notes on any Case Details page.
   • For Quote Notes: Click Add Quote Notes on the Quote Details page.
   • For Application Notes: Click Add Application Notes on any page in the Application Manager page.
2. Enter note details and attach any files in the Add Notes window
3. Click Save.

Delete a notification

1. Find the notification under "My Notifications" on the All Views tab.
2. Select the notification you'd like to delete
3. Click Remove.

Note: Deleting a notification from "All Views" does not permanently delete it. You can still find it attached to the group's record under Case Details - Notes. 

Mark a notification as read

1. Find your notification under "My Notifications."
2. Select the notification
3. Click Mark as Read.

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Change your My Workbench view

1. On My Workbench, hover over "Admin" and click My Preferences.
2. Click Edit.
3. In the "Display Order" field, number each item in the order you'd like it to appear. For example, select "1" for Small Group New Business.
4. Click Save.

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Edit/update group information

1. Find your group in My Workbench using Search or looking under "All Views."
2. Click on the Group Name.
3. On the Case Details – Summary page, click Edit.
4. On Edit Group page, make your revisions.
5. Click Save.

Note: You can't delete a group from ClientManager. You'll always be able to find that group and update their information.   

Add agent to a group/update agent information

If you need to add an agent to a group or change agents, follow the steps below. Note: A group's new agent can only see the group's historical information if you update the agent information here. A new agent who creates the group from scratch (as in a new group record) can't see the group's existing information. 

1. Follow steps to edit your group.
2. Click Add Agent.
3. Enter your search criteria on the Agent Search page.
4. Click Search.
5. Select the agent you'd like to add.
6. Click Continue.