1. WAPlanfinder Home Appears when documents are requested
Upload Documents
Appears when documents are requested
Badge icon (#) indicates number of documents requested
View Messages
Link to view account messages
Badge icon (#) indicates number of unread messages
Application Enrollment with ID#
Ability to view household names and enrollment detail (for submitted applications)
Link to View Details
Arrow will allow customer to choose which application to view details on (if there are multiple applications)
Trainer Talking Points:
Customers have the opportunity to upload documents, view account messages or view their household enrollment details when they first open their Mobile Application
To upload documents requested customer clicks Upload Documents – this will only display if a customer has documentation requested on their application. This means they have likely been determined conditionally eligible and need to provide documentation to prove their conditional eligibility within 95 days. If documentation is not received within 95 days, customers may be termed.
- Termination of coverage is limited to: not providing proof of SSN, citizenship, lawful presence and Medicare and Incarceration
- The following result in a loss of APTC: not providing proof of income, no other insurance (Medicare, Peace Corps, Veterans Insurance & Tricare)
- Failure to provide proof of American Indian/Alaska Native documentation may result in loss of cost sharing reductions and ability to report a SEP once a month to change their plan
To view messages customer clicks View Messages
To view enrollment details customer clicks View Details under customer names
- In the Mobile App the user will not see any Coverage or Plan info though until they have submitted an app
11/10/2018

2. WAPlanfinder Menu Upload documents FAQ’s Contact us App tutorial
Document Center
Upload documents
Find In-Person Help
Search for brokers/navigators
Help Center
FAQ’s
Contact us
App tutorial
My Profile
Notification preferences
Change password
Update security questions
Update address
Trainer Talking Points:
Any changes made to account settings through the Mobile Application will save to the customers account through the Web Application accessed at
The Application menu is available to individuals who have not logged in – this would display FAQ’s, Contact Us and Application Tutorial
When customers click the top left menu customers they will see a drop down of application options:
- Home will take customers back to the home screen
- Document Center will take the customer to the document center
- Help Center will take the customer to FAQ’s, Contact info and App Tutorial
- My Profile will take the customer to update their notification preferences or change password
11/10/2018

3. WAPlanfinder Document Center (cont.)
Field level help
Trainer Talking Points:
When in the document center you can click the ? (question) to see a pop-out of what is considered acceptable documentation
To upload the customer clicks Upload
If a customer needs to upload documentation that is not being requested they can click Upload a different document
To see a list of submitted documentation click Submitted
11/10/2018

4. WAPlanfinder Document Center (cont.)
You may see the following statuses:
No documents submitted
Will be displayed if no documents are submitted
Pending Review
Will be displayed if there are documents pending review
Invalid Documents
Reason for invalid document will display
Reviewed Documents
Documents that have been reviewed
Trainer Talking Points:
When in the Submitted Document option you will see any pending/invalid or reviewed documents
Invalid Documents – Documents that were not valid to provide proof of whatever is being asked
Pending Review – Documents that have been uploaded and are pending Exchange review
Reviewed Documents – Documents that have bene reviewed and approved as acceptable to prove conditional eligibility
11/10/2018

5. WAPlanfinder Upload Document
Tips for taking a photo
Take a Photo
Goes to active camera
Pick from Gallery
Goes to phone camera roll
Option to select 1 photo at a time to upload
Trainer Talking Points:
When uploading documents customers will see the option to Take a Photo with their phones native camera functionality and Pick from Gallery to select a photo already taken in their phones gallery
Customers will see photo taking tips and have the option to go back (< white back arrow)
Customers will upload one photo at a time for whatever documentation is being requested – if a customer uploads multiple pages it will collate and upload as one PDF
11/10/2018

6. WAPlanfinder Upload Document (cont.)
Take a photo use your devices photo button
Customer cannot select documents to upload – only photos
Customer will be prompted to:
Submit or Retake photo
Once Submit is clicked customer will be prompted to confirm they want to submit Yes or No
Trainer Talking Points:
11/10/2018

7. WAPlanfinder Upload Document (cont.)
Once submit is clicked this page will display
Click Yes, add another page or No, I’m done to complete upload
Uploading another page will allow the customer to upload another page and will collate any uploaded documents when a customer clicks Submit Another Page
11/10/2018

8. WAPlanfinder Document Submitted
Once a customer submits their document they will see a confirmation screen
They will see the option to:
Submit Another Page
Upload Another Page or
View Submitted Documents
Trainer Talking Points:
11/10/2018