Enrollment Management

This course is relevant for any customers using Enrollment Management through Release 8.5 For Enrollment specialist, Enrollment EDI team members, Enrollment manager, Remittance Specialist

Live Virtual, $800/per-person
Interactive virtual sessions, multiple dates
Duration: 8 hours, 4 hours per day, over two days.


Onsite or virtual for customer groups
Training at your location
Duration: 1 day



*Training Services Agreement

About the course

Enrollment Management training will teach you how to research and review enrollments and enrollment updates from health insurance exchanges and how to manage the eligibility information. Expert instructors will teach you how to use various features of the tool when compliance validations on enrollment files are received, review errors with transmissions and determine the appropriate process workflow.

Course Details

In this course you will learn and practice the following skills:

  • Search for transmissions with compliance validation errors.
  • Determine the appropriate process workflow based on the transmissions Activity States and Dispositions.
  • Manage enrollment records between internal systems, state and federal exchanges


  • Provides transactional visibility.
  • Provides visibility and error worklists for enrollment team members to resolve discrepancies.
  • Provides post-adjudicated member claims reporting for reimbursement of APTC/CSR payments.
  • Provides access to research and review enrollment member details.

What you’ll get

  • A lab to take with you to help you as a reference guide

Course Topics

  • Enrollment Management Introduction.
  • Navigation of Enrollment Management Interface.
  • Terminology review.
  • Research transaction errors.
  • Hands on labs