EDE Permission Revoked Export and Tab
EDE permission revoked refers to a situation where an agent’s authorization to access and manage a client’s enrollment data has been withdrawn or invalidated. Let us break it down:
- What is EDE Permission?
- CMS grants EDE permission to agents during the enrollment process. This permission allows agents to synchronize data with the system.
- Only one agent should have EDE permission for a specific enrollment at any given time.
- Reasons for EDE permission Revocation:
- Imported record without proving EDE permission: Sometimes, an agent imports a client’s record but does not set up EDE permission.
- Another Agent’s Involvement: If another agent interacts with the same enrollment on the HealthSherpa platform or another EDE platform, EDE permission may be lost.
- Risk to Agent of Record (AOR): In cases 2 or 3, losing EDE permission could indicate that the agent’s AOR is at risk.
- Purpose of the Export and Tab:
- HealthSherpa provides an EDE permission revoked export tab to help agents find clients where EDE permission has been revoked.
- The export helps proactively find current plan year enrollments without proper EDE permission.
- How Agents and Agencies use this information:
- The export has columns such as Federal Exchange ID, Client details page URL, and archived status.
- If a federal exchange ID is on the report, agents can click the corresponding client details page URL to re-enable EDE permission.
- Agents verify the client’s data and ensure proper authorization
- Fraud Suspicions:
- If fraud is suspected, agents should take the proper action to investigate and protect their client’s interests. View how to do that here.
Remember, this information helps agents keep correct records and ensures compliance with the enrollment process. For additional information, you can click here.