ON OR BEFORE
12/22/2023
12/22/2023
12/22/2023
12/22/2023
12/22/2023
12/22/2023
12/22/2023
01/06/2024
01/13/2024
01/27/2024
01/27/2024
01/27/2024
03/04/2024
03/31/2024
PROGRESS
Engagement
Onboarding
Onboarding
Onboarding
Step 1
Step 2
Step 2
Step 3
Step 4
Step 4
Step 4
Step 5
Step 6
Step 6
RESPONSIBLE
Customer
Customer
Account Manager
Customer
Customer
Account Manager
Customer
Customer
Both of Us
Customer
Customer
Customer
Customer
Account Manager
ACTION
Purchase a Reporting Package
Account Activation – See Your Email
Schedule Discovery Session Call
Attend Onboarding Call – Review Data Template
Execute Service Agreement & BAA*
Populate Company Data from Onboarding Call
Request Medical Enrollment Census from Carrier**
Upload Data Template to Secure Online Account
Review 1094/1095 Forms
Approve 1094/1095 Forms
Approve/Decline Print & Mail Service
Approve/Decline State Reporting Service
Approve E-file to IRS
E-file to IRS for Customer