How To -- Review Status of Cases / Implementations in EB

Cases

Go to Everything Benefits > Cases > All Cases

Click on the pencil of the case you want to review or search for the case number. 

You can then review the activity on the case.

 

Change Requests

Go to Everything Benefits > Change Requests > All Change Requests

  • All change requests will be here

Search for the client 

This page you can see what the change request submitted was for and what the note was on the change. 

 

Implemenations

Go to Everything Benefits > Client Configuration > Implementations

  • Shows all clients enrolled in EB

 

This will show you everything about the client

 

You can review all emails on all products and carriers by clicking on the pencil next to the carrier you want to review

 

See EB Support Case Best Practices document, attached.

EB Support Case Best Practices.pdf