HR Portal
USER GUIDE
What is the iCare Care HR Portal?
The iCare HR Link Web Portal provides gateway for the agents to
access the Account's information and to easily enroll members by
uploading per batch or per individual member. This application also
allows the agent access to view the unsettled bills, member's
information and to generate reports for monitoring purposes such as
top utilization and diagnostics. This also gives access in viewing the
Policy details, Benefit Plans and the accredited providers of the
enrolled plan.
The Insular HR Link is comprised of six (6) main features containing
different functionalities accessible through the sidebar tabs, namely:
1. Member Enrollment
2. Member Upload
3. Member Amendment
4. Company Profile
5. Unsettled Billings
6. Accredited Providers
These main features are outlined through this user guide by
highlighting its fundamental processes and thoroughly illustrating its
principal features.
I C A R E H R L I N K W E B P O R T A L
OUTLINE
User Account Accessibility
Registration
Forgot Password
Update User Account Information
Dashboard
Member Enrollment
Basic Navigation
Ledger
Create New Member
Update Member Profile
View Member Profile
Terminate the Member
More Options
Member Upload
Basic Navigation
Ledger
Import Members
Import Amendment Profile
Import New Members
Import Renewal Members
Import Amendment of Profile
Import Members for Termination
Member Amendment
Billings
Accredited Providers
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User Account Accessibility
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Member Enrollment
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Member Upload
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Import Members
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NOTES:
A modal window will appear indicating the column sequence, that should be strictly followed so that the system will be
able to read the file and upload successfully.
Below the template are the important guidelines, click “Continue” if file is ready to be uploaded.
The Download File button allows the user to download an Import template in Excel format containing the columns in
the same order as shown in the column sequence above. Input in the corresponding Import file column, the member
type, member class, benefit class and premium class indicated in the emailed instruction to HRs on HR Portal
Registration.
To complete upload, the user should mark the disclaimer checkmark indicating that the above disclaimer is
acknowledged.
I C A R E H R L I N K W E B P O R T A L
I C A R E H R L I N K W E B P O R T A L
NOTES:
A modal window will appear indicating the column sequence, that should be strictly followed so that the system will be
able to read the file and upload successfully
Below the template are the important guidelines, click Continue if file is ready to be uploaded
The user is also allowed to Download FIle in Excel format containing the columns assigned accordingly based on the
reference template
To complete upload, the user should mark the disclaimer checkmark indicating that the above disclaimer is
acknowledged
The Download File button allows the user to download an Import Amendment template in Excel format containing the
columns in the same order as shown in the column sequence above..
I C A R E H R L I N K W E B P O R T A L
Member Amendment
Click the Remove icon........to remove or cancel the changes requested on the member detail and remove it from the Member
Amendment Ledger.
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Accredited Providers
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