MBA Coordinator's System - (Sub-user) 2022

2022 USER GUIDE ECAMIA – (MBA Coordinator System) CARD MRI INSURANCE AGENCY INC 1/1/2022

ECAMIA USER GUIDE (MBA COORDINATOR SYSTEM) HOW TO LOG IN ECAMIA SYSTEM? 1. Open your Web Browser (Google Chrome Only) 2. Type \"https://ecamia.cardmri.com:8081/Ecamia\" on the address bar of your Web Browser (Google Chrome) LOG IN PAGE LOG-IN PAGE 1. Log in to the system with valid credentials. Insurance Product : MBA COORDINATOR Username: [email protected] Password: PasS_123 2. Click “Sign In” Page |1

ECAMIA USER GUIDE (MBA COORDINATOR SYSTEM) DASHBOARD DASHBOARD View the summary of transaction (PENDING, FOR VERIFY, CANCELLED AND ENROLLED) 1. GPA DASHBOARD 2. SAGIP\\CARD Care Dashboard Page |2

ECAMIA USER GUIDE (MBA COORDINATOR SYSTEM) SUB MENU ITEM AND DESCRIPTIONS SYSTEM FUNCTIONS UNDER “ENROLLMENT” MENU 1 2 1. Home – Viewing Dashboard 2. Enrollment – There are Two type of Enrollment. 3 2.1 GPA Enrollment 2.2 SAGIP/CARD Care Enrollment 3. Billing and Payment – Updating of Records 4. Reports – Extract Consolidated Database 5. Parameters – This menu Tab is for Creating User Account and Access Matrix for Users. 6. Extras – This menu Tab is for viewing of Audit Trail and History Logs. 7. About CaMIA– Shortcut link to view our CaMIA Corporate Website 4 5 6 7 Page |3

ECAMIA USER GUIDE (MBA COORDINATOR SYSTEM) ENCODING PROCEDURE FOR ENROLLMENT \"GPA ENROLLMENT\" 2 1 3 3 4 1. Under Enrollment Tab select GPA Enrollment 2. Then click +ADD NEW. And fill out the required information. 3. After Click \"Save\" Button, the form will prompt if the transaction was \"Successfully saved\" or not. 4. Once submitted, the List view Enrollment will show for checking purposes., You can use the \"Search\" field by using surname to verify transactions Page |4

ECAMIA USER GUIDE (MBA COORDINATOR SYSTEM) For Verify Procedure SAGIP|CARD CARE (Enrollment) 1. From “DASHBOARD” click the “For Verify” button to show LIST OF FOR ENROLL TO SAGIP|CARD CARE. Note : Enrollment for SAGIP and CARD Care for MBA Coordinator will automatically pop-up 10 days before the expiration of GPA enrollment. 2 2. After click the “For Verify” button, the list view will show and use the “ENROLL NOW” button to proceed SAGIP & CARD Care by choosing on this button 3. Filled out the required information and click “Save”. 4. After Click \"Save\" Button, the form will prompt if the transaction was \"Successfully saved\" or not. 4 3 Page |5

ECAMIA USER GUIDE (MBA COORDINATOR SYSTEM) For Verify Procedure SAGIP|CARD CARE (Cancellation) 2. From “DASHBOARD” click the “For Verify” button to show the Summary Enrollment for SAGIP|CARD Care. Note : Enrollment for SAGIP and CARD Care for MBA Coordinator will automatically pop-up 10 days before the expiration of GPA enrollment. 5 5. After click the “For Verify” button, 6 the list view will show and use the “ENROLL NOW” button to proceed 7 SAGIP & CARD Care by choosing on this button 6. After Click \"Cancel\" Button, the Cancel Application!!! will Popup. 7. Fill-Up Reason for Cancellation and Click “Cancel” to proceed the Cancellation Process. Page |6

ECAMIA USER GUIDE (MBA COORDINATOR SYSTEM) Procedure “Extracting Consolidated Data” 1. For exctracting of consolidated data, at the \"Menu tab\" click \"Reports tab\" to show the menu and then click \"GPA Consolidated\" or “SAGIP Care Consolidated” Set your Date range and click \"Generate\" button to download the consolidated date. Page |7