New User Guide for ECAMIA - Mobile Responsive MARK System update

2022 USER MANUAL ECAMIA (PHILCARE) CARD MRI INSURANCE AGENCY INC 2/1/2022

ECAMIA USER GUIDE (PHILCARE) 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 : PHILCARE Username: [email protected] Password: PasS_123 2. Click “Sign In” Page |1

ECAMIA USER GUIDE (PHILCARE) Procedure “PhilCare Enrollment” 1. Go to your Web Browser(Google Chrome, Mozilla Firefox, or Internet Explorer) 2. Type \"https://ecamia.cardmri.com:8081/Ecamia/\" on the address bar of your Web Browser(Google Chrome, Mozilla Firefox, or Internet Explorer) Address bar Page |2

ECAMIA USER GUIDE (PHILCARE) Procedure “PhilCare Enrollment” 3. Log In to the \"Allowed\" Institution Account 4. For Adding New Enrollment click the \"ENROLLMENT\" to show the \"ENROLLED\". Page |3

ECAMIA USER GUIDE (PHILCARE) Procedure “PhilCare Enrollment” 5. Click \"NEW ENROLLMENT\" button to encode and Filled out the required Information. Then Click \"Save\" button. 6.After Click \"Save\" Button, the form will prompt if the transaction was \"Successfully saved\" or not. 7. Once submitted, the List view Enrollment will show for checking purposes., You can use the \"Search\" field to verify transactions Page |4

ECAMIA USER GUIDE (PHILCARE) Procedure “PhilCare Cancellation” 1. For Cancellation of Enrollment of staff., Click the \"Action \" button look for \"Cancel\" then click, and type your reason for cancellation inside the red box. Page |5

ECAMIA USER GUIDE (PHILCARE) Procedure “Extracting Consolidated Data” 1. For exctracting of consolidated data, at the \"Menu tab\" click \"Reports tab\" to show the menu and then click \"Consolidated\" Menu Set your Date range and click \"Generate\" button to download the consolidated date. Page |6

2022 USER MANUAL ECAMIA (TRIP) CARD MRI INSURANCE AGENCY INC 2/1/2022

ECAMIA USER GUIDE (TRIP) 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 : TRAVEL INSURANCE PORTAL(Trip) Username: [email protected] Password: PasS_123 2. Click “Sign In” Page |1

ECAMIA USER GUIDE (TRIP) Procedure “TRIP SYSTEM ENROLLMENT” 1. Go to your Web Browser(Google Chrome, Mozilla Firefox, or Internet Explorer) 2. Type \"https://ecamia.cardmri.com:8081/Ecamia/\" on the address bar of your Web Browser(Google Chrome, Mozilla Firefox, or Internet Explorer) Address bar Page |2

ECAMIA USER GUIDE (TRIP) Procedure “TRIP SYSTEM ENROLLMENT” 3. Log In to the \"Allowed\" Institution Account 4. For Adding New Enrollment click the \"ENROLLMENT\" to show the \"TRIP Enrollment\". Page |3

ECAMIA USER GUIDE (TRIP) Procedure “TRIP SYSTEM ENROLLMENT” 5. Click \"+ADD NEW\" button to encode and filled out the required Information. Then Click \"Save\" button. 6. After Click \"Save\" Button, the form will prompt if the transaction was \"Successfully saved\" or not. 7. Once submitted, the List view Enrollment will show for checking purposes., You can use the \"Search\" field to verify transactions Page |4

2022 USER MANUAL ECAMIA CARD MRI INSURANCE AGENCY INC 1/1/2022

ECAMIA USER GUIDE (MIC PROFILE) 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 1. Log in to the system with valid credentials. Insurance Product : MICRO INSURANCE COORDINATOR Username: [email protected] Password: PasS_123 2. Click “Sign In” Page |1

ECAMIA USER GUIDE (MIC PROFILE) DASHBOARD DASHBOARD GPA ENROLLMENT – (Onboarding MIC) (1 month Validity) 1. Enrollment for Today– Summary of Enrollment for the day 2.For Enrolled to CARD Care– List of for Enrolled to CARD Care (1 yr. Validity) 3.Cancelled Enrollment– No of Cancelled Enrollment 4.Enrolled– Total No. of Enrolled Onboarding MIC DASHBOARD MIC ENROLLMENT – (1 year Validity) 1. Enrollment For Today – Summary of Enrollment for the day 2. Enrolled – Total No of MIC Enrolled to CARD Care 3.Cancelled Enrollment – Total No of Cancelled Enrollment Page |2

ECAMIA USER GUIDE (MIC PROFILE) ENCODING PROCEDURE for GPA Enrollment for MIC (On Boarding) 9 8 SUB MENU ITEM 8. Click \"Enrollment\" then select \"GPA ENROLLMENT 9. Click the \"ADD NEW\" button and filled out the required information then click \"SAVE\" 10. After Click \"Save\" Button, the form will prompt if the transaction was \"Successfully saved\" or not. 11. Once submitted, the List view Enrollment will show for checking purposes., You can use the \"Search\" field by using surname to verify transactions 10 11 Page |3

ECAMIA USER GUIDE (MIC PROFILE) ENCODING PROCEDURE for CARD Care Enrollment for MIC (1 year Validity) 12 15. From “DASHBOARD” click the “For Verification” button, the enrollment for CARD Care for MIC will automatically pop-up 10 days before the expiration of GPA enrollment. 12. After click the “For Verification” 13 button, the list view will show and use the “ENROLL NOW” button to proceed CARD Care Enrollment and “Cancel” button for cancellation of Enrollment. 13. Filled out the required information and click “Save”. 14. After Click \"Save\" Button, the form will prompt if the transaction was \"Successfully saved\" or not. Page |4

2022 USER MANUAL ECAMIA (TRIP) CARD MRI INSURANCE AGENCY INC 2/1/2022

ECAMIA USER GUIDE (TRIP) 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 : TRAVEL INSURANCE PORTAL(Trip) Username: [email protected] Password: PasS_123 2. Click “Sign In” Page |1

ECAMIA USER GUIDE (TRIP) Procedure “TRIP SYSTEM ENROLLMENT” 1. Go to your Web Browser(Google Chrome, Mozilla Firefox, or Internet Explorer) 2. Type \"https://ecamia.cardmri.com:8081/Ecamia/\" on the address bar of your Web Browser(Google Chrome, Mozilla Firefox, or Internet Explorer) Address bar 3. Log In to the \"Allowed\" Institution Account Page |2

ECAMIA USER GUIDE (TRIP) 4. For Adding New Enrollment click the \"ENROLLMENT\" and under the enrollment click \"TRIP Enrollment\". 4 5. Click \"+ADD NEW\" button to encode and filled out the required Information. Then Click \"Save\" button. 6. After Click \"Save\" Button, the form will prompt if the transaction was \"Successfully saved\" or not. 6 5 Page |3

7. Once submitted, the List view Enrollment will show for checking ECAMIA USER GUIDE (TRIP) purposes., You can use the \"Search\" field to verify transactions Page |4

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, CANCELLATION AND ENROLLED), 1. GPA Enrollment 2. SAGIP\\CARD Care Enrollment 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 “Close” 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

2022 USER MANUAL ECAMIA (CDIO) CARD MRI INSURANCE AGENCY INC 2/1/2022

ECAMIA USER GUIDE (CDIO) 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 : CAMIA DAILY INSURANCE ONLINE Username: [email protected] Password: PasS_123 2. Click “Sign In” Page |1

ECAMIA USER GUIDE (CDIO) DASHBOARD DASHBOARD View the summary of transaction (PENDING, FOR ENROLL, CANCELLATION AND ENROLLED), 1. GPA INCLUSION TRANSACTIONS – TRAINEE 2. SAGIP CARD Care DAKILA TRANSACTIONS - PROBATIONARY 3. PIONEER LIFE TRANSACTIONS – CONTRACTUAL AND PROMOTION Page |2

ECAMIA USER GUIDE (CDIO) SUB MENU ITEM AND DESCRIPTIONS SYSTEM FUNCTIONS UNDER “ENROLLMENT” MENU 1 2 1. Home – Viewing Dashboard 2. Enrollment – There are four type of Enrollment. 3 4 2.1 GPA Inclusion – for Trainee Enrollment 5 2.2 SAGIP CARD Care DAKILA – For Probationary 6 7 Enrollment 2.3 Pioneer Life – for Contractual and Promotion Enrollment 2.4 Staff Renewal – Uploaded data from 2018 spreadsheet records. 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. CorpWeb – Shortcut link to view our CaMIA Corporate Website Page |3

ECAMIA USER GUIDE (CDIO) ENCODING PROCEDURE FOR \"GPA INCLUSION\" (FOR TRAINEE) 2 1 3 1. Click \"Enrollment\" then select \"GPA ENROLLMENT \" 2. Click the \"ADD NEW\" button and filled out the required information then click \"SAVE\" 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 4 Page |4

ECAMIA USER GUIDE (CDIO) ENCODING PROCEDURE FOR \"SAGIP, CARD CARE, DAKILA PIONEER LIFE ENROLLMENT\" (FOR PROBATIONARY) 2 1 3 1. Under HOME Tab Click “LIFE INSURANCE DASHBOARD” menu. 2. Then Click “FOR VERIFY” to show the list of for Enroll to SAGIP CARD CARE DAKILA from GPA Enrollment(TRAINEE). 3. Under ACTION button, there are four type of process. 3.1 ENROLL NOW – Proceed the Enrollment from GPA (Trainee) to SAGIP CARD CARE (Probee) 3.2 VIEW – Allow user to view the staff information. 3.3 COMMENT – Allow users to add remarks to enrollment. 3.4 HR TAGGING – Allow users to TAG or to transfer the enrollment. 3.5 CANCEL – Allow Users to abort the enrollment from GPA Page |5

ECAMIA USER GUIDE (CDIO) ENCODING PROCEDURE FOR DIRECT ENROLLMENT \"SAGIP, CARD CARE, DAKILA PIONEER LIFE ENROLLMENT\" 2 1 3 4 1. Under Enrollment Tab select SAGIP|CARD CARE Enrollment. 2. Then click NEW ENROLLMENT (For Direct Enrollment Only). 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 |6

ECAMIA USER GUIDE (CDIO) PROCESS FOR CANCELLATION, UPGRADING AND DOWNGRADE ENROLLMENT 1 4 3 1 2 5 3 2 1. COMMENT – Allow user to add remarks. 2. UPGRADE DOWNGRADE –Process for upgrade and downgrade the enrollment status of Staff. 3. CANCEL – Allow user cancel enrollment of staff. 4. VIEW – Allow user to view the information of Staff. 5. UPDATE – Allow user to edit information (ADMIN ONLY) Page |7

ECAMIA USER GUIDE (CDIO) ENCODING PROCEDURE FOR \"PIONEER LIFE ENROLLMENT\" (Contractual and Promotion) 2 1 1. Click \"Enrollment\" then select \"PIONEER LIFE ENROLLMENT \" 3 2. Click the \"ADD NEW\" button and filled out the required information 4 then click \"SAVE\" 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 |8

ECAMIA USER GUIDE (CDIO) EXTRACTING DATABASE 2 2 1 1 FOR EXTRACTING DATABASE 1. Click Reports Tab select Consolidated menu 2. Enter DATE RANGE and select PRODUCT TYPE THEN CLICK GENERATE BUTTON (Note: Date range is based on TIMESTAMP not EFFECTIVE DATE) 3 Page |9

2022 USER MANUAL ECAMIA (CDIO) CARD MRI INSURANCE AGENCY INC 2/1/2022

ECAMIA USER GUIDE (GCLI) Procedure Manual Enrollment Procedure GCLI ) 1. Go to your Web Browser(Google Chrome, Mozilla Firefox, or Internet Explorer) 2 1 2. Type \"https://ecamia.cardmri.com:8081/Ecamia/\" on the address bar of your Web Browser(Google Chrome, Mozilla Firefox, or Internet Explorer) 3 Address bar Page |1

Procedure Manual Enrollment Procedure GCLI ECAMIA USER GUIDE (GCLI) 3. Log In to the \"Allowed\" Institution Account ) 4. For Adding New Enrollment click the \"ENROLLMENT\" to show the \"GCLI ENROLLMENT\". Page |2

ECAMIA USER GUIDE (GCLI) Procedure Manual Enrollment GCLI ) 5. Click \"+Add New\" button to encode and Filled out the required Information. Then Click \"Submit\" button. 6. After Click \"Save\" Button, the form will prompt if the transaction was \"Successfully saved\" or not. 7. Once submitted, the List view Enrollment will show for checking purposes., You can use the \"Search\" field to verify transactions Page |3