Manage your enrollee population — without seeing their clinical data.
The corporate portal gives HR and benefits leads a live view of how the plan they pay for is being used, with privacy by default.
The corporate dashboard — premium spent, claims paid, top providers, enrollee utilisation
Screenshot — coming soon
The modules
| Dashboard | Premium spent, claims paid, top providers, enrollee utilisation. |
|---|---|
| Enrollees | Employees + dependants, plan tier per person, status. |
| Plans | Plan tiers your HMO has assigned to you and what each covers. |
| Utilisation | Who is using the plan, where and how much. |
| Authorizations & Claims (read) | View PA + claim activity across your population. |
| Reports | Loss ratio, utilisation, top providers, top diagnoses, paid vs reserved. |
| Roles & Users | Invite HR, Finance and benefits leads with scoped access. |
| Settings | Company profile, billing, primary HR contact. |
What you can do
- Bulk-import enrollees and dependants from CSV.
- Switch an enrollee between plan tiers from the next billing month.
- Suspend or terminate an enrollee — eligibility checks return "not covered" from the effective date.
- Pull renewal-ready reports for the board, broker or CFO.
The Utilisation report — top providers, top diagnoses, loss ratio for the period
Screenshot — coming soon
What you cannot do (by design)
The corporate portal is intentionally read-mostly. Clinical data and individual claim decisions stay with the HMO.
- See an individual claim's clinical detail — only aggregated utilisation.
- Adjudicate, query or reject a claim.
- Reach an enrollee's personal health data.
Watch a full walkthrough
Corporate portal — HR walkthrough
Onboard enrollees, pull a utilisation report, prepare for renewal.
Walkthrough — coming soon
Take this with you
The corporate role guide bundles this content into a single downloadable Markdown.
Open the corporate guide