Role guide · Corporates
Manage your healthcare plan with clarity.
HR & benefits leaders — a live view of how the plan you pay for is being used, with privacy by default.
The corporate portal dashboard — premium, utilisation and top providers
Screenshot — coming soon
What the corporate portal gives you
| Dashboard | Premium spent, claims paid, top providers, enrollee utilisation. |
|---|---|
| Enrollees | Employees + dependants, plan tier per person, status. |
| Plans | The 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. |
Onboarding your company
- Your HMO invites you to your tenant — accept the invite to land in your portal.
- Open Enrollees → Bulk import and upload your employee + dependants CSV. Each enrollee gets a Vetra Member ID.
- Confirm the plan tier assigned to each enrollee. Different tiers (e.g. Bronze, Silver, Gold) carry different benefit limits and copays.
- Invite your HR + Finance leads under Roles & Users.
The enrollee lifecycle
| Add enrollee | Member ID issued, enrollee invited to the enrollee portal. |
|---|---|
| Add dependant | Linked to the principal, inherits or gets its own plan tier. |
| Move to a different plan | Effective from the next billing month. |
| Suspend / terminate | Eligibility check returns "not covered" from the effective date. |
Reading utilisation
The Utilisation module answers:
- Which employees are heavy users (and what for)?
- Which providers are taking the bulk of the spend?
- What's the loss ratio for the plan period vs the premium paid?
- Which diagnoses are trending — useful for wellness programmes.
Use Reports to export the data your CFO, broker or HR Director wants for the renewal conversation.
Roles inside your company
- HR Admin — full access (add/remove enrollees, view everything).
- Benefits Lead — view utilisation and reports, no edit on enrollees.
- Finance — invoices, premium and settlement data.
- Read-only — dashboards only.
What you cannot do
By design, corporates cannot:
- See an individual claim's clinical detail (only aggregated utilisation).
- Adjudicate, query or reject a claim — that's the HMO's job.
- Reach the enrollee's personal health data — privacy by default.
Security & privacy
- Tenant isolation — your data is scoped to your company.
- TLS 1.2+ in transit, AES-256 at rest.
- All sensitive actions are audit-logged and exportable.
- The corporate portal is read-mostly by design — clinical data stays separate from HR.
Watch the HR walkthrough
Corporate portal walkthrough
Onboard enrollees, read utilisation, prepare for renewal.
Walkthrough — coming soon