Skip Navigation LinksSite Map > Health Plan Representatives > Filing & Reporting > eFile Guide


eFile Guide

1. Go to secure internet address: https:///secure/login/

step1 Screen Capture

  • 1.1  Please select a Health Plan from Drop Down menu.
  • 1.2  Enter Login name and password.
  • 1.3  Click Login button.

step1a Screen Capture

2. Select applicable application: e-Filing.

step2 Screen Capture

3. Select "File Documents" or other links on the left as necessary.


*The Filing Quick View on the right is an informational only synopsis of the Filing Status of every submission created by the Plan. To see a specific filing, select View Filings, and click on the "Details" link next to the eFiling.

The plan may view the status of their submission(s) at any time.

FILING STATUS KEY
Upload in Progress New eFiling initiated and being prepared by Plan. Not yet submitted to DMHC.
Amendment in Progress Amendment to pending eFiling initiated and being prepared by Plan. Not yet submitted to DMHC.
eFile Clerk Review In Progress Not yet accepted by DMHC. The filing has not yet completed QA check by File Clerks.
Filing Accepted and in Review eFiling has been officially accepted by DMHC. Statute timeline has begun. Being reviewed by assigned DMHC staff.
Pending Amendment From Health Plan A comment letter has been issued to the Plan by the reviewing party requesting clarification, revision or correction. Plan response must be filed as an amendment to this particular pending eFiling amendment/material modification/report.
Filing Closed Review of this eFiling is complete. Filing closed. No additional amendments to this eFiling allowed.

step3 Screen Capture

4. Create new eFiling.


4.1 Select Filing Type

  1. If submitting a new/initial eFiling, select "New Filing".
  2. If amending a currently pending eFiling (Amendment, Material Modification, Report/Other, etc.), select "Amendment to Prior Filing".

4.2 Type in brief description

4.3 Select appropriate Filing Type from drop down menu:

  • Amendment filed by a licensee pursuant to section 1352(a)
  • Notice of a proposed Material Modification
  • Original application for a Plan License
  • Quality Improvement Fee Application
  • Report/Other

4.4 Click Create Filing button.

You've now created a unique record/Filing number. Please make any changes to this page as necessary, then click update. You may now continue on to upload your documents.

step3a Screen Capture

5. Select Upload Documents link to begin uploading documents included in your eFiling submission.


step4 Screen Capture

blueArrow  The Upload Document link is formatted to facilitate eFilings that contain several documents, particularly those with several documents of the same Document Type (or Exhibit). It is recommended that the Plan upload the documents included in their eFiling by Document Type (or Exhibit). However you may opt to upload one document at a time if preferred.

5.1   The "Number of Documents" field is to identify how many documents of this particular Document Type will be uploaded at this time. Only 10 documents of a single Document Type may be uploaded at a time. However, this can be done multiple times until all appropriate documents have been attached.
5.2  The "Document Type" field is to identify the specific Exhibit/Document being attached. A default title will identify to the Department each document attached at the next step. This drop-down listing is used in lieu of the barcodes (from the former electronic filing system) and enables the Plan to identify and upload several documents (up to 10) of the same type (example: multiple Exhibits K-1 Provider Contracts or several Exhibits E-1 Summary of Filing) in just a few easy steps at one time. The Document Type selected will identify the specific documents uploaded at that time and determine Public or Confidential status of the document. As with the barcodes, some Document Types are by default "Confidential" and when selected, will secure the attached document as confidential (as indicated by the padlock symbol).

Please see Document Type drop-down list. Specific Document Types are only available when submitting a Report/Other File Type eFiling. For example, when filing the Anti-Fraud Annual Report, one would use Document Type Exhibit J-6. However, if a new filing were created and identified using the File Type "Amendment", when it came time to upload the associated documents, the correct Document Type Exhibit J-6 would not be available. Once the File Type is changed to reflect Report/Other, then the Document Type Exhibit J-6 will appear in the drop down menu.

Please Note: At least one document identified using Document Type "Exhibit E-1 Summary of Filing" MUST be uploaded for any eFiling to be submitted successfully.

step5 Screen Capture

5.3   The Browse fields available will be directly proportionate to the number of Documents you have selected to upload for this particular Document type.

Select the first browse button. This should take you to a search screen allowing you to find the saved file w/in your computer or network.

step6 Screen Capture

5.4  Uploading documents

  1. Once the appropriate document file is located, select and press Open. Click on the next available Browse button to select the next document of this SAME document type to be uploaded. Continue until all Browse fields are filled or when ready to upload the NEXT Document Type/Exhibit.

  2. Select Upload.

step7 Screen Capture

The uploaded document will now be listed at the bottom of the screen. You may opt to delete this document at any time before submitting to the Department if you need to make further revisions to the original, then re-upload and/or choose not to include with this eFiling submission.

**If you cannot complete this eFiling submission in one session, all uploaded documents will remain with this eFiling record until at which time the plan logs back in to upload additional documents and/or complete and submit the eFiling to the Department.

You may now begin again at step 5.1, by selecting the number of documents of the next Document Type/Exhibit to be uploaded at this time.

Repeat steps 1-4 until ALL appropriate documents for this eFiling are uploaded.

6. Select Complete Filing link

Please verify that the Plan information listed is correct.

Please complete all required fields identified with an asterisk (*):

  • Select plan signatory from drop down menu.
  • Type in city and state where electronically executed.
  • Select appropriate checkboxes as applicable to eFiling submission

step8 Screen Capture

FINAL STEP: Select "Complete Filing" button when ready to submit documents to DMHC.



CONGRATULATIONS!

 

 
 
Amber Alert logo