Benefit Administrators Training

Optima Health is excited to offer multiple training opportunities to equip you to be successful with the new e3 experience.

The new experience has improved reporting tools, increased self-service options, and a better overall web enrollment (e3) experience.

User Guides

e3 Web Enrollment Quick Start
PDF, 1 MBLast Updated: 09/26/2023
PDF, 1 MBLast Updated: 09/26/2023
Group and Member Enrollment Maintenance User Guide - For Benefit Administrators
PDF, 2 MBLast Updated: 08/23/2023
PDF, 2 MBLast Updated: 08/23/2023
Homepage and Dashboard Overview and Navigation
PDF, 168 KBLast Updated: 06/27/2023
PDF, 168 KBLast Updated: 06/27/2023
Group Details Page Overview and Navigation
PDF, 296 KBLast Updated: 06/27/2023
PDF, 296 KBLast Updated: 06/27/2023
Add and Enroll a New Member
PDF, 344 KBLast Updated: 06/27/2023
PDF, 344 KBLast Updated: 06/27/2023
View and Modify Member Information
PDF, 706 KBLast Updated: 06/27/2023
PDF, 706 KBLast Updated: 06/27/2023
Edit Dependent Information
PDF, 169 KBLast Updated: 06/27/2023
PDF, 169 KBLast Updated: 06/27/2023
Update HSA Election and/or Contribution
PDF, 310 KBLast Updated: 06/27/2023
PDF, 310 KBLast Updated: 06/27/2023
Terminate Employee - Benefit Administrator
PDF, 121 KBLast Updated: 07/17/2023
PDF, 121 KBLast Updated: 07/17/2023
Terminate/Remove Dependent’s Coverage
PDF, 349 KBLast Updated: 06/27/2023
PDF, 349 KBLast Updated: 06/27/2023
Benefit Administrator Rehire Employee
PDF, 136 KBLast Updated: 08/09/2023
PDF, 136 KBLast Updated: 08/09/2023
View and Accept Member Changes
PDF, 156 KBLast Updated: 06/27/2023
PDF, 156 KBLast Updated: 06/27/2023
Approve All Transactions
PDF, 119 KBLast Updated: 06/27/2023
PDF, 119 KBLast Updated: 06/27/2023

Member User Guides

Member Enrollment Guide
PDF, 1 MBLast Updated: 06/27/2023
PDF, 1 MBLast Updated: 06/27/2023

Additional Learning Assets

DataPoint Reference Guide: Top 10 Reports and Dashboards
PDF, 227 KBLast Updated: 03/28/2023
PDF, 227 KBLast Updated: 03/28/2023

Videos

Questions About Training? Contact thelearninghub@sentara.com and receive a response within one business day.