How do I access LEAN?
LEAN is the one stop shop for agents to effeciently enroll members into UnitedHealthcare Medicare Plans, but we realize you might have some questions. Learn more here on some of our hot topics.
How do I access LEAN?
How do I log into LEAN?
Log into LEAN using the same One Healthcare ID credentials you use to log into Jarvis
What kind of mobile device should I use?
LEAN is specifically designed for use on tablets and is tested on iPads® and Samsung Galaxy® Android tablets.
Can I use LEAN mobile app on my smartphone?
Yes. However, the LEAN mobile app was not tested or recommended for use on smartphones.
Can I use a mobile hotspot with LEAN?
Yes. Mobile hotspots can be used with LEAN, but slow connections can cause potential data interruptions and poor experience. It is recommended to use LEAN either on a stable Wi-Fi connection or entirely offline.
Can I use LEAN offline on my laptop?
No. LEAN is currently not available for use offline on desktop or laptop computers.
How do I use LEAN offline?
If you have an internet connection and want to force your mobile device offline, you can do one of two ways:
If you do not have a cellular connection, you can disable Wi-Fi and you will go offline.
If you have a cellular connection as well as Wi-Fi, you can go into Airplane Mode to disable both Wi-Fi and the cellular connection.
When you are offline, you will see a red offline bar at the bottom of each screen.
If you are logged into the LEAN mobile app, LEAN will automatically continue working if you lose your connection.
How do I submit offline applications?
Once an application is submitted while offline, it will have a Pending Upload status. These applications will upload automatically if you are logged into LEAN when you reconnect to Wi-Fi. If this does not occur, use Refresh List to manually attempt the upload.
Can I start an application on one device and finish on another?
Yes. You can begin an application on one device, save it, and then finish it logged into another device. This also includes being able to begin an application on the website and finish it on the mobile app, or vice versa.
Can I search for providers while filling out the application?
Yes. If you are online, the primary care provider page has a link to Rally. You cannot search for providers if you are offline.
Are the chronic verification forms part of LEAN?
Yes. If you enroll a member in a Chronic Special Needs Plan, the required chronic questionnaire will appear below the normal questionnaire.
Are signatures required when using LEAN?
Yes. LEAN will not allow you to complete an application without signatures.
LEAN offers a touch-compatible signature option (you can also use your mouse) and a remote signature option facilitated by Adobe Sign.
How long will my applications be stored in LEAN?
Applications are stored in LEAN for 10 years per CMS regulations and guidelines.
Do I still need to fax/e-mail the Scope of Appointment (SOA) when using LEAN?
No. The Scope of Appointment should be done in LEAN. A Scope of Appointment form is required when conducting an in-person or telephonic one-on-one marketing appointment even if the consumer does not enroll. An SOA is not required when you meet with a consumer during a formal or informal marketing/sales event.
Does LEAN take Medicare Supplement applications?
Yes. While online, use the teal buttons on the LEAN Home Page to access various functions of the Medicare Supplement electronic enrollment process.
Where can I find training?
Training is available in Learning Lab > Content Library > LEAN.
You can also see the LEAN page in Jarvis for information on the LEAN training site and how to access it.