Step 1: Log into the platform through https://login.cloudadvisors.ca/ (read the article "how to log into Cloudadvisors.ca?" article, if needed.)
Step 2: Enter your client name in the "Group" search tab
For example, if the group name is "Dunder Mifflin," type "Dunder" in the tab and search, the group name should show up under the search tab. If not, it means the client group is not on the platform yet, and you need to create one.
--> Read "How to create a New Group?" article if needed.
Step 3: When your client's name shows up under the search bar, click on your client. You will see the name is locked in the Group search bar.
Step 4: Click on "Benefit Plans" --> "Benefits" --> "Dental Care" in the drop-down of the Navigation Bar on the left side.
You will be on this page:
If you didn't see any class listed, it means you haven't created a Dental Care coverage yet.
---> Read "How to enter Dental Care details?" if needed.
Step 5: Click on the Edit button "" on the right for the coverage you want to update.
Step 6: Edit any information you need. If this is your first time editing, please read the article "How to enter Dental Care details?" for entry instructions on specific details.
Step 7: Click "Save Dental Care" to save all the details.
When you see this message pop out (as screenshot below), that means your Dental Care is updated! Click "OK" to continue.
If you have multiple classes you want to edit the Dental Care coverage, please repeat step 5 to 7 to edit the coverage you need.
If you have any questions regarding the instructions above, please email us at firstname.lastname@example.org.