LEAN (UnitedHealthcare) 12+

I’ve been using LEAN on my iPad Pro since it’s origination. It has always been an improvement from the get go (compared to other online tools or paper apps) and it has definitely surpassed any other means for submitting enrollment applications, i.e. turn around for acceptance, enrollment status within hours, and faster processing for commissions. I’ve been a 100% LEAN user for 18 plus months without exception. I wouldn’t think of any other way. Now with remote signature (Docu-sign) capabilities there is no reason not to use it. Great and thank you UHC.

I have been using LEAN since it was introduced to our market several years ago. I absolutely love it and feel it is the gold standard for electronic enrollment tools.

I have never had a single problem with the application.

This version is more reliable than previous versions. I haven’t had any issues so far.

However, NC Medicaid requires a SSN for Dual apps and there isn’t a field on the application in LEAN. In the past it hasn’t really been an issue bc PHD looked up the SSN. It seems like apps have been pending longer because they are calling the client to ask for the number.

As soon as the app hits Jarvis I have been calling PHD to give them the SSN to put in the app notes.

If there was a SSN field that would trigger, if you select a NC Dual app, I think it would save time for PHD and the app process. Even if there was an optional SSN field for all of the LEAN apps that would be helpful. Maybe under the question that asks if the prospect has Medicaid, there could be an optional field to enter a SSN beside the Medicaid number field. Not sure which would be easier but I think it is an important change.