Quick Reference:
SETTINGS> EMAIL COLUMNS CALENDAR & OTHER. Scroll down to enable the option, choose the email templates and landing pages. Scroll down and Save.
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Once Activated, in the lead/client file, hit GENERATE ACA FORMS. Select either Consent or Attestation and submit.
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​IMPORTANT:
* ACA Attestations are required annually.
* Consent To Contact do not expire unless revoked, however please click here for more details on the requirements.

Video Walk Through & Screenshots:
This video shows the ACA Consent, but Attestations work the same way.

(Apologies... We had to blur the dummy data, but Youtube didn't like seeing email addresses!)

All AMS level plans now have the Generate ACA Consent option. To enable it, go to SETTINGS> EMAIL COLUMNS CALENDAR & OTHER. Scroll down to enable the option, choose the email templates and landing pages. Scroll down and Save.

**If you don't see the CONSENT TO CONTACT ENGLISH/SPANISH, go to TEMPLATES or DRIPS and hit RESTORE EMAIL TEMPLATES and they'll populate for you**
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We have a default "Success" landing page already for you, but you can customize the landing pages in the English/Spanish Success URL fields.

Next go to Account> My Information and add your NPN number into the new NPN field. It is now a standard field under the Agent ID field.

Once it's set up, simply click to email the form to the lead or client and set the appointment date and language default.

They'll get an email to sign the form (you can customize the email template but we have one for you)

They then click and it generates the form (and they can change from English to Spanish right there at the top!)
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Once they submit, you have the signed form right in their FILES tab.

The consent you receive from a consumer is not limited to a single year and can last indefinitely unless the individual, employer, or employee revokes it.

​Best practice:

It is a best practice to check with the client periodically to ensure they still want to work with you, especially if there's been a long period of no contact.

​When consent is needed again:

You must get new consent if you are a new agent of record for an existing client or if the consumer's situation changes significantly, requiring an update to their application.

Documentation and retention:

CMS requests:

You must be able to provide this documentation to the Centers for Medicare & Medicaid Services (CMS) if they request it in response to a monitoring, audit, or enforcement activity.