- Staff
- #1
Hi Scott,
You can now access your clients' 1095-A forms from your HealthSherpa dashboard!
Step 1: Go to your Clients view, search for your client and click on their name.
Step 2: Scroll down to the Application history section and click on 1095-A to download!
Important Note: You need to have Enhanced Direct Enrollment (EDE) enabled in order to access 1095-A's. It only takes a minute to get approved!
You can now access your clients' 1095-A forms from your HealthSherpa dashboard!
Step 1: Go to your Clients view, search for your client and click on their name.
Step 2: Scroll down to the Application history section and click on 1095-A to download!
Important Note: You need to have Enhanced Direct Enrollment (EDE) enabled in order to access 1095-A's. It only takes a minute to get approved!
- Click the Get EDE approved button on the upper-right of your dashboard
- Or click Enable EDE to access docs under the Application history section
