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SBC Tool Guide

1. Access the Standard Plan SBC Tool at:
   https://dat.rrd.com/secure/login
• Alternatively, this link can also be found in Blue Access for EmployersSM (BAE) or Blue Access for Producers^SM (BAP).
• For BAE, click the Account Summary link on the left to expand. Afterward, select Health Plans, click Display, and select the View Standard Plan SBC Tool link.
  
  *Please note that this will still require logging in to the Tool.
• For BAP, click Products & Forms on the left, click on the Summary of Benefits and Coverage link on the right, and then select the View Standard Plan SBC Tool link.
  *Please note that this will still require logging in to the Tool.


2. Log in to the Standard Plan SBC Tool with the following credentials:
• Customer Name       HCSC
• Username                HCSCGeneric
• Password                 SBCd0c#gen1

3. Upon log in, select Group SBCs

4. Follow these steps to find and customize a SBC:
• Select the appropriate:
• Plan Year & Corporate Entity (both fields are required)

1. Click the Search button to display ALL SBCs.

• To narrow search results, before you hit Search you can enter values in Plan Name (use uppercase) and Language fields.
• An example of how you would type a plan name is P500PPO
• Select a SBC by clicking on its Product Type and click the Next Step button (below the Product Type column).
• Enter Coverage Effective Date & Coverage Ending Date using the following formats:
  
  • English: MM/DD/ Y Y Y Y
  • Spanish: DD/MM/ Y Y Y Y
  
  
• Click Coverage For and select appropriate value.
• Click Generate Summary.
• Proof your SBC.

• If changes are required, click Edit. You will return to Customize SBC screen.
• If changes are not required, click Generate Final Copy.

• For the final SBC, there are two options for distribution:

• For a single recipient, the customized SBC can be emailed from the system. If applicable, remember to change the default email to the intended recipient’s email and click Send.
• For multiple recipients, the customized SBC should be saved to your hard drive and then emailed.

• To send the SBC to another recipient, clear the field and enter a new address and click Send.

5. To customize a different SBC, click Return to Results.
6. When completed, log out by clicking the red X at the top of the browser window.

Reminder – always create a new customized SBC for each request to ensure the most up-to-date material is being distributed.

Note: If the group health plan makes a plan change, an updated SBC can be retrieved using the same process.

Technical Assistance:
If you need assistance while using the SBC Tool, please call (855) 756 - 4448.

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