Introduction to Plum

A few guides from Plum that will help you navigate your dashboard

Logging in to your Plum dashboard

https://plum-red.trainn.co/share/f2935ea8-5ed5-4fc9-9090-6c47099aeec4
https://plum-red.trainn.co/share/31b740c3-e321-4598-ba78-64121fdfc8be

Adding admins using the Plum Dashboard

https://plum-red.trainn.co/share/8e411df5-4105-4215-9b6c-f51228465c1f

Endorsements: Adding a single employee

https://plum-red.trainn.co/share/f2935ea8-5ed5-4fc9-9090-6c47099aeec4
https://plum-red.trainn.co/share/31b740c3-e321-4598-ba78-64121fdfc8be

Endorsements: Invite employees to add details - Part 1

Endorsements: Invite employees to add details, Part 2

https://plum-red.trainn.co/share/6a5714f9-8ccc-42b5-a38a-323a2a7ddb33

Adding/Editing a dependent using your Plum dashboard

https://plum-red.trainn.co/share/f2935ea8-5ed5-4fc9-9090-6c47099aeec4
https://plum-red.trainn.co/share/31b740c3-e321-4598-ba78-64121fdfc8be

Endorsements: Add employees in BulkEndorsements (Bulk Uploads)

https://plum-red.trainn.co/share/f2935ea8-5ed5-4fc9-9090-6c47099aeec4
https://plum-red.trainn.co/share/31b740c3-e321-4598-ba78-64121fdfc8be

Editing an employee using your Plum dashboard

https://plum-red.trainn.co/share/f2935ea8-5ed5-4fc9-9090-6c47099aeec4
https://plum-red.trainn.co/share/f2935ea8-5ed5-4fc9-9090-6c47099aeec4

Deleting an employee using your Plum dashboard

https://plum-red.trainn.co/share/717eae9a-118b-41db-a26a-ed74e4d8cadd
https://plum-red.trainn.co/share/717eae9a-118b-41db-a26a-ed74e4d8cadd
https://plum-red.trainn.co/share/717eae9a-118b-41db-a26a-ed74e4d8cadd

Managing your CD Balance with Plum

https://plum-red.trainn.co/share/f2935ea8-5ed5-4fc9-9090-6c47099aeec4
https://plum-red.trainn.co/share/31b740c3-e321-4598-ba78-64121fdfc8be

Downloading a pro-forma invoice for CD top-ups

https://plum-red.trainn.co/share/f2935ea8-5ed5-4fc9-9090-6c47099aeec4
https://plum-red.trainn.co/share/31b740c3-e321-4598-ba78-64121fdfc8be

All Claims Dashboard: View all your employee's claims

https://plum-red.trainn.co/share/053503be-0833-4bc8-be0c-bdc09e26cb3d

Help & Support: In-app guided support to raise queries

https://plum-red.trainn.co/share/f2935ea8-5ed5-4fc9-9090-6c47099aeec4
https://plum-red.trainn.co/share/31b740c3-e321-4598-ba78-64121fdfc8be

Adding a new employee

Learn how to add a new employee using the Plum admin dashboard

Adding a dependant to an existing employee

Learn how to add a new dependant to an employee

Adding employees in bulk

Learn how to add employees in bulk

Invite employee to fill details

Learn how to invite an employee to fill their details

Deleting an employee or dependant

Learn how to remove an employee from your policy

Correct erroneous employee details

Learn how to correct erronous employee details

Know your insurance and health benefits

How to make a cashless claim

How to download your health card

How to book a Telehealth appointment

How to make a reimbursement claim

How to check claims status

How to purchase a Super top-up

Know you health benefits

Learn more about your health benefits

Download health card

Learn how to download your health card or a dependants health card

How to claims OPD benefits

Learn how to claim your OPD benefits from your dashboard

What is a super top-up?

Learn what a super top-up is and how you can buy one for you and your family

How to make a cashless claim

Learn how to make cashless claims at network hospitals

How to make reimbursement claims

Learn how to claim reimbursements after a treatment