Kaiser Small Group Administrative & Wellness Tools

EmployER Tools & Account Management – Log in and/or get tons of information without logging in.


Kaiser Small Employer Administrative Manual
Kaiser Small Employer Administrative Manual


Kaiser  forms page

Kaiser Estimates Tool

Kaiser Estimates Tool

Employer Portal Account Services Tour

Employer Portal Account Services Tour


Do you know we offer an on-line Customer Account Services (CAS) tool?

Our Customer Account Services CAS.KP.ORG website is a powerful tool that will simplify your healthcare administration 24 hours a day, 7 days a week.

  • Enroll/Terminate Employees & Dependents
  • Update Membership Information
  • View Real-Time Membership
  • View Monthly Bill & Six Months of Previous Bills
  • View Real-Time Balances & Pay Your Bill Online
  • And Much More!

We offer a free online orientation with a live specialist so the process is interactive!


For more information or to schedule your free online training:

Please email us at: CSC-SD-SBA-Support@KP.Org or call 1-800-731-4661, option 3.



HIPAA Release Form

2017 Administrative Manual

Employer Portal Video Tour

SBC Summary of Benefits

Renewal FAQ’s

Who to Contact  besides Steve@SteveShorr.com


Q4 checklist

Use this checklist to avoid many of the most common mistakes that lead to processing delays.



California Service Center at csc-sd-sba@kp.org.

California Service Center email best practices.


Online account management

Your time is valuable and our account management tools can help you handle your clients’ health coverage according to your schedule. With online account services, you and your clients can:

  • Access account status
  • Enter enrollments and terminations.
  • Maintain membership information
  • Use online bill pay

Get a preview of online account services and use our online account services user ID request form to request access.

Member Tools


Forms  Page

2018 New Group Application

Check out the Kaiser  forms page.



Helping you sell and renew small groups

To help you sell, renew, and transition clients to small business plans, we’ve added and updated the following resources:

Sales ebook — Use this new tool to help your prospective small business customers understand Kaiser Permanente’s market stability and how the right health plan can make their business stronger.
Underwriting Guidelines — Get updated information on important procedural changes and policies.
Plan comparison charts — Understand cost-sharing differences from 2016 to 2017, including child dental.

2018 Complete Suite™ portfolio now available

Our Complete Suite online quote tool makes it easy to get multiple plan quotes for your large group clients—you’ll be able to provide a menu of coverage levels, price points, and plan options to fit their health care strategy.

2018 large group deductible plan charts

Help your clients easily choose a deductible plan that meets their health care strategy.

Deductible HMO plans
Deductible HMO plans with health reimbursement arrangement (HRA)
Health savings account (HSA) – qualified deductible HMO plans

Help your clients reduce absences caused by the flu

To help your clients avoid preventable absences this fall, encourage them to set up on-site flu clinics. There’s a 6-week lead time to set up a clinic and clinics are available from mid-September to mid-December depending on your clients’ location.

Getting care away from home

With families traveling this summer and students heading off to college in the fall, it’s a great time to remind your clients how their employees can to get care while away from home. Visit kp.org/travel or call 951–268–3900 for more information.

Benefits of Employee Wellness Programs for Small Business

6 Low-Cost Wellness Ideas for Small Businesses

The Difference Between Common Health Plan Types

2015 metal HMO and PPO plans now include specialty drug tier
A specialty drug tier has been added to 2015 metal HMO and PPO plans. Certain outpatient specialty drugs will be subject to a coinsurance payment, which may increase members’ out-of-pocket expenses. Visit kp.org/formulary to see which drugs fall into this tier.

New and updated small business documents

  • The Declination of Coverage form is now available in Spanish and Chinese.
  • Our underwriting guidelines and
  • Summary of Benefits & Coverage 2016
  • our Plan Highlights for more details, and visit our renewal information page for a summary of changes and timing of 2016 renewal packages.
  • Stay on top of health care reform with the Health Care Reform Resource Guide (for brokers and employers), the health care reform section at account.kp.org (for brokers), and the health care reform section at kp.org/choosebetter (for employers).Are your clients looking for ways to improve the health of their employees? Check out our road map to a successful workforce health program
  • administrative handbook have been updated for 2015.


Forms needed for employee verification
Effective January 1, 2015, we began enforcing our documented policy of requiring DE-9C forms to verify employment for established groups. Please inform your clients to avoid processing delays. See our underwriting guidelines for information about possible exceptions.

Related Pages in  Kaiser  Section


4 comments on “Administrative & Wellness Tools & Info

    • See the question below about how to add an employee and note the forms page and administrative manual, page 18.

      Terminating membership

      You’re required to report a termination for anyone who becomes ineligible for coverage.

      To terminate membership coverage, complete the Subscriber Termination and Transfer form. You can submit the changes through online account services or you can fax the completed form to 858-614-3344 (Northern California groups) or 858-614-3345 (Southern California groups), or email the completed form to csc-sd-sba@kp.org.

      When an employee’s coverage is terminated, the entire family account is terminated, including coverage for any dependents. Depending on the reason for termination, the employee and dependents may be eligible for other health coverage, such as:
      • Individual or conversion plans • COBRA continuation coverage • Cal-COBRA continuation coverage
      For information on Kaiser Permanente for Individuals and Families coverage or Kaiser Permanente Conversion plans, click here or visit kp.org.
      For additional information on COBRA, click here

    • See the links above for the Small Group Administrative Manual for instructions to make the change on page 15. See the forms page for the new enrollment form.

      Here’s an excerpt of the instructions. You can also, just email to us and then we can follow through for you.

      How to enroll new hires:

      1. Have each new enrollee complete and sign an Employee Enrollment form. Be sure the form is completed. Missing or inaccurate information will delay enrollment processing. Keep copies of all completed and signed enrollment forms and any other proof of enrollment you receive.

      2. Submit the new enrollee information to Kaiser Permanente: • Through online account services If you don’t receive confirmation of new online enrollment within a few days, call the enrollment department at the Small Business Services, California Service Center 800-790-4661, option 1 or check your online account services account.

      • By fax or mail Fax or mail completed forms.
      For Northern California: Kaiser Foundation Health Plan P.O. Box 23250 San Diego, CA 92193-3250 Fax: 858-614-3344
      For Southern California:

      Kaiser Foundation Health Plan

      P.O. Box 23219

      San Diego, CA 92193-3219

      Fax: 858-614-3345

      Enrollment applications should be submitted 2 to 3 weeks before the effective date to ensure that we’ll have enough time to process the applications and mail the member ID cards.
      To verify receipt of enrollment forms, call 800-790-4661, option 1 72 hours after you send the forms. Most forms are processed within 7 to 10 days of receipt.

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