Getting started in the Mezo HMO portal

Staff of an HMO or other payer invited to their organisation's portal by its portal admin or by Mezo.

1. 1

   Accept your invitation

   Your invitation email names your organisation and your role. Open the link, set a password, and you land in the HMO portal. If the portal says you have no organisation yet, your portal admin has not invited you.

   HMO portal
2. 2

   Each role has one job

   Every role sees the bundles your contract prices, with what each one includes and excludes.

   • Portal admin: sees the contract and invites the team, each person with the role their work needs
   • Case manager: refers members and follows each case from approval to discharge
   • Medical officer: approves, declines or questions each case within the contract's authorisation window
   • Finance: approves, queries or rejects each case's one claim at the contracted rate
3. 3

   Refer a member

   Case managers open Cases, then Refer a member: choose the procedure from your contract, add the enrollee number, the member's name and phone, and a referring note. A bundle opens for referrals once Mezo's surgical team for it is in place.

   Needs you lists every case waiting on your team. Each request carries its own answer box, and every step shows on the case timeline.

4. 4

   Claims

   Each case sends one claim at the contracted price. Finance approves it, sends a query, or rejects it with a reason. Claims shows what is owed and when.