How often should I monitor the Manage tab?

Regular monitoring of the Manage tab is essential once your carrier integrations become active. While there's no one-size-fits-all schedule, establishing a consistent monitoring routine helps ensure carrier messages are addressed promptly.

Recommended Monitoring Frequency

Daily checks during the first month after activation

When a carrier integration first becomes active, check the Manage tab daily. This helps you:

• Catch any initial data discrepancies quickly
• Understand the typical volume of messages from each carrier
• Identify patterns in the types of issues that arise
• Build confidence in the system's operation

Weekly checks for stable integrations

Once integrations have been active for a while and initial discrepancies are resolved, you can typically shift to weekly monitoring for employers with:

• Clean data and few ongoing changes
• Stable workforce with minimal hiring/termination activity
• No recent open enrollment or major life events

More frequent checks during high-activity periods

Increase your monitoring frequency during times when enrollment changes are more common:

• Immediately after open enrollment closes
• During new hire onboarding seasons
• Around common life event periods (January for marriages/divorces, spring for births)
• After you've made bulk updates in BerniePortal

Why Timely Monitoring Matters

Failure messages block enrollment

Critical Failure messages prevent employees from having active coverage. The longer these go unresolved, the longer an employee may be without proper benefits. Daily or every-other-day monitoring helps catch these issues before they impact employees.

Faster resolution, faster sync

The sooner you resolve a message, the sooner the corrected information syncs to the carrier during their next scheduled sync. Quick resolution minimizes the window where data is out of sync between systems.

Prevents escalation

Warning messages that aren't addressed may eventually become more serious issues. Regular monitoring allows you to resolve potential problems before they escalate.

Using Email Notifications as a Complement

Email notifications for unresolved errors provide an additional safety net, but they shouldn't replace regular monitoring:

Notifications send daily when there are unresolved messages, serving as a reminder to check the Manage tab

Proactive monitoring is better than reactive response—checking the tab regularly helps you stay ahead of issues rather than only responding when notified

Combined approach works best: Use regular monitoring as your primary method and email notifications as backup to ensure nothing slips through

Factors That Affect Monitoring Frequency

Consider increasing your monitoring frequency if:

• You manage many active integrations across multiple employers
• Employers have large workforces with frequent changes
• You're experiencing higher-than-normal volumes of carrier messages
• You've recently made system-wide updates or corrections

You may be able to reduce frequency if:

• You have few active integrations
• Employers have small, stable workforces
• Historical message volume has been consistently low
• Data quality is high and discrepancies are rare

Making Monitoring Manageable

Use filtering to focus on what's most important during each check:

• Review all Failure messages first (these are blocking enrollment)
• Then address Warning messages
• Filter by specific employers if you're doing account-specific work

Track patterns to optimize your approach:

• Note which carriers send messages most frequently
• Identify which types of discrepancies are most common
• Recognize which employers need more attention

Assign responsibility if you have a team:

• Designate who checks the Manage tab and when
• Create a rotation schedule if appropriate
• Use the Audit Log to track who's resolving messages

The Bottom Line

At minimum, check the Manage tab at least weekly once integrations are active, with more frequent checks (daily to every other day) recommended during initial activation and high-activity periods. Regular monitoring ensures timely issue resolution, maintains data accuracy, and prevents small problems from becoming larger ones.

Remember that consistent, brief check-ins are more effective than infrequent, lengthy reviews. Building monitoring into your regular routine—like checking every Monday morning or every day after lunch—creates a sustainable habit that protects data integrity and employee coverage.