General
Guides and SOPs for uploading statements, Retrieve, payroll, If/Then rules and carrier-specific downloads. 48 articles.
Showing 5 of 48 articles
Retrieve & 2FA
5 articlesHow to change your Medico/Wellabe 2FA Phone Number
Call Medico to change the number on file.
1 min readUpdated Video walkthrough
How to change your Wellcare 2FA email for Retrieve
Update the MFA email through Wellcare live chat.
1 min readUpdated
UnitedHealthcare 2FA SMS Setup Guide - UHC 2FA
Route UHC Jarvis codes to your ComTrack phone number.
1 min readUpdated Video walkthrough
Fixing “2FA Not Received” in Retrieve
Reconnect your email or switch to your ComTrack address.
1 min readUpdated
Retrieve: Automatic Statement Retrieval
Set up credentials, 2FA and schedules for automatic downloads.
4 min readUpdated Video walkthrough
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