Steps to connect with Flexpa
Flexpa allows patients to connect their health plan or healthcare provider records to any application of their choice.
This guide walks you through the process of connecting your health plan or provider with Flexpa.
Seeing a different interface? You may be using an older version of Flexpa — see the legacy steps to connect guide.
#🔔 Requirements before connecting
#Know your health plan or provider name
Make sure you know the name of your health plan or healthcare provider before you start. Your health plan is your insurance company (like Aetna, Humana, or your state Medicaid plan). Your healthcare provider is a hospital, clinic, or doctor's office where you've received care. The easiest way to confirm your health plan name is to check your insurance card.
#Have an online account
Connecting your data requires an existing online account with your health plan or provider portal. This is the account you use to view claims, check your deductible, or access visit summaries.
If you don't have an online account already, please proceed to your health plan's or provider's website to create one before continuing.
#Steps to connect
#1. Welcome
When Flexpa opens, you'll see a welcome screen that explains the connection process. Review the information, then click "Start" to continue.
#2. Provide consent
Next, you'll see Flexpa's consent screen ("Authorize electronic record retrieval"). This explains how Flexpa handles your data: Flexpa will never sell your personal information, you can revoke access at any time, and Flexpa maintains a cached copy of your data to improve reliability. Check the box to agree to the Terms of Service and Privacy Policy, then click "Agree and continue."
You can read more about our privacy policy, security, and terms of service at the links provided.
The consent screen also includes an expandable notice for Medicare and Employer Plan users.
For Medicare users: Flexpa uses the Blue Button 2.0 APIs but is not endorsed or certified by the Centers for Medicare & Medicaid Services or the U.S. Department of Health and Human Services.
For Employer Plan users: If you are the subscriber or a delegate of the subscriber on your plan, all plan members' information will be shared.
Flexpa will ask for your legal first name, legal last name, and date of birth ("Confirm identity for record verification"). This information is used to match you with your health plan and provider records. All fields are required.
#4. Search and select your health plan or provider
After entering your information, you'll see the "Search for your medical records" screen. You can search for a health plan (such as Aetna, Humana, or your state Medicaid plan) or a healthcare provider (such as a hospital or clinic). Use the filter tabs to narrow results to "Health insurances" or "Health providers."
Type in the name of your health plan or provider as it appears on your insurance card or patient portal. The list updates as you type — select your plan or provider from the results, then click "Continue." You can connect to multiple sources in a single session — after connecting to one, you'll have the option to search for more.
#5. Authorize with your health plan or provider
After clicking "Continue," your health plan or provider's login page will open automatically in a new tab. Enter your username and password to sign in. After logging in, you'll be asked to authorize sharing your information with Flexpa — review the permissions and click "Allow" or "Authorize" to proceed.
In the meantime, Flexpa will show a "Connecting..." screen. If the login page didn't open automatically, click "Sign in" to open it manually. If you'd like to go back and choose a different health plan or provider instead, click "Return to search."
Once you've authorized, you'll be automatically redirected back to Flexpa. If you don't have an online account, look for a "Sign Up," "Register," or "Create Account" option on the login page — see the payer walkthroughs below, provider walkthroughs below, or Troubleshooting tips for plan-specific guidance.
#6. Review your connection
After connecting, Flexpa will show the "Confirm sharing from this facility" screen listing each health plan or provider you connected to along with their sync status.
If successful: The facility will show "X records found." Click "Confirm" to proceed, then return to the application or search for additional health plans or providers.
If unsuccessful: The facility will show "Error connecting" with a "Try again" button. You can retry that connection, use the search bar to add a different one, or exit the flow. If you've connected at least one facility successfully, the "Confirm" button will still be active.
After confirming, Flexpa will show an "All set!" screen and redirect you back to the application.
#Exiting early
If you need to exit the flow before completing, clicking the X icon will show an "Exit connection setup?" confirmation screen. Click "Leave setup" to exit without sharing data, or "Continue setup" to go back.
If you're having trouble connecting, check the Troubleshooting tips page or email patient-support@flexpa.com.
#Revoking access
You may revoke access to an application connected through Flexpa any time using Flexpa Connections . Simply connect the health plan you want to revoke access to, and after a successful connection you'll have the ability to revoke access to specific applications that have connected to that health plan.
#Payer log in and registration walkthroughs
See below for log in and/or registration walkthroughs for the most popular health plans. Let us know if you don't see your health plan and we can add it!
#Aetna
Search for "Aetna" following the steps above and provide your consent. A new tab will open and redirect you to Aetna's login page.
Input your username and password in the Aetna portal, shown below.
After logging in, you will be asked to authorize the sharing of information with Flexpa. Once you have completed the authorization flow, you will be automatically redirected back to Flexpa and/or the application you're connecting to.
#Not registered?
Follow the steps below to get registered for the Aetna online member portal.
Note: You must have a health insurance card with a member ID to be able to register for an online account.
Select "Medicare & select Commercial Members" or "Others" from the log in screen and enter your info to register. Alternatively, click here to navigate to the registration form.
Once you've registered, go back to your app (or Flexpa's demo application) and use those new credentials to log in to your health plan.
#AmeriHealth Caritas Family of Companies
All AmeriHealth Caritas Family of Companies plans (state based) follow similar log in flows — AmeriHealth Caritas Florida is used as an example below. Search for your plan following the steps above and provide your consent. A new tab will open and redirect you to AmeriHealth Caritas' login page.
Input your username and password in the AmeriHealth Caritas Florida portal. Be sure you have selected the correct plan from the search results.
After logging in, you will be asked to authorize the sharing of information with Flexpa. Once you have completed the authorization flow, you will be automatically redirected back to Flexpa and/or the application you're connecting to.
#Not registered?
Follow the steps below to get registered for the AmeriHealth Caritas Family of Companies online member portal.
Note: You must have a health insurance card with a member ID to be able to register for an online account.
Click on "Register Now" from one of the log in screens pictured above and enter your info to register. Alternatively, open the dropdown below to navigate to the specific registration form for your plan:
AmeriHealth Caritas Family of Companies Registration Links
Once you've registered, go back to your app (or Flexpa's demo application) and use those new credentials to log in to your health plan.
#Blue Cross Blue Shield of Michigan
Search for "Blue Cross Blue Shield of Michigan" following the steps above and provide your consent. A new tab will open and redirect you to BCBSMI's login page.
Input your username in the Blue Cross Blue Shield of Michigan portal, shown below. You might receive an email to confirm your account.
After logging in, you will be asked to authorize the sharing of information with Flexpa. Once you have completed the authorization flow, you will be automatically redirected back to Flexpa and/or the application you're connecting to.
#Forgot your username?
Follow the steps below to find or reset your username.
Note: You must have a health plan with this insurer to perform this action.
Click on "Forgot your username?" from the log in screen. Enter the required information to confirm your identity and you will see your username in the next window.
With your new username, go back to Flexpa and use it to log in to your health plan.
#CareSource
Search for "CareSource" following the steps above and provide your consent. A new tab will open and redirect you to CareSource's login page. CareSource uses an Okta-based authentication system with a distinctive purple-themed login page.
Enter your CareSource username and password on the login page. If you have trouble signing in, click "Need help signing in?" for password recovery options.
After logging in, you will be asked to authorize the sharing of information with Flexpa. Once you have completed the authorization flow, you will be automatically redirected back to Flexpa and/or the application you're connecting to.
CareSource may require an additional consent step within their own app or member portal before you can authorize third-party access. If your connection fails after logging in successfully, check the CareSource troubleshooting section for more details.
#Not registered?
CareSource uses Okta for account management. You'll need your member ID from your health insurance card to register.
- Click "Sign Up" at the bottom of the CareSource login screen, or go directly to caresource-member.okta.com/signin/register
- Fill in the registration form with your email, password, first name, and last name
- Click "Register" and check your email for a verification link
- After verifying your email, wait at least 24 hours before attempting to connect through Flexpa
Once you've registered and waited 24 hours, go back to your app and use those new credentials to log in to your health plan.
#Centene Corporation
Many health plans owned by the Centene Corporation might appear similar at first so do not be alarmed! Click on the dropdown below to see all plans which will follow the same Centene flow.
Centene-owned health plans
- Absolute Total Care
- Ambetter
- Arizona Complete Health
- Arkansas Total Care
- Ascension Complete
- Buckeye Health Plan
- Buckeye Health Plan – MyCare Ohio
- California Health Plan Imperial Valley
- California Health & Wellness
- Care1st Health Plan Arizona
- Carolina Complete Health
- Centene
- Childrens Medical Services Health Plan
- Coordinated Care of Washington Inc
- Delaware First Health
- Fidelis Care
- Health Net Cal MediConnect Plan
- Health Net Community Solutions (Medi-Cal)
- HealthNet EGWP
- Home State Health Plan
- Iowa Total Care
- Louisiana Healthcare Connections
- Magnolia Health
- Managed Health Services (MHS)
- Meridian
- MeridianComplete (Medicare-Medicaid Plan)
- Meridian Health Plan of Michigan
- Meridian (Medicare-Medicaid Plan)
- MHS Health Wisconsin
- Nebraska Total Care
- New Hampshire Healthy Families
- Oklahoma Complete Health
- PA Health & Wellness
- Peach State Health Plan
- SilverSummit Healthplan
- Sunflower Health Plan
- Sunshine Health
- Superior HealthPlan
- Trillium Community Health Plan
- WellCare Health Plans
- Western Sky Community Care
- YouthCare HealthChoice Illinois
Search for your Centene-owned plan following the steps above and provide your consent. A new tab will open and redirect you to Centene's login page.
Input your email in the Centene Corporation portal, shown below. You will then be asked to input your password or to create a new one.
After logging in, you will be asked to authorize the sharing of information with Flexpa. Once you have completed the authorization flow, you will be automatically redirected back to Flexpa and/or the application you're connecting to.
#Not registered?
Follow the steps below to get registered for the Centene online member portal.
Note: You must have a health insurance card with a member ID to be able to register for an online account.
Click on "Create New Account" from the log in screen and enter your email to register.
Once you've registered, go back to your app (or Flexpa's demo application) and use those new credentials to log in to your health plan.
#Centers for Medicare & Medicaid Services (CMS)
Search for "Medicare" or "Centers for Medicare & Medicaid Services" following the steps above and provide your consent. A new tab will open and redirect you to Medicare.gov's login page.
Medicare.gov supports four different ways to log in. You'll see the following screen with all four options:
- ID.me — Used by federal services like IRS.gov and Social Security. If you already have an ID.me account, you can use it here.
- CLEAR — Log in using your mobile phone number and a selfie for biometric verification.
- Login.gov — Used by the VA, Social Security, and Global Entry. Use your existing Login.gov credentials or create a new account.
- Medicare.gov — Log in directly with your existing Medicare.gov username and password, or create a new account.
Choose whichever method you already have an account with. For more details on each option, visit the Medicare login help page.
After logging in with any of the four methods, you will be asked to authorize the sharing of information with Flexpa. Review the details and click "Connect" to authorize.
Once you have completed the authorization flow, you will be automatically redirected back to Flexpa and/or the application you're connecting to.
#Not registered?
Follow the steps below to get registered for the CMS online member portal.
Note: You must have a health insurance card with a member ID to be able to register for an online account.
Click on "Create Account" from the log in screen and enter your info to register. Alternatively, click here to navigate to the registration form.
Once you've registered, go back to your app (or Flexpa's demo application) and use those new credentials to log in to your health plan.
#Elevance Health (Anthem)
Search for "Elevance Health" or "Anthem" following the steps above and provide your consent. A new tab will open and redirect you to Elevance Health's login page.
Select your plan type and input your username and password in the Elevance Health portal, shown below.
After logging in, you will be asked to authorize the sharing of information with Flexpa. Once you have completed the authorization flow, you will be automatically redirected back to Flexpa and/or the application you're connecting to.
#Not registered?
Follow the steps below to get registered for the Elevance online member portal.
Note: You must have a health insurance card with a member ID to be able to register for an online account.
Click on "Register Now" from the log in screen and enter your info to register. Alternatively, click here to navigate to the registration form.
Once you've registered, go back to your app (or Flexpa's demo application) and use those new credentials to log in to your health plan.
#Florida Blue
Search for "Florida Blue" following the steps above and provide your consent. A new tab will open and redirect you to Florida Blue's login page.
Input your username and password in the Florida Blue portal, shown below.
After logging in, you will be asked to authorize the sharing of information with Flexpa. Once you have completed the authorization flow, you will be automatically redirected back to Flexpa and/or the application you're connecting to.
#Not registered?
Follow the steps below to get registered for the Florida Blue online member portal.
Note: You must have a health insurance card with a member ID to be able to register for an online account.
Click on "Register Now" from the log in screen and enter your info to register. Alternatively, click here to navigate to the registration form.
Once you've registered, go back to your app (or Flexpa's demo application) and use those new credentials to log in to your health plan.
#Healthfirst
Search for "Healthfirst" following the steps above and provide your consent. A new tab will open and redirect you to Healthfirst's login page.
Enter your username and password in the Healthfirst portal. Healthfirst uses 2-factor authentication, so after entering your credentials you'll receive a verification code via email or text that you'll need to enter to proceed. If you're having trouble with verification codes, see the Healthfirst troubleshooting section for help.
After logging in and completing 2FA, authorize the sharing of information with Flexpa. You will then be automatically redirected back to Flexpa and/or the application you're connecting to.
#Horizon Blue Cross Blue Shield of New Jersey
Search for "Horizon Blue Cross Blue Shield of New Jersey" following the steps above and provide your consent. A new tab will open and redirect you to Horizon's login page.
Select which plan type you have — HMO D-SNP, MA, or Medicaid — then input your username and password in the appropriate portal, shown below:
After logging in, you will be asked to authorize the sharing of information with Flexpa. Once you have completed the authorization flow, you will be automatically redirected back to Flexpa and/or the application you're connecting to.
#Not registered?
Follow the steps below to get registered for the Horizon Blue Cross Blue Shield of New Jersey online member portal.
Note: You must have a health insurance card with a member ID to be able to register for an online account.
Click on "Register" on your respective plan's login screen and enter your info to register. The following images show the HMO D-SNP, MA, and Medicaid registration flows, respectively.
Once you've registered, go back to your app (or Flexpa's demo application) and use those new credentials to log in to your health plan.
#Humana
Search for "Humana" following the steps above and provide your consent. A new tab will open and redirect you to Humana's login page.
Input your username and password in the Humana portal, shown below.
After logging in, you will be asked to authorize the sharing of information with Flexpa. Once you have completed the authorization flow, you will be automatically redirected back to Flexpa and/or the application you're connecting to.
#Not registered?
Follow the steps below to get registered for the Humana online member portal.
Note: You must have a health insurance card with a member ID to be able to register for an online account.
Click on "Activate Online Account" from the log in screen and enter your info to register. Alternatively, click here to navigate to the registration form.
Once you've registered, go back to your app (or Flexpa's demo application) and use those new credentials to log in to your health plan.
#Inland Empire Health Plan
Search for "Inland Empire Health Plan" following the steps above and provide your consent. A new tab will open and redirect you to IEHP's login page. IEHP uses SmileCDR as their identity verification partner, so the login page may look different from IEHP's normal member portal.
Enter your username and password. If this is your first time connecting, you may need to create a new account on this portal — your regular IEHP member portal credentials may not work here.
After logging in, authorize the sharing of information with Flexpa. You will then be automatically redirected back to Flexpa and/or the application you're connecting to.
#Kaiser Foundation Health Plan
Search for "Kaiser Foundation Health Plan" following the steps above and provide your consent. A new tab will open and redirect you to Kaiser's login page.
Input your user ID and password in the Kaiser Foundation Health Plan portal, shown below.
After logging in, you will be asked to authorize the sharing of information with Flexpa. Once you have completed the authorization flow, you will be automatically redirected back to Flexpa and/or the application you're connecting to.
#Forgot your username or password?
Follow the steps below to find or reset your username or password.
Note: You must have a health plan with this insurer to perform this action.
Click on "Forgot User ID?" and/or "Forgot Password?" from the log in screen. You will get redirected to enter your info, or user ID to reset your password.
Once you've updated your username and/or password, go back to Flexpa and use those new credentials to log in to your health plan.
#Molina Healthcare
Search for "Molina Healthcare" following the steps above and provide your consent. A new tab will open and redirect you to Molina Healthcare's login page.
Input your username and password in the Molina Healthcare portal, shown below.
After logging in, you will be asked to authorize the sharing of information with Flexpa. Once you have completed the authorization flow, you will be automatically redirected back to Flexpa and/or the application you're connecting to.
#UnitedHealthcare
Search for "UnitedHealthcare" following the steps above and provide your consent. A new tab will open and redirect you to UnitedHealthcare's login page.
Input your username and password in the UnitedHealthcare portal, shown below.
After logging in, you will be asked to authorize the sharing of information with Flexpa. Once you have completed the authorization flow, you will be automatically redirected back to Flexpa and/or the application you're connecting to.
#Forgot your username or password?
Follow the steps below to find or reset your username or password.
Note: You must have a health plan with this insurer to perform this action.
Click on "Forgot Username?" and/or "Forgot Password?" from the log in screen. You will get redirected to enter your email, username, or to reset your password.
Once you've updated your username and/or password, go back to Flexpa and use those new credentials to log in to your health plan.
#UPMC
Search for "UPMC" following the steps above and provide your consent. A new tab will open and redirect you to UPMC's login page.
Input your username and password in the UPMC portal, shown below.
After logging in, you will be asked to authorize the sharing of information with Flexpa. Once you have completed the authorization flow, you will be automatically redirected back to Flexpa and/or the application you're connecting to.
#Not registered?
Follow the steps below to get registered for the UPMC online member portal.
Note: You must have a health insurance card with a member ID to be able to register for an online account.
Go to myUPMC and enter your info to register.
Once you've registered, go back to your app (or Flexpa's demo application) and use those new credentials to log in to your health plan.
#Provider log in and registration walkthroughs
See below for log in and/or registration walkthroughs for major electronic health record (EHR) systems. If you don't see your provider's system listed, let us know and we can add it!
#Epic MyChart
Epic MyChart is used by many hospitals, health systems, and clinics. Your provider may have a custom-branded version of MyChart (for example, "Stanford MyChart" or "Mayo Clinic Patient Online Services") but the login flow is the same.
Search for your provider's name or health system in the Flexpa search screen. After selecting it, a new browser tab will open and take you to their MyChart login page. Enter your MyChart username and password to sign in.
After logging in, MyChart will ask you to authorize sharing your information with Flexpa. Review the permissions and click "Allow" to proceed.
#Not registered?
If you don't have a MyChart account, click "Sign Up Now" on the login page. You may need an activation code from your provider's office, or you can sign up with your name, date of birth, and email address if your provider supports self-registration.
#Oracle Health (Cerner)
Oracle Health (formerly Cerner) powers patient portals for many hospitals and health systems. Your provider may use a branded portal name, but the underlying login flow follows the same pattern.
Search for your provider or health system in the Flexpa search screen. After selecting it, a new tab will open with your provider's patient portal login. Enter your username and password to sign in.
After logging in, you'll be asked to authorize sharing your information with Flexpa. Review the permissions and click "Allow" to proceed.
#Not registered?
Click "Sign Up" or "Register" on your provider's portal login page. You'll typically need your date of birth and a contact method (email or phone) that's on file with your provider.
#eClinicalWorks (healow)
eClinicalWorks patient portals are often branded as "healow." Search for your provider in the Flexpa search screen. After selecting it, a new tab will open with the healow login page. Enter your username and password to sign in.
After logging in, you'll be asked to authorize sharing your information with Flexpa. Review the permissions and click "Allow" to proceed.
#Not registered?
Click "Sign Up" on the healow login page. You'll need an activation code from your provider's office to complete registration.