PSI Health Insurance Enrollment Procedures

1. Download and complete the “PSI Group Purchase Template” spreadsheet
   1. Please be sure to come back to this link when you initiate a new APM case to ensure you are using the most updated version of the Excel file. In other words, do not use a previously downloaded version. Always use the link above to view the latest version of the file.
2. Ensure all fields on the enrollment worksheet are complete for each insured member.
3. Save file and email to [email protected]. (ensure you're sending the correct Excel file to the correct insurer as there is a different file for Medicover)
4. Confirmation email will be sent to your UCSF email within 1-2 business days
5. Department contact access can be provided to see the list of insureds per invoice and a coverage confirmation letter and insurance ID card can be downloaded.
6. Pricing for the coverage period can also be obtained by modeling a quote at: https://www.psiservice.com/ucsf.

1. Login to BearBuy (or access via MyAccess).
2. Create a requisition by going to the “Frequently Used Forms” section, “Non-Catalog” (view screenshot).
3. Enter: (view screenshot)
   • Supplier = “Professional Service Inc”
   • Product Description = Health Insurance
   • Price = As quoted from PSI
   • Commodity Code = “00326 – Insurance/Finance Svcs-50734"
   • Quantity = 1
   • Quantity per Unit of Measure = 1 each
   • If the supplier has access to Protected Health Information (PHI), select HIPAA. Otherwise select NO. = HIPAA
   • Answer/respond to the “Conflict of Interest” statement
   • Price Reasonableness & Source Selection = Not Required
   • At top right screen, where you see “Add and go to Cart”, press “Go"
4. If your access in BearBuy is as a “Requestor” choose ‘Proceed to Checkout” and enter the Procurement Dept Code, Accounting Codes, and Shipping Address. Click the pencil icon next to each section to make edits.
5. If your access in BearBuy is as a “Shopper” you will need to assign your cart to a “Requestor” so the Procurement Dept Code, Accounting Codes, and Shipping Address can be entered on your behalf.
6. After the order is placed in BearBuy, the requisition will route for approval. The approvals workflow is viewable in the right side of the requisition.
7. Once the order is fully approved, the purchase order (PO) will be generated and sent to the supplier immediately.
8. Training for BearBuy is available at: https://supplychain.ucsf.edu/bearbuy-training.

1. PSI Health Insurance has enrolled in Transcepta, the electronic invoicing standard at UCSF.
2. Once coverage is activated, PSI Health Insurance will upload the invoice via the Transcepta site.
3. Transcepta automatically converts invoices into an electronic format that is sent directly to BearBuy. The invoices will create vouchers on BearBuy purchase orders (PO) to be paid.

Yes, the department/unit contact will receive an email within 1-2 business days. Access to the system can also be granted to a Program Administrator so they can see the list of insureds per invoice as well as have ability to download coverage confirmation letters and insurance ID cards. To request access, please email [email protected].

PSI Health Insurance understands there may be delays on the actual arrival of your student. In order for us to issue an evidence of medical coverage confirmation letter the enrollment spreadsheet form should have a start date and end date of coverage. If there is a need to adjust the start date of the insurance the Program Administrator can email [email protected] the name and date of birth of the student who needs coverage start date adjustment. This can easily be done if the coverage start date needs to be adjusted but you are still maintaining the length of coverage without changes to the invoice amount.  

If the invoice has been paid, we can issue a refund check back to UCSF. If it has not been paid, we can make adjustments on the existing invoice. The department contact can just email [email protected] the name and date of birth of the student who ends up not participating in the program.