Health Plan Member Onboarding Videos from Plan Documents
Help members finish the next task: portal registration, referrals and authorization, the drug list, and care management. Four document-grounded videos, plus the path to a short portal-activation cut.
The direct answer: Help members do the next useful thing: find their plan information, understand the route, and know whom to contact. Golpo builds those videos from the documents you already maintain. Upload the current guide, let Golpo draft the narration, and approve the script before the video is created. The Evidence of Coverage, the current directory, the current formulary, and written decisions stay in charge of any coverage question.
This guide is for commercial health plans, Medicaid and Medicare organizations, TPAs, and member-experience teams. Four document-grounded videos are below. Each was generated from the linked PDF, and no narration script was supplied. They show four member tasks. A short portal-activation cut, with the real portal screen inside it, is the focused version of the first-30-days job described in the workflow.
The member’s next action
| Member task | What they should be able to do | Video on this page |
|---|---|---|
| First 30 days | Find the ID card, register, choose a primary-care clinician, search the network, ask a prescription question, read a bill, and save the help line | Example 1, from the new-member guide, playback 2:21 |
| Portal activation | Open the portal and finish registration, with the real screen visible and a diagram for what happens next | A short cut of the first-30-days document, described in the workflow |
| Referral and prior authorization | Start the right process, and read authorization, coverage, and payment as three different things | Example 2, from the referral and authorization guide, playback 1:56 |
| Drug list | Look up a tier and the exception path, then return to the current formulary | Example 3, playback 2:05 |
| Care management | Accept or decline a voluntary program that leaves benefits and clinicians in place | Example 4, playback 1:42 |
Example 1 and Example 2 come from two source documents. Both task videos can also be generated from one first-30-days packet when that packet contains both the portal steps and the authorization steps. Product, market, and language each get their own reviewed render when the approved source differs.
Four source-to-video workflows you can inspect
Each card keeps the source, the brief that was sent, the visual direction, and the finished video. Open the PDF and follow the member task, not only the document title.
| Example | Engine | Style | Length |
|---|---|---|---|
| Your First 30 Days as a Health Plan Member | Golpo Canvas | Editorial (Expanded) | 2:21 |
| Referral and Prior Authorization Are Different | Golpo Sketch | Formal | 1:56 |
| How the Drug List and Tiers Work | Golpo Canvas | Illustration (Compact) | 2:05 |
| What Care Management Can and Cannot Do | Golpo Sketch | Professional Clean | 1:42 |
Example 1 · Document → video · Golpo Canvas · Editorial (Expanded) · 2:21
Your First 30 Days as a Health Plan Member
Purpose: Help the member find the ID card, register on the portal, choose a primary-care clinician, search the network, handle a prescription question, read a bill, and save the help line.
Open the MP4 · 2:21
Source PDF: Health Plan New Member Guide
No script was supplied. Golpo wrote the narration from the uploaded document.
Exact production brief
Build this video entirely from the attached document. Title it: Your First 30 Days as a Health Plan Member. Explain ID cards, portal registration, PCP selection, network search, prescriptions, bills, and help channels. Write the narration yourself from the attached document. No narration script has been supplied. Do not introduce any fact, figure, date, name, instruction, recommendation, legal conclusion, clinical interpretation, benefit, or outcome that is not in the document. Do not soften or strengthen its wording. The document is a clearly labelled fictional specimen, so describe its organizations, people, identifiers, and values as illustrative rather than real.
Exact visual direction
Build a 30-day onboarding checklist. The evidence of coverage controls; do not promise coverage. FIGURE LOCK: every number, date, identifier, threshold, amount, dose, score, time, temperature, visit window, phone number, and code shown or spoken must be copied from the attached document. Never invent a placeholder or rounded value.
Boundary: The Evidence of Coverage and written decisions control; authorization never guarantees payment.
Example 2 · Document → video · Golpo Sketch · Formal · 1:56
Referral and Prior Authorization Are Different
Purpose: Help the member tell a referral from a prior authorization, see who starts each process, and keep authorization, coverage, and payment apart.
Open the MP4 · 1:56
Source PDF: Health Plan Referral Prior Auth
No script was supplied. Golpo wrote the narration from the uploaded document.
Exact production brief
Build this video entirely from the attached document. Title it: Referral and Prior Authorization Are Different. Explain the two terms, who starts each process, statuses, typical records, decision notices, and appeal information. Write the narration yourself from the attached document. No narration script has been supplied. Do not introduce any fact, figure, date, name, instruction, recommendation, legal conclusion, clinical interpretation, benefit, or outcome that is not in the document. Do not soften or strengthen its wording. The document is a clearly labelled fictional specimen, so describe its organizations, people, identifiers, and values as illustrative rather than real.
Exact visual direction
Use two parallel swim lanes and the exact fictional timelines. Never imply authorization guarantees payment. FIGURE LOCK: every number, date, identifier, threshold, amount, dose, score, time, temperature, visit window, phone number, and code shown or spoken must be copied from the attached document. Never invent a placeholder or rounded value.
Boundary: The Evidence of Coverage and written decisions control; authorization never guarantees payment.
Example 3 · Document → video · Golpo Canvas · Illustration (Compact) · 2:05
How the Drug List and Tiers Work
Purpose: Help the member look up a drug’s tier and the exception path, then return to the current formulary.
Open the MP4 · 2:05
Source PDF: Health Plan Formulary Tiers
No script was supplied. Golpo wrote the narration from the uploaded document.
Exact production brief
Build this video entirely from the attached document. Title it: How the Drug List and Tiers Work. Explain the formulary lookup, tiers, restrictions, alternatives discussion, exception request, and updates. Write the narration yourself from the attached document. No narration script has been supplied. Do not introduce any fact, figure, date, name, instruction, recommendation, legal conclusion, clinical interpretation, benefit, or outcome that is not in the document. Do not soften or strengthen its wording. The document is a clearly labelled fictional specimen, so describe its organizations, people, identifiers, and values as illustrative rather than real.
Exact visual direction
Use the specimen drug-list rows only. Keep copays, limits, and effective dates exact and return viewers to the current formulary. FIGURE LOCK: every number, date, identifier, threshold, amount, dose, score, time, temperature, visit window, phone number, and code shown or spoken must be copied from the attached document. Never invent a placeholder or rounded value.
Boundary: The Evidence of Coverage and written decisions control; authorization never guarantees payment.
Example 4 · Document → video · Golpo Sketch · Professional Clean · 1:42
What Care Management Can and Cannot Do
Purpose: Help the member see the invitation, the voluntary choice, and that the program leaves benefits and clinicians in place.
Open the MP4 · 1:42
Source PDF: Health Plan Care Management
No script was supplied. Golpo wrote the narration from the uploaded document.
Exact production brief
Build this video entirely from the attached document. Title it: What Care Management Can and Cannot Do. Explain invitation, voluntary enrollment, assessment, goal plan, contact cadence, information sharing, and opting out. Write the narration yourself from the attached document. No narration script has been supplied. Do not introduce any fact, figure, date, name, instruction, recommendation, legal conclusion, clinical interpretation, benefit, or outcome that is not in the document. Do not soften or strengthen its wording. The document is a clearly labelled fictional specimen, so describe its organizations, people, identifiers, and values as illustrative rather than real.
Exact visual direction
Show the member at the center of a support circle. Do not imply enrollment changes benefits or replaces clinicians. FIGURE LOCK: every number, date, identifier, threshold, amount, dose, score, time, temperature, visit window, phone number, and code shown or spoken must be copied from the attached document. Never invent a placeholder or rounded value.
Boundary: The Evidence of Coverage and written decisions control; authorization never guarantees payment.
A production system the plan can keep current
- Portal screenshots plus Canvas diagrams. Own Media, on Business and higher, inserts an authorized screenshot of the portal login, the directory search, or the formulary lookup. Canvas diagrams explain the route around that screen: two lanes for referral and prior authorization, a tier chart for the drug list. A generated picture of a login page is an illustration. The videos on this page are document-only diagrams. The portal-activation cut adds the real screen.
- One plan style and one voice, reused. Save a Custom Style from the plan’s public materials and reuse it across products. Business and higher. API use also needs API access. It is a recognizable look, not pixel-exact typography. An authorized Voice Clone, on Business and higher, reads new scripts in a saved member-services voice. Voice Instructions, on Creator and higher, direct pace and pronunciation of a generated voice. The four videos here use built-in styles and generated narration.
- Variants by product, market, and language. Generate a separate reviewed video when the product, market, population, or effective date differs. Each language is its own render. Creator and higher include multilingual features, and Starter can add a language option. A local reviewer checks terms, cost shares, and dates. The plan’s library records which file is current. See pricing.
- Authorization, coverage, and payment stay distinct. In script review, keep those as separate sentences. On-screen text from script only, on Canvas and Sketch, limits labels to that script. It may show a subset. It is not the caption track, and it does not verify the document. When a sentence must be spoken exactly, use Script Mode and put picture directions in Video Instructions. About 1,050 characters of supplied narration fit in a selected minute.
- Layout for the route. Example 2 uses Sketch Formal for a precise distinction. A two-lane Canvas diagram gives referral and authorization each their own path. Expanded spreads those lanes. Compact can hold a short checklist, such as portal registration, in one scene. In the API, an unsuffixed style value selects Expanded and
_compactselects Compact. Compact vs Expanded.
The visual directions include a prompt line, FIGURE LOCK, that tells the model to copy every number. Reviewers still compare every copay, date, and identifier with the source. The prompt does not hold those figures in place.
Workflow for the next member cohort
- Source. Take the current first-30-days or new-member guide for portal activation. Take the referral and authorization guide, or the same packet if it contains that process, for the authorization explanation. Record product, market, language, and effective date before you upload.
- Settings. Apply the plan Custom Style and the saved voice. For portal activation, choose a short selected duration, Canvas Compact or Expanded for the registration steps, and Own Media for an authorized screenshot of the real login. For authorization, use a Canvas diagram with a lane for referral and a lane for prior authorization. Orientation and duration are separate choices.
- Script review. Prompt Mode drafts narration from the document. That is how the four videos on this page were made. Open Edit script before creating video. Keep authorization, coverage, and payment in separate sentences. Keep the voluntary boundary on the care-management script. Use Script Mode for any sentence that must be spoken verbatim.
- Result. Example 1 is the first-30-days orientation, playback 2:21, from the new-member guide. Example 2 is the authorization explanation, playback 1:56, from its own guide. Example 3 is the drug list, playback 2:05. Example 4 is care management, playback 1:42. For the short portal-activation video, add an authorized screenshot of the real registration screen to that task from the first-30-days document.
- One correction. When a copay, a status word, or a phone number on screen disagrees with the source, fix the source first. If the narration is right and only the label is wrong, use frame editing. The first edited version is free across sessions until finalized. Later charges follow the selected duration of that version. The edit changes the picture. A spoken figure changes through a revised script and a new render.
- One reuse. Render the next product, market, or language with the same style and voice. Retire the previous file in the plan’s library when the effective date passes. A formulary video carries the formulary ID and effective date and links back to the current list.
What Golpo does, and what the plan does
| Step | Where it happens |
|---|---|
| Draft or accept narration, generate the video, report status | Golpo, in the dashboard or the API |
| Custom Style, voice, Own Media screenshots, on-screen text control, frame edit, language variant | Golpo |
| Coverage and payment decisions, the Evidence of Coverage, directory and formulary systems of record, publishing and retiring files | The plan |
Scale includes API access. Business can add API access as a paid add-on. API Only is metered separately and does not include dashboard generation. The API can request a render and report status. Benefit determinations and the member library stay with the plan.
Plan, duration, and credits
A standard video costs 1 credit per selected minute. Playback on this page is 2:21, 1:56, 2:05, and 1:42. The selected duration for those renders is not recorded here, so this page does not state a credit total. Custom Style is on Business and higher. Voice Clone and Own Media are on Business and higher. Frame editing: all paid plans. You can download Golpo's free 1-minute video without a watermark for $9.99, or subscribe to download it at no extra charge. Current prices are on the pricing page.
Review checklist
- Every cost share, date, code, phone number, and link matches the current source. The FIGURE LOCK line in the prompt is not that check.
- Authorization, coverage, and payment remain distinct in the narration and on screen. An authorization video points members to the written decision.
- The Evidence of Coverage is not replaced by the summary. Directories and formularies show an effective date and a link to the current source. Care management stays voluntary and does not stand in for a clinician.
- Product, market, language, and effective date are on the plan’s variant record, with a named reviewer. Stale files are removed from member channels when the source changes.
- Captions, contrast, and player controls are checked on the member page. On-screen text from the script is not that caption track.
- The video uses plan documents, not a member’s claim file. If a vendor creates, receives, maintains, or transmits ePHI for a regulated entity, answer the business-associate, security, retention, and minimum-necessary questions for that workflow. This guide does not call any setup HIPAA compliant.
Evidence and further reading
- CMS Health Plan Management System guidance
- HealthCare.gov using health insurance
- CMS prior authorization resources
Related
- Insurance explainer videos for EOBs, policies, and claims
- Automate video generation with the Golpo API
Frequently asked questions
Can onboarding video summarize the Evidence of Coverage?
It can orient members to where information lives, but it cannot replace or override the controlling document.
Does prior authorization guarantee payment?
No. The video must preserve that distinction and direct members to written decisions and plan documents.
How are formulary videos kept current?
Tie each render to a formulary ID and effective date, link the current source, monitor revisions, and retire stale versions.
Can one video cover every product?
Only if the approved source is genuinely shared. Product, market, population, language, and effective-date differences should produce separate controlled variants.
Can care management enrollment change benefits?
No. The program video should carry the source document's voluntary and non-substitution boundaries.
What should plans measure?
Before the next member cohort, pilot one frequent task. Measure successful completion and misrouting, plus review time. Coverage and clinical outcomes are separate measurements.
Pilot one task before the next cohort
Before the next member cohort, pick the onboarding task people most often fail to finish. For many plans that is portal registration or telling a referral from a prior authorization. In Golpo, generate that one video from the current document, put the real screen in the portal version, and review authorization, coverage, and payment as separate statements. Measure whether members complete the task and where they still get misrouted. A standard video is 1 credit per selected minute. Plan style, a saved voice, screenshots, and a frame edit need the plans above. See pricing.
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