Become a Certified Enroller

Certification and Enroller Portal Guides

Find the guide that matches your role to review certification requirements, training, application steps and portal instructions. If you are helping with entity setup, use the entity guides. For completing your own certification, use the counselor or enroller guides for your program type.

How-to Guides

• How to Become a Certified Entity (PDF).
• How to Become a Certified Counselor (PDF).
• How to Become a Certified Medi-Cal Managed Care Plan Entity (PDF).
• How to Become a Certified Medi-Cal Managed Care Plan Enroller (PDF).
• How to Become a Certified Plan-Based Entity (PDF).
• How to Become a Certified Plan-Based Enroller (PDF).

Enroller Portal User Guides

• Enroller Portal Entity User Guide (PDF).
• Enroller Portal Counselor User Guide (PDF).
• Enroller Portal Medi-Cal Managed Care Plan Entity User Guide (PDF).
• Enroller Portal Medi-Cal Managed Care Plan Enroller User Guide (PDF).
• Enroller Portal Plan-Based Entity User Guide (PDF).
• Enroller Portal Plan-Based Enroller User Guide (PDF).