New member checklist

Welcome! Thank you for choosing Sharp Direct Advantage®.

Follow these simple steps to get the most out of your new health plan.


Getting care


Carry your new Sharp Direct Advantage member ID card with you.

Your member ID card is your key to getting care. Show your member ID card when you seek medical services, like visiting your doctor or filling a prescription. Your ID card also has important benefit information, such as your plan medical group and plan network.
  • Dual-eligible beneficiaries: Show your Medi-Cal ID card and your Sharp Direct Advantage ID card when getting care.
  • Missing your new ID card? If you don't receive your new ID by your plan's effective date, please contact Customer Care at 1-855-562-8853 (TTY/TTD: 711) and we'll get you a new card right away.

Update your primary care physician’s office.

Whether you are keeping your same doctor or are new to Sharp, contact your primary care physician’s (PCP) office to share your new insurance information. Check your member ID card for your PCP’s phone number.
  • New patients: Let your PCP’s office know you’re a new patient. They will be able to help you find an appropriate time for an office visit.

Access your health information from your computer, tablet or smartphone


Sign up for a new Sharp Connect member portal account to manage your new

benefit plan.

Check your benefits, check your drug list and more with Sharp Connect, our secure online member portal. Register here using your new Sharp Direct Advantage member ID number. Your ID number is listed on the front of your new member ID card.

Sign up for your patient portal to manage your health care and stay connected

with your doctors.

View test results, send secure messages to your PCP’s office, schedule and cancel appointments, and more. Your plan medical group is listed on the front of your new member ID card.

Share your health information with loved ones.

At some point during your care, you may need to share your health information with someone else. Or, if you’re a caregiver, you may need to access a member’s information. In these cases, please fill out and submit protected health information (PHI) forms to Sharp Health Plan and your plan medical group, respectively.
  • Sharp Health Plan: Fill out and submit the following forms as needed.
  • Your plan medical group: Contact your PCP's office to request your plan medical group’s PHI form.

Transfer your prescriptions, referrals and medical records


Transfer your prescriptions.

Use our pharmacy search tool to find an in-network pharmacy near you. If you choose a new pharmacy, let your new pharmacy know that you need your prescriptions transferred from your old pharmacy. Also, let your PCP know of any existing special authorizations for prescriptions that may need to be re-authorized.
  • Keep up with your maintenance medications by using mail order. Mail order is an easy and affordable way to get the medications you need, along with the convenience of home delivery. Sign up here.

Transfer any existing referrals and medical records.

Your existing referrals and authorizations do not automatically transfer between plan medical groups. If you have existing referrals to see a specialist, ask your new PCP to re-authorize the referral with your new coverage.
  • If you changed to a new PCP: Make sure your new PCP has your up-to-date health information. Contact your previous doctor for help with transferring your medical records to your new PCP.

Take advantage of key health assessment tools


Take your confidential Health Risk Questionnaire from Medicare.

A Health Risk Questionnaire is sent to you every year as a requirement from Medicare to assess your health care needs. Your answers are kept private and shared only with your PCP and other members of your care team as needed. Your questionnaire will be mailed to you, or you can fill it out online.

Take your Best Health® Wellness Assessment.

This online assessment is a vital health tool for you and your care team. You’ll get a personal profile of your strengths and areas for improvement, based on your health history, and you can take it as many times as you like. You can also use your results as a starting point in our no-cost, personalized health coaching program.

Add our After-Hours Nurse Advice line, 1-800-359-2002, to your phone contacts.

When you need medical advice on weeknights and weekends, call our After-Hours Nurse Advice line and speak to a specially trained registered nurse with Sharp Nurse Connection®.
  • Note: During COVID-19, there may be times when the line directs you to your PCP's office for medical questions or concerns. This is to ensure the quickest and best care possible when they’re experiencing high call volumes.

Most popular actions from new members

Visit the Member Center for the most popular member actions on our website, from updating your contact information to finding an in-network pharmacy near you.

Sharp Direct Advantage is offered by Sharp Health Plan. Sharp Health Plan is an HMO with a Medicare contract. Enrollment with Sharp Health Plan depends on contract renewal. Read the full disclaimer.

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Page Last Updated: 3/22/2022
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