SharePoint customer portal at a glance
With the SharePoint customer portal, you have centralised access to your benefit documents. The portal enables efficient paperless communication and gives you an overview of your documents anytime, anywhere – quickly, securely and easily.
Which documents are available via SharePoint?
You can obtain automated benefit documents from SharePoint. No incorporation of individual letters or other documents from the business customers department is planned for the time being. The following documents are uploaded to SharePoint:
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- Completion letters
- Benefit statements
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- Letters of acceptance
- Requests for patience
- Benefit statements
- Statements on reimbursement of costs covered
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- Letters of acceptance
- Benefit statements
- Statements on reimbursement of costs covered
Which of our business customers can benefit from this offer?
The offer is geared towards customers with a premium volume of CHF 250,000 or more across all their current Visana contracts (DA, accident insurance and TUAI).
How to use SharePoint
Access your benefit documents in just a few steps – easily, quickly and securely:
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Request your personal access via the online form.
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Once the information you provide has been checked, Visana sends your login details by email to your personal address. During the access activation process, Visana also sends you an invitation. In order to log in to SharePoint, you must accept this invitation.
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As soon as everything has been set up for you, you will receive a message from Visana with your personal link. Using this link, you can easily log in to the customer portal. Of
course, access is protected by a password. -
Your benefit documents are arranged according to insurance type (DA, accident insurance, TUAI) and available for download. The search function helps you to quickly find what you need.
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Please save the documents in your own data storage system promptly. They are automatically deleted from the portal after about one year.
Important for you to know
- SharePoint is used exclusively for one-way data exchange. Visana puts the documents in place and you can download them.
- There is no provision for interaction or for the customer to upload documents.
- Documents remain available on the platform for about one year. Please save them locally in good time.
- A personal email address is required for logging in. General addresses like info@companyname.ch or addresses at private domains like @gmail.com, @hotmail.com or @bluewin.ch are not permitted.
Your advantages
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Paperless working
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Faster document transfer
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Instant access from anywhere
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Practical search function
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Centralised platform
Use our quick and easy contact form.
Frequently asked questions about the customer portal
Simply fill in the online form on our website. A business consultant will then contact you to check that your details are correct and complete. We will then arrange everything for you.
Only persons authorised by Visana can access the site. Additional protection is provided by multi-factor authentication (MFA) to Microsoft standards.
You must be able to use a modern browser, such as Edge or Google Chrome, on your device. In addition, you must be able to to use multi-factor authentication (MFA) to set up and register your SharePoint. If a firewall or content filter is active, make sure that the URL https://visana.sharepoint.com is white-listed.
Yes, even if you have set up SharePoint, you can still send any copies to a third-party address.
Contact your business consultant or administrator. They will then take the necessary steps on your behalf.
No. If you have opted for the digital version, we cannot send the documents by post as well. If you wish to receive them by post again, you must contact your business consultant, so that the digital service can be cancelled.
Firstly, you should ask your in-house IT department to investigate the problem. If the measures taken do not resolve the issue, send your business consultant a precise description of the problem by email. It always helps if you explain what you were doing before the problem occurred and what result you were expecting. Also send a screenshot of the error message if possible, as this will be extremely helpful for investigating the problem.
Downloads
Factsheet
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