New Student To-Do List

Submit your immunization records

Students attending on-campus Ready for the U must submit their immunization records by June 11, 2025. All other students must submit their records by September 16, 2025.

Visit our Immunizations web page for complete instructions

Complete TB Screening

After submitting your immunization records, please follow these steps:

1. Log in to the Patient Portal
2. Go to Action Items > Forms (pencil icon)
3. Click "Questionnaire for TB Risk"
4. Complete and submit the questionnaire

Decide if you will keep or waive the Student Health Benefit Plan (SHBP)

The SHBP is the UMass-sponsored health insurance. All students taking 5+ credits are automatically enrolled in and billed for the SHBP. If you want to use private insurance or MassHealth instead, you must submit the SHBP waiver. The waiver will become available in July 2025.

Waivers are due every fall semester by the graduate add/drop deadline. Waivers submitted in the fall apply to both semesters. (Spring semester entrants can waive the SHBP by submitting the waiver by the spring graduate add/drop deadline).

Opt-in to receive texts from UHS

Text messages will include appointment reminders and important links. Opt out at any time.

1. Log in to the UMass Patient Portal with your UMass NetID
2. Click the blue button with your NAME at the top of the main menu (on mobile, expand 3 lines to see button).
3. Click "Edit Your Profile"
4. Scroll down until you see "I would like to receive SMS text message reminders" and check the box.

Bring your health insurance card(s)

If you keep the SHBP, be sure to print a new copy of your insurance card from the Wellfleet website each academic year. If you will use other insurance, obtain copies of your plan ID, prescription drug and health savings account cards. A photo of the front and back of each card also works.

Enter health insurance information & complete required forms on the Patient Portal

1. Log in to the UMass Patient Portal with your UMass NetID.
2. Go to Action Items > Forms (pencil icon) to complete required forms.
3. Go to Action Items > Insurance (umbrella icon) to enter your health insurance information and upload a photo of the front and back of your insurance card. (This step is not necessary for SHBP members.)

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EXTRA CREDIT: Watch our video on Health Insurance Basics for UMass students!