Difference between revisions of "BenSelect:Admin:Plan:General"
From Selerix
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*Plan-specific application forms | *Plan-specific application forms | ||
| − | To add a plan: | + | '''To add a plan:'''*Click the New button. |
| − | *Click the New button. | ||
| − | To delete a plan: | + | '''To delete a plan:'''*Choose the plan from the list at the left and click the Delete button. |
| − | *Choose the plan from the list at the left and click the Delete button. | ||
| − | To change a plan: | + | '''To change a plan:'''#Select it from the list at the left. |
| − | #Select it from the list at the left. | ||
#Choose which aspect of the plan you wish to change by clicking the appropriate tab and setting options. | #Choose which aspect of the plan you wish to change by clicking the appropriate tab and setting options. | ||
#Click Save after you are done with your changes. | #Click Save after you are done with your changes. | ||
Revision as of 16:45, 17 March 2014
Contents
Benefit Plans Screen
The Benefit Plans screen allows you to set up all of the plans for the case.
After you set up the required products in the Product Library,set up each benefit plan for the case. You configure the following categories of settings for each case:
- General Information
- Payer products in the plan
- Rates
- Life events that trigger re-enrollment
- HTML screens that define the employee presentation
- Plan-specific application forms
To add a plan:*Click the New button.
To delete a plan:*Choose the plan from the list at the left and click the Delete button.
To change a plan:#Select it from the list at the left.
- Choose which aspect of the plan you wish to change by clicking the appropriate tab and setting options.
- Click Save after you are done with your changes.
General Tab - Benefit Plans
The General tab allows you to name the plan, specify the plan type and order, and set other general attributes of the plan.
To set up the general attributes for a plan:
- Enter a plan name.
- Enter the XML tag name. This should be a unique tag with no spaces that can be used in scripting and text banks
- Select the Plan Type from the drop-down list.
- Indicate the order number for the plan in the enrollment presented to the enroller or employee.
- Set up these options as necessary: Core benefit, Keep underwriting answers private, and COBRA enabled.
- Click Save when you have set up the options on the General tab.
- Repeat steps 1 – 6 for each plan that you want to set up for the case.
General Tab (Benefit Plans) - Elements
The following table lists the element name and provides a description.
- Plan Name
- Identify the name of the plan, such as Health or Dental.
- XML Tag Name
- Required field; identifies the plan name and is used in the Text bank.
- Plan Type
- Identify which plan type this plan setup uses.
- Order Number
- Indicate the presentation order of this plan. Numbering starts at 1, however, for ease of re-ordering set up to order by 10s.
- Core Benefit
- Select this option if the plan is part of the core benefit package offered to the employee. Reporting uses this to identify which plans are part of the "core" benefits for an employee.
- Keep underwriting answers private
- Select this option when you want to hide answers on application forms from administrative users who are not entitled to view Protected Health Information (PHI).
- COBRA enabled
- Select this option if this plan is available for employees enrolling for COBRA coverage.
Most commonly-used plan types
The plan types listed here are the most commonly used plan types and will provide most, if not all, of the functionality for most cases.
- DB1 (Defined Benefit, 1-tier)
- Standard enrollment engine for defined benefit plans having a single primary insured and a benefit amount, such as optional life insurance
- DBN (Defined Benefit, N-tier)
- Standard enrollment engine for defined benefit plans having multiple tiers and a benefit amount, such as Critical Illness or Accidental Death and Dismemberment coverage.
- NT (N-Tier, no benefit amount)
- Engine supporting enrollment of multi-tier benefit plans that have no benefit amount. This engine type is typically used for enrollment of medical and dental plans. Products are presented side-by-side so user can select desired product and tier.
- SB1 (Salary-based benefit, 1-tier)
- Engine supporting enrollment of single-tier plans having a benefit amount based on employee salary. This engine is typically used to enroll group life and group disability products.
- Membership plan
- Engine type for plans (such as Group Legal, Parking, etc) where enrollment merely involves option in or out.
- FSA (Flexible Spending Account)
- Engine type supporting Flexible Spending Accounts. Engine allows selection (during setup) of rules to be applied for applicants who enter the plan during the year.
- BenefitAgent Savings Plan
- Engine supporting enrollment of 401(k), 403(b), and other savings plans. Allows for employer matches.
- Dummy
- Generic engine allowing entry of premium, benefit amount, coverage tier, and insured(s). This engine type is sometimes used as a placeholder to allow a benefit to be loaded into the system from the census.
Plan types for Voluntary Product Builds
The plan types listed below are used primarily for custom product builds and require rate files.
- BenefitAgent CI
- Enrollment engine accomodating pre-packaged voluntary products that have a benefit amount and multiple coverage tiers (such as Critical Illness). Engine allows one policy per primary insured.
- BenefitAgent CORE
- Enrollment engine accomodating pre-packaged voluntary products that have no benefit amount and multiple coverage tiers. Products are displayed side-by-side on the application screen so the user can choose the desired product and coverage tiers. Engine allows one policy per primary insured.
- BenefitAgent UL
- Enrollment engine accomodating pre-packaged voluntary products that have a benefit amount and one primary insured. This engine accomodates multuiple policies per employee and family/child coverage riders
Bridges
The plan types listed below provide "bridges", or access to other enrollment systems. You will typically need information from the carrier to which you are bridging to complete setup of these plans.
- BenefitAgent Bridge (AFEnroll)
- Bridge to American Fidelity's enrollment system.
- BenefitAgent Bridge (AllApp)
- Bridge to Allstate's AllApp enrollment system.
- BenefitAgent Bridge (Harmony)
- Bridge to Colonial Life's Harmony enrollment system.
- BenefitAgent Bridge (ING)
- Bridge to ING's enrollment system.
- BenefitAgent Bridge (INGLink)
- Bridge to the INGLink enrollment system.
- BenefitAgent Bridge (OneView)
- Bridge to Allstate's enrollment system that will present enrollment through OneView.
- BenefitAgent Bridge (SmartApp)
- Bridge to Aflac's SmartApp and SNG enrollment system.
- BenefitAgent Bridge (Texas Life)
- Bridge to Texas Life enrollment system.
- BenefitAgent Bridge (UNUM)
- Bridge to UNUM's enrollment system.
- Custom - Trustmark CI
- Custom engine accomodating enrollment in Trustmark Critical Illness. Bridges to Notepad enrollment system.
- Custom - Trustmark UL
- Custom engine accomodating enrollment in Trustmark Critical Illness. Bridges to Notepad enrollment system.
- BenefitFocus Bridge
- Bridge to BenefitFocus enrollment system.
- Boston Mutual Bridge
- Bridge to Boston Mutual enrollment system.
Obsolete
The below plan types are obsolete custom enrollment engines. They are included in the list for legacy purposes, but should not be used on new builds.
- Custom - Assurity STD
- Custom - Assurity AE
- Custom - GE DI
- Custom - GE HI
- Custom - GE LSC
- Custom - GE TL
