BenSelect:Admin:Plan:General

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:

1. Select it from the list at the left.
2. Choose which aspect of the plan you wish to change by clicking the appropriate tab and setting options.
3. 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:

1. Enter a plan name.
2. Enter the XML tag name. This should be a unique tag with no spaces that can be used in scripting and text banks
3. Select the Plan Type from the drop-down list.
4. Indicate the order number for the plan in the enrollment presented to the enroller or employee.
5. Set up these options as necessary: Core benefit, Keep underwriting answers private, and COBRA enabled.
6. Click Save when you have set up the options on the General tab.
7. 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.