BenSelect:Admin:Product Library:General

Product Library Screen

The Product Library allows you to maintain payer products in the system; the library is a collection of all the payer products across the case. Before you can set up products in the Product Library, you will need to make sure that any payers you intend to use are in the list of payers known to the system. See Setting up a Payer for more information. The Product Library provides access to these tabs:

• General
• Presentations
• Forms
• Rates
• Questions
• JScript
• Assets
• States
• Change Control

General Tab

The General tab allows you to set up basic information about the payer product.

General Tab – Elements

The following table lists the element name and provides a description.

Engine Type 

The Engine Type determines what the base product will contain. You may add to this as necessary.

Product Name 

The name that will be displayed to applicants when they enroll in coverage.

Short Name 

The Short Name is displayed in certain reports when an abbreviated name is preferred over the full name.

XML Tag Name 

The XML Tag Name is used to associate the product with forms and file extracts.

Required Plan XML Tag 

This field works with filling out required forms.

Type 

Specifies the plan type on which this product is based. Setting the Type affects the following areas in the BenSelect system.

• Decision Support – When a plan is identified as a “Health” plan, the Decision Support module will apply the Decision Support settings to the medical products.
• Application text banks – When a plan has a “type” set, application text banks are prefilled with information specific to the type of the plan.
• BenRecommend – When a plan has a “type” set, the BenRecommend module allows for recommendations to display for any products on that plan.

Engine 

Specifies the “Engine Type” on which this product is based.

Payer 

Specifies the Payer for this product.

License Required 

Select this option to have a license required for the enrollment agent for this product.

Appointments Required 

Select this option to require appointments for the enrollment agent for this product.

Global 

Select this option if the product is available for all plans/cases.

Used in Plan/Case 

This field displays all of the plans or cases in which the current product is active.

Common Buttons

New Configuration 

Click to create a new configuration file.

New 

Click to clear the fields and add a new product.

Save 

Click to save any selections or updates made to the product information.

Delete 

Click to delete the currently selected product.

Cancel 

Click to cancel all changes.

Export 

Click to export the product information to a configuration file.