Plans Docs

Plan Docs

1. Create new record.
2. Filter records.
3. Click record to see details.
4. Browse pages of records.

1. Save record.
2. Delete record.
3. Return to list of records.

• Plan Name - This will display on the search grid, and to the end user as the name of this document.
• Employer Name - Select the employer group to apply this plan document to.
• Product - Select the product(s) this plan document applies to.  Multiple may be selected.
• Plan Document - Browse for the plan document to upload.
• From and Thru Dates - The dates this plan document are effective for.  This ties to claim incurred dates, accumulator years, and coverage record dates.

1. Add new Plan Code - Click this button to add a new plan code record.  Plan codes tie back to the claim system for this group, and will only display this plan document for member's with matching plan codes on their coverage records.

• Add as many plan codes as needed for this plan document.  Plan codes can be deleted using the delete icon next to each.
• Always SAVE the record when complete.

1. Add Amendment.  Click this button to add a new amendment document.

• Amendments can be actual plan amendment documents, or any other documents you wish to add as secondary to the main plan document.
• Add as many amendments as needed for this plan document.  Amendments can be deleted using the delete icon next to each.
• Always SAVE the record when complete.