Why the New Plan Setup?
Employee Navigator has spent the past few months modernizing our plan setup. We've updated the underlying software to better support future carrier integration and feature enhancement requests, and also updated the user interface in an effort to make setting up plans cleaner and easier to manage.
The new plan setup user interface was released to all users in beta mode on 8/8/2016 and can be accessed via the company Benefits tab > Plan List (beta) and Add A Plan (beta) links.
Note! Within the next week or two, we will be releasing the new plan setup interface to production. At that time, we will also be sunsetting the existing plan setup interface. This means the old plan setup will no longer be available, so we advise all users to familiarize themselves with and begin using the new plan setup links as soon as possible.
Overview of Major Changes
- Setup has moved to a left navigation, which is consistent with the navigation found on our newer products (like ACA) that were launched this past year.
- Setup now incorporates six main tabs that are standard across all plan models. The purpose is to keep setup options consistently placed regardless of plan type.
Basic policy info like carrier, plan name, start/end dates, etc. and additional communication items such as plan summary, carrier links, contact info and documents
ELIGIBILITY & ENROLLMENT
Eligibility and class change rules, additional enrollment options (PCP, beneficiaries, COB), plan restrictions, decision support, questions and disclosures
Life/Disability models: Setup of plan benefits, guaranteed issue amounts and riders.
Medical/Dental/Vision: Setup of benefit summary (formerly Plan Services under the old plan setup Communications tab)
HSA/HRA: Plan contingencies and funding calendar
Monthly carrier rates and employee/company contributions
Advanced setup options like EDI change fields and carrier billing wash rules
Employee enrollment reports (Employees enrolled/Eligible But Not Enrolled/Declined or Ended Coverage), Payroll Codes and the new Setup Change Log
- Plan setup pages will now display in edit form during initial plan setup. Once activated, pages will flip to a view mode and the edit icon is used to make changes. Previously, all pages displayed in edit form.
- We added plan status icons that display next to the plan name. Icons include Plan Setup Status (complete/incomplete), Needs Eligibility/Rate Recalc and Go Activate Enrollment. Go Activate Enrollment is a new icon that only displays during initial plan setup to indicate that setup is complete and plan is ready to turn on for employee enrollment. Clicking this icon will direct users back to the Policy Info tab for activation. All other icons are also clickable.
- The plan setup checklist (incomplete/completed items) is now visible by clicking on the Plan Setup Status icons. Previously, the plan setup checklist was on located on the Activate tab.
- Added a new plan setup change log, which tracks when plan setup was changed and who changed it. This new report is located under the plan Reports tab > Setup Change Log. Click on the change to expand the details of each change.
- We added two new buttons for plan activation (Turn Enrollment On/Off) and Renew in lieu of the old Activate and Renew tabs. These buttons are located on the Policy Info tab.
- Added a search bar to the Plan List page so searching for specific plans is much easier!
We’re also working on a new plan sort feature that will allow the reordering of plans under a specific benefit in the employee enrollment flow! You’ll see new coming soon sort icons to the right of all plans, but the functionality hasn’t been turned on yet.
Will data entered in the new plan setup transfer over to the old plan setup and vice versa?
Yes, data entered in the new plan setup will show up in the old plan setup and vice versa. That means that changes made in one will also appear in the other.
Am I going to lose my existing plan setups/data?
No, all existing plan setups will simply be transferred to the new plan setup and no data will be lost.
Where Can I Go to Learn More?
Check out our new licensee training schedule, which includes sessions on specific plan model setups.