When managing COBRA, there may be times where it is necessary to modify data elements regarding the plan that is assigned to the participant. Once you are in the manage COBRA tool you can select Modify link to update the details regarding the plan and eligibility. Below is a quick video which will walk you through the COBRA modify tool.
The Plan drop down menu allows the user to change the plan which the participant is assigned to. This is used when the participant needs to be enrolled in a plan other than the one they were originally assigned. This is most often used after open enrollment when the COBRA member needs to be transferred into the newly active plans.
The Eligible Start and Eligible End dates control the eligibility window for a participant. These might be modified if the participant needed an extension on the eligibility date such as in the case of a secondary life event. It is not common to need to modify eligibility dates.
The Override Effective date would be used when you want to override the effective date of coverage but do not want to change the eligibility dates. An example might be if you had a participant who changed plans during open enrollment. If the new plan was effective as of say January, you may want to enter that date in the override field to signify the date the plan was effective.
Override Coverage Level is used when there is a need to manipulate how the coverage level is reported. This is NOT a commonly used field. If you think you need to use this feature please contact our Client Success team to verify this is needed.
Prior Eligibility simply tracks when the participant was previously eligible for the plan. This date is typically the date the original active employment coverage began. This is another field that is rarely manipulated. If you think you need to use this feature please contact our Client Success team to verify this is needed.