Got a plan that requires the enrollee to select a PCP? No problem, we've got you covered!
If the company is offering a plan and a PCP designation is required, you can set that up right in the plan setup so that when an employee enrolls in a plan requiring PCP, they will be prompted to designate that PCP right in the enrollment process.
How to enable the PCP requirement?
Go to the Benefits Tab
Select the Plan
Select the Enrollment options tab under Eligibility & Enrollment
Select the Edit button and edit the Capture PCP
No: Employee will not be prompted.
Optional: Employee will be prompted, but not mandatory to complete the task.
Required: Employee must enter PCP information to complete their enrollments.
You can even pop in the link to the Carrier PCP Locator in the PCP Link section if you'd like. Don't forget to hit "save" once you have made your updates to be sure that they apply to the plan!
Note! When set to optional, PCP will appear as "incomplete" in the employee's enrollment, but they will still be able to save and complete their enrollments without this information.
How does an employee add a PCP (Primary Care Physician)?
If the employee enrolls in a plan that requires PCP (Primary Care Physician) Information, there will be a Primary Care Physician step added to the enrollment flow. Clicking on this link will allow employees to input their PCP codes into the Employee Navigator system. Please note, employees are required to obtain the PCP codes first from the carrier website which will also be included on the enrollment page if you have configured the plan with this link.
Please note: When processing passive enrollments during an Open Enrollment period, PCP information will flow through and be tied to the new plan when the passive enrollment is processed.
PCP information can be reported in 2 ways. For more information, see our article Primary Care Physician Report (PCP).