After you receive the official quote back from Anthem MCF BP and have reviewed the plans with the HR Manager, you'll then add the plan(s) into FormFire.
Click the links below to view each step in the Assign Plans process:
- Select a Plan
- Customize Plan
- Pricing Structure
- Load Rates
- Turning on Plan Selection process for Employees
Select a Plan
On the Client Dashboard, open the orange context menu and select Manage Plans.
To add a new plan, select Assign Plan under the Back button. Any plans already loaded will show in this space.
Use any of the filters to find desired plan. Check the drop-down menu in case there are multiple prescription options to choose from. For Medical plans – select Anthem MCF BP as the Carrier. When you find the plan that you are looking for, select the plan and click Next.
This will take you to the Customize Plan page. Here, you can create a custom name (like 'Base Plan' or 'Buy Up Plan') and description for the plan that the Employees will see when they complete the Employee Interview. The customized name and description only appears on the Employee's account, not on the actual form that's sent to the Carrier.
Now you'll see the Pricing Structure page. Here, you'll be able to enter in the tier rating as well as the employer’s contribution to the cost of the plan.
For Anthem MCF BP, you'll select Composite for the rating and Four-Tier for the Tier Structure. You can choose the Employer Contribution from the drop-down menu:
- Dollar Advanced
- Percentage Advanced
If Employer is not contributing to an HSA or HRA, or if the Client isn’t offering HSA or HRA, please leave this field blank. You can click Next to move to the next screen.
Finally, on the Load Rates page, you'll add in the quoted rates (premiums) without any deductions and select Save to complete.
This will take you back to the Plans Assigned Dashboard. You can view and edit the plan that you have added or add additional plans (if needed). If you are ready to have the employees select their plans, click the Back button to go to your Client Dashboard.
Turning on Plan Selection process for Employees
Make sure that you go back to your Client Dashboard open the orange context menu for your Client and select Client Details.
Make sure to select the correct Pay Period under Employer Info.
Make sure to adjust your Open Date to today’s date and the Close Date to either a few days to a week in the future. By adjusting these dates, all Employees will be listed with a Not Started status. This ensures accurate plan selection tracking, you'll see their statuses go to Complete once finished. Make sure that the updated Close Date is before your original Effective Date.
Head to the Choose Workflow area next. Select Plan Selection + Pre-Screen.
At this point, just click the blue Save button at the top of your page.
You have successfully assigned plans to your client! Let the HR Manager know that the Employees can log back into their accounts and select plans at this time.