On the Client Dashboard, open the orange context menu and select Manage Plans.
To add a new plan, select Assign Plan. Any plans already loaded will show in this space.
On the Plan Selection page, you will be able to use any of the filters to find the desired plan. You can search by Carrier, Coverage line, Plan name and more. For Medical plans – the Carrier name will be Anthem MCF BP. When you've found what you're looking for, select the plan (which will be highlighted in pale yellow) 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 interview. The customized name and description will only appear on the employee's page, not on the actual form that is sent to the Carrier. You can click Next to move to the next screen.
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 Level 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.
On the Client Dashboard, click the orange context menu and select Client Details.
On the Client Details page, scroll down until you see Enrollment Information. Select the correct Pay Period for your client from the following options:
- Semi-Monthly (24 Pay Periods)
- Monthly (12 Pay Periods)
- Bi-Weekly (26 Pay Periods)
- Weekly (52 Pay Periods)
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 will ensure accurate plan selection tracking as you will 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.