Set Up and Process an Open Enrollment Period

This example contains a basic scenario with setup steps to define an open enrollment period and run the process to evaluate scheduled event participation.

The following table summarizes key decisions in this scenario.

Decisions to Consider	In This Example
Are there any new offerings that you want to add for the open enrollment period?	Yes, add the InFusion Vision plan to the InFusion Wellness program.
What are the start and end dates for the open enrollment period?	Starts November 1, 2015. Ends November 15, 2015.
When do you want eligibility to be evaluated and new rates determined based on elections?	Start date of the new plan year, which is January 1, 2016 in this example.
When do you want the new coverage to start?	Start date of the event
When do you want the previous coverage to end?	One day before the event
When do you want the new rates to become effective?	Start date of the event
When do you want previous rates to end?	One day before the event

Task Summary

1. Add the new plan to the program.

2. Define the open enrollment period for the program.

3. Process the open event as of the first day of the open enrollment period.

4. Check the enrollment page of a sample worker to verify that all electable choices appear as expected.

Prerequisites

In the Plan Configuration work area, ensure that you created a:

1. Plan type called InFusion Wellness

   Use the Manage Plan Types task to create the plan type.

2. Program called InFusion Wellness with the following configuration:

   Field	Value
   Program Type	Core
   Year Periods	Year periods for the current plan year and the new plan year: January 1, 2015 to December 31, 2015 January 1, 2016 to December 31, 2016

3. Plan called InFusion Vision with the following configuration:

   Field	Value
   Plan Type	InFusion Wellness
   Usage	In program
   Year Periods	Year periods for the current plan year and the new plan year: January 1, 2015 to December 31, 2015 January 1, 2016 to December 31, 2016

Adding the Plan to the Program

Use the Plan Configuration work area to complete this task with the default values for fields unless the steps specify other values.

1. In the Tasks panel drawer, click Benefit Program Details to open the Manage Benefit Program Details.

2. In the Search Results table, click InFusion Wellness.

3. In the Session Effective Date field, select the first day of the current plan year, for example, January 1, 2015.

4. In the Plans and Plan Types section, click Select and Add Plan.

5. Complete the fields, as shown in this table.

   Note: The Basic Details page of programs shows only the active plans and plan types in a program by default. You can display both active and inactive plans by selecting View All Plans from the View menu.

   Field	Value
   Sequence	Enter a unique sequence based on the sequence of existing plans in your program.
   Plan	InFusion Vision
   Status	Pending

6. Click OK to return to the Edit Program Basic Details page.

7. Click Save.

8. Review the effective start date of the plan that you added.

   The date should be the first day of the current plan year, for example, January 1, 2015.

9. In the Session Effective Date field, select the first day of the new plan year, for example, January 1, 2016.

10. In the Plans and Plan Types section, select the InFusion Vision plan.

11. On the Edit menu, select Update.

12. Set the plan status to Active.

13. Click OK to return to the Edit Program Basic Details page.

14. Click Save.

15. Review the status and effective date of the InFusion Vision plan.

    The status should be Active and the effective date should be the first day of the new plan year, for example, January 1, 2016.

Defining the Open Enrollment Period

1. Click the Enrollment step.

2. Select the InFusion Wellness program in the hierarchy.

3. On the Scheduled tab, select Open, the default event is Administrative.

4. In the Periods section, click Create.

5. Complete the fields, as shown in this table.

   Field	Value
   Enrollment Period Start Date	November 1, 2015
   Enrollment Period End Date	November 15, 2015
   Close Enrollment Period Date Rule	When enrollment period ends
   Assigned Life Event Date	January 1, 2016
   Year Period	January 1, 2016 to December 31, 2016
   Coverage Start Date	Event
   Previous Coverage End Date	One day before the event
   Rate Start Date	Event
   Previous Rate End Date	One day before the event

6. Click OK to return to the Edit Program Enrollment page.

7. Click Save and Close to return to the Programs tab.

Processing the Open Event

Use the Evaluation and Reporting work area to complete these steps with the default values for fields unless the steps specify other values.

1. Select the Processes tab.

2. In the Evaluate Scheduled Event Participation row of the Evaluation Summary Process Life Events table, click the Submit icon button.

3. In the Parameters section, complete the fields as shown in this table.

   Field	Value
   Effective Date	The first day of the open enrollment period, for example, November 1, 2015
   Life Event Occurred Date	The first day of the new plan year, for example, January 1, 2016
   Life Event	Open

4. Select additional parameters to limit processing to a test population.

5. Click Submit.

6. In the Monitor Process Request section, search for the process that you submitted and verify that it completed successfully.

7. Click the View Report icon button of the process that you submitted.

8. On the process details page, check the Results section to see how many worker records processed successfully and how many processed with errors.

   Click the number to view details about the specific worker records that processed.

9. In the Benefits Service Center page of any worker in the processed test population:

   1. Click the Enrollments task.

   2. Verify that the new InFusion Vision plan appears as an electable choice.