Quick Create for Plans

Quick create plan functionality defines essential configuration for benefits plans. You can quickly set up basic details of options with rates within the plan setup, saving significant time.

Consider the following aspects of quick create plan functionality while deciding whether this method is appropriate for configuring a particular benefits plan:

• Advantages of Quick Create Plan

• Automatic plan settings

• About editing saved plans

Advantages of Quick Create Plan

Click Quick Create Plan on the Manage Benefit Plan Details page of the Plan Configuration work area to:

• Set up essential plan configuration.

• Set up temporary plans for.

  • Testing and proof of concepts

  • Confirming understanding of plan configuration requirements

  • Supporting agile development techniques

  • Presales customer demonstrations

• Create and attach objects without exiting to other tasks, as shown in the following table.

  Object	Outside Task
  Plan type	Manage Plan Types
  Options	Manage Plan Options
  Option in plan level employee and employer standard rate flat amount	Manage Benefit Rates
  Option in plan level coverage flat amount	Manage Benefit Plan Coverage

Automatic Plan Settings

The quick create plan configuration includes the following automatic settings.

Field	Default Value
Status (plan)	Pending
Status (associated options)	Active
Type (associated rates)	Standard
Type (associated coverage)	Standard
Year Periods	Range of two years before and one year after the current year
Year Period Type	Calendar
Required (associated eligibility profile)	Not selected
Enrollment Rule	Current - can keep or choose; new - can choose
Plan Function	Regular
If Usage is In program	Enable unrestricted enrollment is clear
If Usage is Not in program	Enable unrestricted enrollment is selected

Enabling unrestricted enrollment sets the following field values automatically.

Field	Default Value
Rate Start Date	Event
Coverage Start Date	Event
Previous Rate Start Date	One day before event
Previous Coverage Start Date	One day before event
Life Event (on Enrollment page)	Unrestricted
Enrollment Period Start Date	As of Event Date
Enrollment Period End Date	As of Event Date
Close Enrollment Period Date	When elections are made

The following aren't set automatically:

• Dependent or beneficiary designation

• Primary care physician designation

Edit Saved Plans

To edit existing plan configurations, use the Manage Benefit Plan Details configuration guided process. With this process, you can also add definitions that you didn't or couldn't specify during the quick create process.

After retrieving a quick create plan, you can:

• Change plan status.

• Add predefined options and change option status.

• Add plan year periods for fiscal years.

• Add or remove standard rates, and add imputed rates and variable rates.

• Add or remove standard coverages, and add variable coverages.

• Add or remove eligibility profiles.

• Configure requirements for:

  • Scheduled and life event enrollment

  • Certifications

  • Dependent and beneficiary designation

  • Primary care physician designation

Add Additional instruction Text

You can add additional instruction text for plans and options, in the Instruction Text field, when you add or edit a plan or option in the Plan Configuration work area. For example, when you group multiple plans within one plan type, it's useful for employers to have the ability to provide additional text at the plan or option level.