Field Reference for Plan Comparison Template Values

This topic provides you details of fields that you need to use to set up a plan comparison template. This information applies to fields on the Configure Benefit Plan for Comparison page in the Setup and Maintenance work area.

Plan Comparison Template Value	Details
Template Type	Based on the country that you have selected, select the template type that you previously created.
Estimated Cost Period	Decide how you want to express the estimated cost during plan comparison. For example, if you want your participants to see a monthly representation of the estimated cost, select Estimated Monthly Cost from the drop-down list. If you want to see a new estimated cost in the drop-down list, add it to the extensible lookup Estimated Cost Period (ORA_HRC_COMP_HD_TYPE).
Template Name	Give your template a meaningful name, such as US Medical 2021-2026. A meaningful name and description that includes the dates will help you identify the template later if you create several templates over the years.
Start and End Dates	Define the period for which the template is valid. Typically, templates don't change that often. It's a good practice to create templates that span a number of years, say five years. If there are no significant changes to the templates and you want to continue using them, you can extend the end date of the template.
Use groups to organize features	Select this check box if you want to display plan features in groups.
Use plan options	Select this check box if you want your participants to see the plan options during comparison. If you select this check box, you also need to select the relevant option group that contains the names of the options.
Use categories	Select this check box if you want your participants to see the plan categories during comparison. If you select this check box, you also need to select the relevant category group that contains the names of the categories.
Use features	Select this check box if you want your participants to see the plan features during comparison. If you select this check box, you also need to select the relevant feature group that contains the names of the features.
Create Plan Highlights section	You create plan highlights if you want participants to see some key features of the plan before they examine other details. For example, free preventive health care. Click Add to add more highlights. You can add up to five highlights for a plan. You can reorder the highlights using the Move Up and Move Down arrows. The highlights appear in the same sequence during plan comparison.
Feature Groups	Enter a name and description for the feature group, if you want to group the features for your participants. If you decide to use groups, you can include features only within groups, and not outside. Ensure that you have selected the Use groups to organize features check box in the Enter Basic Details tab to create the feature group. Participants see the description during plan comparison. You can reorder the feature groups using the Move Up and Move Down arrows. The feature groups appear in the same sequence during plan comparison.
Feature Title, Description	Create the features that your plans offer. The features depend on factors like the type of plans being offered and the country. For example: Coinsurance Calendar Year Deductible Deductible Type Calendar Year Out-of-Pocket The description that you enter appears when participants click Help during the comparison. You can reorder the features using the Move Up and Move Down arrows. The features appear in the same sequence during plan comparison. Also, you can hide a feature if you don't want to display it during the comparison.
Options	Ensure that you have selected the Use plan options check box in the Enter Basic Details tab to display the options at the feature level. The option names will appear when you add plans to this template using the Configure Benefit Plans for Comparison page. On that page, you can add values for the options.
Categories	You select the Categories check box if you want to further categorize the details of a particular feature. For example, if you create a feature for Calendar Year Deductible, and select Category, you can enter the values for those categories, such as Network and Non-Network, when you create the plans within this template. Ensure that you have selected the Use categories check box in the Enter Basic Details tab to display the categories at the feature level. You can define some features with options and the others with categories. Though this is valid, the definition of the individual feature needs to be the same across your plans for you to compare the plans. For example, the feature Calendar Year Deductible could have the following options: Employee and Family Not Covered Employee and Spouse Not Covered Employee only Covered The feature Coinsurance could have the following options: Network covered Non-network covered
Footnotes, Short Name	Enter footnotes to provide additional information to the participants during plan comparison. For example, you might need a footnote on a particular feature across all plans, or only one plan. Enter a meaningful title and short name for the footnote. You use the short name to link this footnote to the relevant feature when you add a plan.