Adding the Plan Details for a Geographic Rating Area

Prerequisites

To add plan details for a geographic rating area, you should have:

  • Policy and plan defined in the application.

  • Source system defined in the application.

  • Health plan defined in the application.

Procedure

To add plan details for a geographic rating area:

  1. Ensure that the Plan Details section is expanded when you are defining or editing the geographic rating area information.
    Note: If you want to use the geographic rating area for a fully-insured group and individual businesses, you need to specify policy number, plan number, and source system fields. You can specify the health plan only when you want to use the geographic rating area for a fully-insured individual membership.

    The Plan Details section contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Policy Number Used to specify the policy number which is associated with the geographic rating area. No
    Plan Number Used to specify the plan number of the policy. No
    Health Plan Used to specify the health plan which is associated with the geographic rating area.
    Note: You need to specify the health plan, if you want to use the geographic rating area for a fully-insured individual membership.
    		 No
    Source System Used to specify the name of the external system from where the policy is originated. No
  2. Enter the required details in the Plan Details section.
  3. If you want to define more than one plan information for the geographic rating area, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a plan information from the geographic rating area, click the Delete (The Delete Icon) icon corresponding to the policy number column.

Related Topics

For more information on... See...
How to edit a geographic rating area Editing a Geographic Rating Area