Plans

The Plans zone lists the plans which are defined in the policy. It contains the following columns:

Column Name	Column Description
Plan Information	Displays information about the policy plan. In addition, a context menu appears corresponding to this column which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Policy Plan screen appears where you can view the details of the respective policy plan.
Price Item Information	Indicates the price item to which the policy plan is directly associated. Note: It has a link. On clicking the link, the Price Item screen appears where you can view the details of the respective price item.
Plan Number	Displays the plan number.
Plan Name	Displays the description of the policy plan.
Benefit Type	Indicates the type of health insurance plan. The valid values are: Commercial Medicare Affiliated
Start Date	Displays the date from when the policy plan is effective.
End Date	Displays the date till when the policy plan is effective.
Edit	On clicking the Edit () icon, the Plan screen appears where you can edit the details of the policy plan.

You can define a new policy plan by clicking the Add link in the upper-right corner of this zone. On clicking the Broadcast () icon corresponding to a policy plan, the Memberships zone appears.

You can filter the list using various search criteria (such as, Price Item, Plan Number, and Effective From) available in the Filter area. By default, the Filter area is hidden. You can view the Filter area by clicking the Filters () icon in the upper-right corner of this zone.

Related Topics