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:
|
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. |
Note: Pagination is used to display limited number of records in this
zone. You can use the navigation links, such as Previous and Next to navigate between pages.
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.
Note: Ideally, you define plans in a policy which is created using
a policy type where the policy category is set to Fully-Insured
Group or Fully-Insured Individual.
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
For more information on... | See... |
---|---|
How to define a plan for a fully-insured group policy | Defining a Plan for a Fully-Insured Group Policy |
How to edit a plan of a fully-insured group policy | Editing a Plan of a Fully-Insured Group Policy |
Memberships zone | Memberships |
How to view the plans of a fully-insured group policy | Viewing the Plans of a Fully-Insured Group Policy |
How to view the memberships of a fully-insured group policy plan | Viewing the Membership Details of a Fully-Insured Group Policy Plan |