Add_Remove_Plans Segments_from_a_Class
Plan Class Segments displays the list of PlanSegments the member is eligible to enroll in on the basis of their membership to the class. A Plan Segment defines the Coverage levels of the Plan. Users can attach one or more Plan Segments to a Class within a Class Group as well as remove associations between a Plan Segment and a Class.
How it Works
Users may attach one or more Plan Segments to a Class and also remove the Plan Segment from the Class by removing the association. Adding an association between the Plan Segment and a Class entails data entry of an Active From Date identifying when the association begins. Removing an association between the Plan Segment and a Class entails data entry of a Termination Date (Active To Date) identifying the end of the association.
Plan Segment Name Class Screen
Class SegmentUpon selecting the Class, the user selects the Class Segments tab to display all Plan Segments Associations to the Class.
Once you select a Sub-Plan/Segment within the listing, you are presented with ClassSub-Plan Details, Plan Coverage Details, and Class Plan Participants.
- Class Sub-Plan Details: displays specific Class Segment association data fields such as Type (for example, Billing, Eligibility, Reporting), Effective and Expiration Dates.
- Plan CoverageDetails detailed information of the Sub-Plan such as the Plan Name, Segment Name, Active From and To dates, displayed as read-only.
- Class PlanParticipants: displays the enrolledSub-Plans (Members) associated to the Class and Sub-Plan (Coverage/Segment). The participants listing is based on those policies that have a Plan Coverage (Segment) with a role code for that of the 'Sponsor' which is also considered an Employee.
NEED SCREEN SHOT AS THE TABS STILL REFLECT CLASS SEGMENT DETAILS, SEGMENT DETAILS, AND CLASS SEGMENTPARTICIPANTS
The Plan Segment Name Class Screen houses a button "Attach Segments" where you can view the Sub-Plans / Segments available and attach additional Sub-Plans to the Class.
Attach a Plan Segment To A Class:
When attaching a new Sub-Plan to a Class, you are presented with the PlanCoverageScreen In order to view eligible Sub-Plans based on Effective Date. A checkbox and OK button implement the attachment of the Sub-Plan to the Class. User data entry fields permit filtering of the Sub-Plan Screen by entering the Effective Date, Active From Date to document/capture the creation date of the association, and ActiveToDate if there is an applicable expiration date for the association. ActiveTo can be blank or left empty to signify the association is still valid/in effect. Multiple Sub-Plans can be attached simultaneously.
Sub-Plans Screen / Plan Coverage Screen:
When the "Attach Segments" button is selected, you are presented with the Plan Coverage Screen) where all eligible Sub-Plans are displayed by Effective Date. Sub-Plans currently attached are excluded from the display listing. From the list of eligible Sub-Plans, a checkbox is provided for selection to implement the association to the Class. The OK button confirms all the checked/selected Sub-Plans are committed to the Class. A Cancel button is available if you wish to abort the process/association at any time.
There are 3 user data entry fields on the Sub-Plans Screen / Plan Coverage Screen:
- EffectiveDate: filters the Sub-Plans listing of eligible Sub-Plans.
- ActiveFrom: indicates the inception date for the association. If ActiveFrom is blank or empty, a validation triggers upon the user selecting OK to indicate ActiveFrom is required to successfully associate the Sub-Plan to the Class. If multiple Sub-Plans are selected they will all be effective for the specified ActiveFrom date designated by the user. If you wish to create associations based on different effective dates, you must select the Sub-Plans individually, enter the applicable date(s), and select OK.
- ActiveTo: indicates the end or expiration of the association. If ActiveTo is left blank or empty, the association is still in existence.
Steps To Add Plan Segments:
- Select the Attach Segments Button on the Plan Segment Name Class Screen.
- The Plan Coverage Screen will display to the user. Click to Attach one/multiple available / eligible coverages.
- Note: If you wish to have varying Effective Dates for Coverage, implement/attach each coverage/segment individually.
- Enter the ActiveFrom Date in the Association Details Screen.
- Select Save.
Plan Segment Name Class Screen
Plan Coverage Screen
Note: Sub-Plans / Coverage / Segments already attached to the Class will not display in the Plan Coverage listing.
Associate Plan Segment To Class
Newly Added Plan Segment - Attached to the Class
Remove a Sub-Plan Association / Segment From A Class:
Once the Sub-Plan / Segment is attached to the Class, to remove the association, highlight the Plan Segment in the listing, then utilize the short-cut (right-click) menu and select "Remove Association". The removal of the association allows you to enter a specific date for ending the association. Validation is provided to ensure the deletion/removal is the definitive course of action.
Steps To Remove / Terminate Plan Segments:
- Select the Segment within the Plan Segment Name Class Table you wish to terminate.
- Utilize the short cut (right click) menu for the Segment and select Remove Association.
- Select OK when asked "Would you like to delete coverage?"
- Confirm the coverage / segment is no longer present on the Plan SegmentName Table.
Remove Association Plan Segment From Class
Remove Association Plan Segment > Confirm
Terminated Plan Segment > No longer on Segment Table Display
Note: A class may not be established for the purpose of eligibility and therefore, not related to any plan. For example, a Class may be established for billing or reporting purposes. In this case, you will not witness the display of any Plan Segment associations to the Class.
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