Benefits

Follow these steps to set up a benefit program:

O = Optional
M = Mandatory

Step 1 Define Program/Plan Year Periods (M)

Step 2 Define Life Event Reasons (M)
Step 3 Define Goods and Services (O)
Step 4 Define Rate/Coverage/Premium/Eligibility Factors (O)
4.1 Define Benefits Balance
4.2 Define Derived Factors
4.3 Define Postal/Zip Codes
4.4 Define Service Areas
Step 5 Define Participant Eligibility Profiles (M)
Step 6 Define Dependent Eligibility Profiles (O)
Step 7 Define Plan Types (M)
Step 8 Define Options (M)
Step 9 Define Basic Plan Info (M)
Step 10 Define Basic Program Info (M)
Step 11 Define Program Enrollment Info (M)
Step 12 Define Plan Enrollment Info (O)
Step 13 Define Plan Reimbursement (O)
Step 14 Define Element Types (M)
Step 15 Define Variable Rate/Coverage Premium Amounts (O)
Step 16 Define Coverage Calculations (O)
Step 17 Define Actual Premiums (O)
Step 18 Define Standard Rate Calculations (M)
Step 19 Define Flex Credit Calculations (O)
Step 20 Define Benefit Pools(O)