Please review the list of plans currently up for renewal. Below are the steps that need to be taken based on the status next to each plan. All steps must be completed in order to complete the renewal process.
Step 1: Plan Review Ready
· You can renew or deactivate a plan by selecting the Edit icon. Each plan must be reviewed.
· To add a new plan select the ‘Add Plan’ button.
· To copy the plan details and tier structure of an existing plan select the ‘Copy Plan’ button.
Step 2: Plan Review Complete
· The plan has been reviewed and approved. A check mark will appear next to the plan. Each plan must be reviewed.
Step 3: Submit Rates
· Once all plans have been reviewed and approved, the ‘Submit Rates’ button will appear. Click this button to submit your renewal.
Step 4: Plan Submitted
· The plan information has been submitted.
Step 5: Plan Update in Progress
· The submitted plan information is in the process of updating. It can take up to 5 business days for the data to update.
Step 6: Participant Review Ready
· If you have current enrolled participants, click the ‘Participants’ button to review and make plan changes to participants.
Step 7: Participant Review Complete
· The participants have been reviewed and submitted.
Step 8: Client Renewal Complete
· You have successfully completed the renewal process.
