Example: Add Expanded Details for Medical Plans

This example illustrates how to set up the expanded plan details that employees can view when selecting their health care plans during an enrollment event.

You want to display the details for an existing medical plan during open enrollment. You configure the expanded plan details for the PPO medical plan.

Create a medical plan called Medical - MyMedical PPO
with a flat rate.

Security: Set Up: Benefits
in the Benefits functional area.

Access the

Edit Benefit Plan

task.

Select Medical - MyMedical PPO
from the

Benefit Plan

prompt that you created in the prerequisite step.

Select today's date from the

Effective Date

prompt to specify when the expanded plan details become available in the plan for enrollment events.

Click

In the

Expanded Plan Details

section, enter this informational text: This plan doesn't require a Health Savings Account (HSA).

Enter these values in the grid. Use the

Display Order

column to define the order in which you want the details to display for the employee.

Display Order	Expanded Plan Details	Coverage Details	Coverage Detail Type	Coverage Detail Value	Value Override
1	Coverage	~Individual (Network)~	Percentage	85
		~Individual (Non-Network)~	Percentage	40
2	Deductible	~Individual (Benefits)~	Number	3,000
		~Individual + DP/Spouse or Child(ren)~	Number	7,500
3	Out-of-Pocket Annual Maximum	~Individual (Benefits)~	Number	50,000
		~Individual + DP/Spouse or Child(ren)~	Number	75,000
5	Hospital	In Network	Percentage	85
		Out of Network	Percentage	40
4	X-rays/Medical Labs	~Individual (Network)~	Percentage	85	85. Doesn't include non-network technicians.
		~Individual (Non-Network)~	Percentage	40

Click

and

Done

Create Health Care Plans

Reference: Field Types for Health Care Expanded Plan Details

2022R1: What's New Post: Benefit Election Decision Support