Enrollment Rules

The Enrollment Rules section allows you to:

• set up a default user name and password for employees wishing to enroll, or who aren't yet in the system.

• establish and maintain enrollment rules and settings, such as open enrollment periods and benefit plans, and applicable enrollment bracket codes.

Default Login:

The Enrollment Rules screen first allows you to enter a default login and password. The login and password is used when an employee is not in the healthcare management system. You can give the default login and password to all employees requiring access to the application in order to enroll. The default login and password allows the employee to login to the application and submit an enrollment request. You can then review the request, and if you approve the request, the employee will be enrolled. Once the employee is enrolled, the employee will login using employee specific credentials.

Enrollment Notification E-mail:

In the Enrollment Notification E-mail field, you will enter the email address of the person that is to be notified each time an enrollment request is submitted for review. If an email is not provided, enrollment alert messages will not be sent.

Enrollment Rules Options

Enrollment Rules Listing allows you to select an existing enrolment rule, and perform one of the five enrollment rules options:

• View  allows you to view the selected rule  in "Read Only" mode, changes are not allowed.  

• Edit  allows you to change or modify the rule.  

• Add  allows you to view a blank rule screen, configure options and save.  

• Copy  allows you to view an existing rule, change the rule name and other options, and save.  

• Delete  allows you to delete or permanently remove the rule from the database.  

Note: You can only select one enrollment rule at a time. Once selected, you can perform any of the above options.

Enrollment Rules Screen

There are several sections within each enrollment rule:

• Rule Information

  The Rule Information section allows you to define a rule name. This section also lists the date and time of last modification and the name of the user that last modified the rule.

• Enrollment Settings

  The Enrollment Settings section allows you to define/view the open enrollment period, benefit effective dates, and to calculate the employee effective dates (in days).

  Additionally, you can review enrollments which allows sponsor review (highly recommended).

• Enrollment Bracket Codes

  Enrollment Bracket Codes assist in presenting certain benefit plans to a specific group of employees. For example, you have total of 20 benefit plans.  You want to offer one group of employees five of those plans, and another group ten of the plans. You can define two bracket codes - each associated with the applicable benefit plans.

  You can also use bracket codes when you want to offer benefit plans based on location.

  Enrollment Bracket Codes are user defined, composed of letters, numbers and dashes or underscores.

  Compose a bracket code that employee's can easily remember, but difficult for others to guess.

  Four bracket code fields are displayed as a default. However, you can enter up to eight bracket codes using the Add button.

  The bracket code is only required during the enrollment process IF more than one bracket is specified to a benefit plan. If only one bracket code is specified, employees will not be required to provide bracket code information during the enrollment process.

• Benefit Plans

  Benefit plans are displayed according to information in the insurers healthcare and benefits management system. Each benefit plan can be clicked to view more specific information about the plan. Options include:

  • coverage types available for selection by the employee

  • costs of various coverage types

  • costs deducted or due (per month, pay period, or year)

• Supplemental Insurance Products

  Additional information, such as, a description about the product (disclaimer) can be entered and saved.

  This information is displayed if the employee selects the product during the enrollment process.