Session #1: General Set-Up: Open Enrollment Module
Click HERE to watch the video of the training session
Information / Knowledgebase Articles Covered:
- Chapter 44 Settings
- Utilizing Health Groups for Open Enrollment
- Attaching Plan Documents
- Adding Plan Comparison Details
- Open Enrollment Settings
Session #2: Setting up the health plans, testing and processing submitted forms
Click HERE to watch the video of the training session
Information / Knowledgebase Articles Covered:
- Setting the Plans that will be available in Open Enrollment
- Create dynamic lists for health plan eligibility
- Restriction Rules for Open Enrollment
- Special Eligibility rules for plans (Single Only first 4 years, Buy up option offered)
- Ghost Log-in to an Employees Portal Account
- Processing Open Enrollment Forms
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