Start a new topic

Marking forms new plan/group implementation vs. open enrollment

I would like to see an accommodation for the forms being checked as a new group/plan implementation vs. open enrollment.  Right now you can only put set a new plan as open enrollment and then the forms get checked as open enrollment. For a new plan implementation it would be nice to be able to select a box that this is a new plan/group implementation so that box gets checked on the forms.

2 people like this idea
1 Comment

We are planning on mapping change forms and including change form logic early in 2018. We'll review the system logic at that time to see if we can automate this. This would likely be another configuration option in the Plan Setup where the broker would confirm whether it was an initial enrollment/submission. 

Login or Signup to post a comment