Dynamic Plan Designer Quick Start Guide

Step 1: Enter Employer

• Choose Prospect or Client (add new)

• Enter employer details

• Click “Create & Open”

Step 2: Enter Coverage Period

Information

• From the Employer menu, click “Add

New” under Coverage Periods

• Enter in the name and dates for the

existing coverage period

o The Renewal Coverage Period

will base off the dates entered in

Existing Coverage Period

• The Coverage Period Names are based

on the date ranges (usually a plan year)

o EXAMPLE: 2012 Renewal

o Change names to match the date

range used in the Coverage

Periods.

o Click “Create” after the names

and dates of existing and

renewal coverage period are

entered.

Step 3: Enter Enrollment Types

• The default enrollment types are

Employee Only and Family

• Click the “+” on available enrollment

types to add additional types

• Enrollment Types can also be removed

by clicking the “-“

• Use the maximum number of

enrollment types that will be used in

coverage period.

• Click “Finish”

Step 4: Enter Existing Coverage

• Note the Empty Plan Group

• Click the “+” in the tab to add a Plan

Design to the Current Plan Group

• Search for an existing medical plan or

add a new one to the database

• Click “Next” when the medical plan is

selected (or created)

• Select or Add New Rx Plan (optional)

• Enter Premiums, click “Apply”

• Enter Enrollment Counts, Click “Finish”

• Enter Premium Share by clicking

Premium Share. NOTE: Premium Share

Defaults to 100% Employer.

• Choose the Premium Share Strategy on

the left side drop down box

• Enter the value by enrollment type or

enter a % at the top and click “Apply to

All Enrollment Types”

Note: Premium Share is used both to enter

the premium split between employer and

employee, AND to determine method to use

when the Plan Designer creates Renewal,

Renewal at Budget, as well as when the solve

to budget function is used.

• When Finished with Premium Share,

click “Back to Plan Design” to return to

the dashboard

• After all existing plan designs have

been entered, with premium share and

any funding (HRA, HSA) click “Finished

Entering Current Plan Designs”

Step 6: Enter Goals and Assumptions

• When finished entering Current

Plan Designs, Budget Goals, and

Renewal assumptions will create

the Renewal and Renewal at Budget

Plan Groups

• Under Define Budget, choose

Maintain, Specify, or Increase by.

The default is “Maintain Prior”

which is based on the current plan

costs. The budget is displayed in

the upper right hand corner.

• Enter Renewal Premiums for the

current plans by either entering an

estimated percentage at the top, or

entering actual renewal numbers by

clicking on Renewal.

• When finished entering estimated

or actual renewal, click “Go to Plan

Designs” at bottom right of screen

• After finishing entering goals and

assumptions, the Plan Designer will

return to the “Dashboard View”.

• Current, Renewal and Renewal at

Budget will be displayed along with

a blank proposed plan group to

enter proposed options.

• Click on the Blue Plan Group Bars to

reveal and conceal plan designs in

that plan group.

Note: Renewal and Renewal at Budget are Virtual Plan Groups built upon the current plans, and the data

entered in the goals and assumptions. Renewal and Renewal at Budget cannot be edited.