presentation screen quick guide

3
PRESENTATION SCREEN #1 Coverage Period Overview Click on Plan Group to select detail. Budget displayed vertically for easy reference of plan group costs to budget. Click on Plans to display up to four plans in the group in the PG Summary Screen (#2) Plan Group cost shows employer premium cost vs. funding cost. The Coverage Period Overview (CPO) is the first of three presentation screens. It allows you to outline the presentation by illustrating the employer cost of current, renewal, and proposed plan groups in reference to the budget. By selecting each plan group, you are able to reveal plan group notes, and a variant to the current cost. This is also where you can reveal plans in the group or display to groups in the Plan Group Presentation Screen (#2). Click on Groups to select which groups you display in the CPO Presentation Screen. Click COMPARE to select a 2 nd Plan Group to display in the PG Summary Screen (#2)

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A summary of each of the three built-in Dynamis presentation screen

TRANSCRIPT

PRESENTATION SCREEN #1 – Coverage Period Overview

Click on Plan Group

to select detail.

Budget displayed

vertically for easy

reference of plan group

costs to budget.

Click on Plans to

display up to four plans

in the group in the PG

Summary Screen (#2)

Plan Group cost shows

employer premium cost

vs. funding cost.

The Coverage Period Overview (CPO) is the first of three presentation screens. It allows you to outline the presentation by illustrating the employer

cost of current, renewal, and proposed plan groups in reference to the budget. By selecting each plan group, you are able to reveal plan group notes,

and a variant to the current cost. This is also where you can reveal plans in the group or display to groups in the Plan Group Presentation Screen (#2).

Click on Groups to

select which groups

you display in the

CPO Presentation

Screen. Click COMPARE to

select a 2nd

Plan Group

to display in the PG

Summary Screen (#2)

The Plan Group Summary is the 2nd of the three presentation screens. The Plan Group Summary allows display of up to two plans in two different Plan

Groups. This is intended to bring clarity to the employee impact of the plan design, while provided added detail about the selected plan.

Employee impact

illustrated with

vertical columns.

EE Max Cost is sum

of employee annual

premium + Net Out

Of Pocket Costs.

Selected Plan has

detail breakdown of

single / family in the

Detail Box. Click on

Family to switch

columns to reflect

family perspective.

Click on Plan Group

Type to replace with

different Plan

Group.

Check View

Combined

Enrollment to see

costs displayed in

combined

enrollment format.

Click on Carrier

Premiums to

expand the carrier

premium detail.

Click column to

select plan. Details

of Net OOP

Maximum is

revealed below.

PRESENTATION SCREEN #2 – Plan Group Summary

Click COMPARE to select a 2nd

Plan to compare against the selected plan

PRESENTATION SCREEN #3 – Plan Vs. Plan Analysis

The Plan Vs. Plan Analysis is the third of the three presentation screens. This screen compares two individual plan designs side by side. As opposed to

the Plan Group Summary Screen, the Plan Vs. Plan Analysis calculates the differences between the plans to show financial impact of the option.

Click on Plan to

replace with

different option

Toggle between

Single and Family

Perspective

Clicking on each line

item shows the

difference between

plans for that item

Employee Max Cost

difference annualized

over the entire

population; quantifying

the total impact

between the two plan

designs

Use combined

enrollment to

isolate plan designs

for comparison

across total

population rather

then current

enrollment counts