This page (revision-46) was last changed on 07-Jul-2022 14:44 by Karen Parrott

This page was created on 26-Nov-2021 10:22 by KateN

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Version Date Modified Size Author Changes ... Change note
46 07-Jul-2022 14:44 25 KB Karen Parrott to previous
45 26-Nov-2021 10:22 24 KB kparrott to previous | to last
44 26-Nov-2021 10:22 24 KB kparrott to previous | to last
43 26-Nov-2021 10:22 24 KB kparrott to previous | to last
42 26-Nov-2021 10:22 24 KB kparrott to previous | to last
41 26-Nov-2021 10:22 23 KB kparrott to previous | to last

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IBPN
IBPN

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At line 9 changed one line
;[Entity|ENTITY_CODE]:The Entity field identifies the organization to which this plan is restricted. This field may be left blank if there is no restriction. Entity from [P2K_CM_ENTITIES] is an optional 16-character alphanumeric field you may manually enter or use the LOV (F9).
;[Entity|ENTITY_CODE]:The Entity field identifies the organization to which this plan is restricted. This field may be left blank if there is no restriction.
At line 11 changed 3 lines
;[Plan Type|PLAN_TYPE_CODE]:This field indicates the plan type that categorizes this plan. Plan_Type_Code is a mandatory 16-character alphanumeric field you must either manually enter or use the LOV (F9).
;[Plan|PLAN_CODE]:Plan is a user-defined code uniquely identifying the plan to the organization. Plan_Code is a mandatory 16-character alphanumeric field you must manually enter.
;[Description|DESCRIPTION]:This field provides a user-defined description of the benefit plan. Description is an optional 50-character alphanumeric field you may manually enter.
;[Plan Type|PLAN_TYPE_CODE]:This field indicates the plan type that categorizes this plan.
At line 15 changed 3 lines
;[Plan Established|ESTABLISHED_DATE]:This is the date the plan was first established at the organization. Established_Date is an optional date field you may manually enter.
;[Plan End Date|END_DATE]:This is the date after which dependent coverage or beneficiary. End_Date is a mandatory date field you must manually enter.
;[Calc Seq #|CALCULATION_SEQUENCE]:This field determines the order in which the plan will be processed by the benefit calculation. Calculation_Sequence is an optional 5-digit numeric field that will default from the Plan Type ([IBPT]) form but may be overridden by you.
;[Plan|PLAN_CODE]:Plan is a user-defined code uniquely identifying the plan to the organization.
At line 19 changed 6 lines
;[Policy #|POLICY_NUMBER]:This field supplies the insurance policy number assigned by the insurance carrier. Policy_Number is an optional 30-character alphanumeric field you may manually enter.
;[Calendar|CALENDAR_CODE]:This field provides the user-defined calendar code, which uniquely identifies the calendar by which the plan must be remitted. Calendar_Code is a 16-character alphanumeric mandatory field you must manually enter or use the LOV(F9).
;[Participation|PARTICIPATION_RULE]:This field indicates whether participation in a benefit plan or coverage is mandatory or optional. The participation rule on the plan definition is used as a default entry to the benefit schedule. Only the participation rule from the benefit schedule is enforced. Participation_Rule is an optional fixed lexicon ([X_PARTICIPATION_RULE]) that you may use to look up the value.
;[Access_Code|PLAN_ACCESS_CODE]:Plan Access is a security feature providing the ability to control access to different types of benefits information. Plan_Access_Code is an optional fixed lexicon ([X_SECURITY_ACCESS]) that you may use to look up the value.
;[Not Scheduled|NOT_SCHEDULED]:If the ‘Not Scheduled’ toggle is ON, then this plan may be added to the Benefit Election form ([IBEL]) without being placed on the Benefit Schedule ([IBSC]). If the toggle is OFF, the plan must be on the schedule to allow employee to elect it. Not_Scheduled is an optional toggle field.
;[Track Decline|TRACK_DECLINE]:If the ‘Track Decline’ toggle is ON, a form is created in the enrollment file when an employee declines coverage under a plan. If the toggle is OFF declined benefits are not tracked. Track_Decline is an optional toggle field.
;[Description|DESCRIPTION]:This field provides a user-defined description of the benefit plan.
;[Plan Established|ESTABLISHED_DATE]:This is the date the plan was first established at the organization.
;[Plan End Date|END_DATE]:This is the date after which dependent coverage or beneficiary.
;[Calc Seq #|CALCULATION_SEQUENCE]:This field determines the order in which the plan will be processed by the benefit calculation.
;[Policy #|POLICY_NUMBER]:This field supplies the insurance policy number assigned by the insurance carrier.
;[Calendar|CALENDAR_CODE]:This field provides the user-defined calendar code, which uniquely identifies the calendar by which the plan must be remitted.
;[Participation|PARTICIPATION_RULE]:This field indicates whether participation in a benefit plan or coverage is mandatory or optional. The participation rule on the plan definition is used as a default entry to the benefit schedule. Only the participation rule from the benefit schedule is enforced.
;[Access_Code|PLAN_ACCESS_CODE]:Plan Access is a security feature providing the ability to control access to different types of benefits information.
;[Not Scheduled|NOT_SCHEDULED]:If the ‘Not Scheduled’ toggle is ON, then this plan may be added to the Benefit Election form ([IBEL]) without being placed on the Benefit Schedule ([IBSC]). If the toggle is OFF, the plan must be on the schedule to allow employee to elect it.
;[Track Decline|TRACK_DECLINE]:If the ‘Track Decline’ toggle is ON, a form is created in the enrollment file when an employee declines coverage under a plan. If the toggle is OFF declined benefits are not tracked.
At line 36 added one line
At line 28 changed 4 lines
__Elections__
;[Plan Election Set|PLAN_ELECTION_SET]: This field stores the plan election set the plan is tied to. This field is only to be used for Open Enrollments. The plans within the Plan Election Set must be part of the same plan type. Since Plan Election Sets are used when plans are mutually exclusive of one another, they can only be implemented if the client already restricts the employees to only enroll into one plan. This field is tied to the lexicon [X_PLAN_ELECTION_SET].
;[Open Enroll Allowed|OPEN_ENROLLMENT_ALLOWED]:If the benefit plan is to be included in the Open Enrollment process then the Open Enroll Allowed field must be populated with either ‘Always Open’ or ‘OE Periods Only’. Always Open will ensure that the benefit plan is always open to employees to elect into. OE Periods Only ensures that the benefit plan is only open during the OE Period. If the benefit plan is never to be used by the Open Enrollment process then select ‘Never Open’. This field is tied to the lexicon [X_BE_OE_ALLOWED].
!Elections
;[Plan Election Set|PLAN_ELECTION_SET]: This field stores the plan election set the plan is tied to. This field is only to be used for Open Enrollments. The plans within the Plan Election Set must be part of the same plan type. Since Plan Election Sets are used when plans are mutually exclusive of one another, they can only be implemented if the client already restricts the employees to only enroll into one plan.
;[Open Enroll Allowed|OPEN_ENROLLMENT_ALLOWED]:If the benefit plan is to be included in the Open Enrollment process then the Open Enroll Allowed field must be populated with either ‘Always Open’ or ‘OE Periods Only’. Always Open will ensure that the benefit plan is always open to employees to elect into. OE Periods Only ensures that the benefit plan is only open during the OE Period. If the benefit plan is never to be used by the Open Enrollment process then select ‘Never Open’.
This page (revision-46) was last changed on 07-Jul-2022 14:44 by Karen ParrottTop