8.1 Creating Plan Models

To create a new Plan Model, click the Analysis and Reporting tab at the top of the page. A list of recent reports is displayed with a link labeled New Plan Model:

Create-plan-model

The subsequent screen allows a group, plan, time period, plan template to be specified.

New-plan-model

When you select a group, the plan year is displayed toward the bottom of the page along with the group's first and last paid claim dates.

  1. The group or organization to analyze.

  2. The division or child organizations will display once the group or organization is chosen. All or specific child organizations/divisions can be selected.

  3. The time period to analyze; Only claims within the range specified (incurred) will be included in the analysis. This value can be adjusted after the report has been created.

  4. Select a Plan Template. Plan Models that were saved for the selected group can be used as a template for new models. The new model will have all of the same plan settings as the template model.

  5. The list of available coverage areas to choose from will be displayed. By default, all coverage areas are included. Use the check boxes to exclude specific coverage areas from the analysis. This value can be adjusted after the report has been created.

  6. The list of available plans to choose from will be displayed. By default, all plans are included. Use the check boxes to exclude specific plans from the analysis. This value can be adjusted after the report has been created.

  7. The create button will generate the report with the information selected above.

Click the Create button once the report is configured appropriately. The Base Plan Design Options screen will be displayed, allowing the additional plan design options to be customized.