7.1 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:

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

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.

The group or organization to analyze. Selecting a group organized by division or child organization will display a separate list where you can select all child organizations or a specific one.
The time period to analyze; only claims within the range specified will be included in the analysis. You can adjust this value after the report has been created.
You may be presented with a list of plans and coverage areas. By default, all plans and coverage areas are included. Use the check boxes to exclude specific plans or coverage areas from the analysis.
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.

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