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Type:
Enhancement
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Status: Product Backlog
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Priority:
Medium
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Resolution: Incomplete
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Affects Version/s: None
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Fix Version/s: None
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Component/s: None
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Labels:None
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Module:BenAdmin - Enrollment
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Reported by:Client
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Company:Floyd
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Item State:Development - Development Backlog
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Issue Importance:Must Have
Issue Reported :
EOI approvals do not work properly on the STD plans. Here is an example from Floyd. Mr. Bettler applied for $4,000 in STD during OE. He was approved by the carrier. The BM went into the EOI pending area and approved the coverage. The EOI pending area does not capture the sub-plan that he chose. So the approval comes through on the confirmation with no sub-plan and thus no rate will calculate. Additionally, sub-plan enrollments are not indicated in the enrollment details in the history so there is no way to know what he chose during OE other than to call him and hope he remembers all these weeks later.
I have prior emails regarding this issue with sub-plans not being managed or recorded in all parts of the system. Getting them to show in the history is very important as if we could see it there, then we could manually manage the EOI but this leaves us stuck. All clients have this same sub-plan STD structure so this affects everyone.
Alankar's reply to client :
Hello Jennifer,
We observed STD plans records for employee 'Donald Bettler' through back end and employee's view history.
• Employee's STD plan enrollment request went for pending EOI ( OE - 01/01/2016 ) with selected coverage as $4000
• Admin accepted the same request with approved amount as $4000 with Effective Date 02/01/2016
• Also, enrollment done on the same plan through QE 'Admin Change' effective from 02/01/2016 with coverage amount as $4000( this time request did not went for pending EOI as per the GI amounts set for Admin Change QE at plan customization level )
As far as showing & keeping records for the respective Sub Plans is concerned - currently system does not show them on View History as well as on Pending Queue. It is shown on Confirmation Statement [ refer screenshot ]
In these menus, only the parent name ie, STD will be shown.
Please let us know do you need any further information in this. Showing sub plans will need development.
Thanks & Regards,
Alankar Chavan