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  1. WORKTERRA
  2. WT-187

STD sub plans and EOI approvals not working - all clients

    Details

    • Type: Enhancement
    • Status: Product Backlog
    • Priority: Medium
    • Resolution: Incomplete
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: None
    • Labels:
      None
    • Module:
      BenAdmin - Enrollment
    • Reported by:
      Client
    • Company:
      Floyd
    • Item State:
      Development - Development Backlog
    • Issue Importance:
      Must Have

      Description

      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.

        Attachments

          Activity

          Hide
          deepalit Deepali Tidke (Inactive) added a comment -

          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

          Show
          deepalit Deepali Tidke (Inactive) added a comment - 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
          Hide
          rakeshr Rakesh Roy (Inactive) added a comment -

          Jennifer LeugersCan we close this request, if all set.

          Show
          rakeshr Rakesh Roy (Inactive) added a comment - Jennifer Leugers Can we close this request, if all set.
          Hide
          jennifer.leugers Jennifer Leugers added a comment -

          Hi all - please see additional comment from the Client.

          So many questions.... I am interpreting this to mean that they acknowledge that the pending EOI does not work when approving a sub-plan. That the sub plan enrollment does not show in history. There are no plans to fix it. There is no way and will never be a way to verify what sub-plan a person had in the past and if they changed to a new one. If the BM approves and EOI on STD, it will not record the sub plan and thus not calculate a premium. There is no where to look to confirm what someone intended once this occurs and enroll it manually.

          If I understand this write-up below, then this sub plan thing is seriously broken and you plan to leave it that way?

          Show
          jennifer.leugers Jennifer Leugers added a comment - Hi all - please see additional comment from the Client. So many questions.... I am interpreting this to mean that they acknowledge that the pending EOI does not work when approving a sub-plan. That the sub plan enrollment does not show in history. There are no plans to fix it. There is no way and will never be a way to verify what sub-plan a person had in the past and if they changed to a new one. If the BM approves and EOI on STD, it will not record the sub plan and thus not calculate a premium. There is no where to look to confirm what someone intended once this occurs and enroll it manually. If I understand this write-up below, then this sub plan thing is seriously broken and you plan to leave it that way?
          Hide
          rakeshr Rakesh Roy (Inactive) added a comment -

          Alankar ChavanPlease check.

          Show
          rakeshr Rakesh Roy (Inactive) added a comment - Alankar Chavan Please check.
          Hide
          alankar.chavan Alankar Chavan (Inactive) added a comment -

          Hello Swaraj Patil,

          As per our previous discussion on this, currently system does not show Sub Plan Name Entries on View History as well as on Pending Queue.

          Can you please take up ahead with development team ?

          In order to to have this - we will need development. Do let us know about the further plan.

          Show
          alankar.chavan Alankar Chavan (Inactive) added a comment - Hello Swaraj Patil , As per our previous discussion on this, currently system does not show Sub Plan Name Entries on View History as well as on Pending Queue. Can you please take up ahead with development team ? In order to to have this - we will need development. Do let us know about the further plan.
          Hide
          swaraj Swaraj Patil (Inactive) added a comment - - edited

          Hello Jennifer,

          Right now we are not showing sub plan on Pending EOI screen.This functionality was never present in system earlier. We have included this enhancement to development list. We will update you once we take this for actual development.

          Show
          swaraj Swaraj Patil (Inactive) added a comment - - edited Hello Jennifer, Right now we are not showing sub plan on Pending EOI screen.This functionality was never present in system earlier. We have included this enhancement to development list. We will update you once we take this for actual development.
          Hide
          Tkot Tracy Kot (Inactive) added a comment -

          Swaraj Patil
          Jennifer Leugers
          Amnesh Goel
          Hello, I am updating our Improvement Action plan for this client. Can you provide a status update for this issue?

          Show
          Tkot Tracy Kot (Inactive) added a comment - Swaraj Patil Jennifer Leugers Amnesh Goel Hello, I am updating our Improvement Action plan for this client. Can you provide a status update for this issue?
          Hide
          amnesh.goel Amnesh Goel (Inactive) added a comment -

          Tracy Kot This item is in development queue and we haven't picked this up yet.

          Show
          amnesh.goel Amnesh Goel (Inactive) added a comment - Tracy Kot This item is in development queue and we haven't picked this up yet.
          Hide
          rakeshr Rakesh Roy (Inactive) added a comment -

          Jennifer Leugers As per our understanding we have marked it as Must Have. Could you please check and confirm, whether it's required before OE or not.

          shyam sharmaSatyaDavid Rhodes

          Show
          rakeshr Rakesh Roy (Inactive) added a comment - Jennifer Leugers As per our understanding we have marked it as Must Have. Could you please check and confirm, whether it's required before OE or not. shyam sharma Satya David Rhodes
          Hide
          Tkot Tracy Kot (Inactive) added a comment -

          Pended STD coverage, once EOI approved. If they approve EOI that is when the rates get set to 0.00. we lose the sub plan (wait period plan chosen).

          Note: They have to create a QE enroll EE in coverage, make notes approve EOI
          Approve. YES this is URGENT. Incomplete programming on sub plans....
          it is 0.00 cost.

          Show
          Tkot Tracy Kot (Inactive) added a comment - Pended STD coverage, once EOI approved. If they approve EOI that is when the rates get set to 0.00. we lose the sub plan (wait period plan chosen). Note: They have to create a QE enroll EE in coverage, make notes approve EOI Approve. YES this is URGENT. Incomplete programming on sub plans.... it is 0.00 cost.
          Hide
          Tkot Tracy Kot (Inactive) added a comment -

          This impacts all Clarke, Floyd and Barrow for Clear Concepts...

          Show
          Tkot Tracy Kot (Inactive) added a comment - This impacts all Clarke, Floyd and Barrow for Clear Concepts...
          Hide
          shubhankar Shubhankar Joshi (Inactive) added a comment -

          Hi Satya, Tracy Kot has communicated that this ticket is required and is urgent. Could you get this scheduled for the upcoming sprint?

          Show
          shubhankar Shubhankar Joshi (Inactive) added a comment - Hi Satya , Tracy Kot has communicated that this ticket is required and is urgent. Could you get this scheduled for the upcoming sprint?
          Hide
          satyap Satya added a comment -

          shyam sharma

          Hi Shyam,

          Can you please share details for its scheduling possibility?

          Thanks & regards,
          Satya Prakash

          Show
          satyap Satya added a comment - shyam sharma Hi Shyam, Can you please share details for its scheduling possibility? Thanks & regards, Satya Prakash
          Hide
          shyam.sharma shyam sharma (Inactive) added a comment - - edited

          We have already other priorities which we have to complete on or before 31st July.
          So most probably this will be schedule after 31st July 2016.
          Satya

          Show
          shyam.sharma shyam sharma (Inactive) added a comment - - edited We have already other priorities which we have to complete on or before 31st July. So most probably this will be schedule after 31st July 2016. Satya
          Hide
          Tkot Tracy Kot (Inactive) added a comment -

          Debbie Kulling is on this client now. Please keep Debbie updated. Thank you.

          Show
          Tkot Tracy Kot (Inactive) added a comment - Debbie Kulling is on this client now. Please keep Debbie updated. Thank you.
          Hide
          Tkot Tracy Kot (Inactive) added a comment -
          Show
          Tkot Tracy Kot (Inactive) added a comment - Debbie Kulling
          Hide
          jennifer.leugers Jennifer Leugers added a comment -

          All - was this ever completed? The client is saying it is still an issue. Please see below -

          EOI approvals on STD – this problem is once again showing its ugly head. Using the EOI approval tool to approve pended STD enrollments wipes out the sub-plan chosen and results in a $0 cost. Worse still there is no way to retrieve the subplan chosen. It is not recorded in history. I am reminding my Benefit Managers to use an admin event to enroll someone in a newly approved coverage. But this is problematic as well because now the history table does not show the pend and the approval, it just shows the enrollment by the Admin. Is this even on the radar to fix? It was outlined in detail when we visited earlier this year.

          Show
          jennifer.leugers Jennifer Leugers added a comment - All - was this ever completed? The client is saying it is still an issue. Please see below - EOI approvals on STD – this problem is once again showing its ugly head. Using the EOI approval tool to approve pended STD enrollments wipes out the sub-plan chosen and results in a $0 cost. Worse still there is no way to retrieve the subplan chosen. It is not recorded in history. I am reminding my Benefit Managers to use an admin event to enroll someone in a newly approved coverage. But this is problematic as well because now the history table does not show the pend and the approval, it just shows the enrollment by the Admin. Is this even on the radar to fix? It was outlined in detail when we visited earlier this year.
          Hide
          rakeshr Rakesh Roy (Inactive) added a comment -

          Jennifer Leugers No, I don't think so its taken for development. Still this is under product backlog.

          Satyashyam sharmaGirija PotdarSwapnil PandhareVijay Siddha Can someone confirm?

          Show
          rakeshr Rakesh Roy (Inactive) added a comment - Jennifer Leugers No, I don't think so its taken for development. Still this is under product backlog. Satya shyam sharma Girija Potdar Swapnil Pandhare Vijay Siddha Can someone confirm?
          Hide
          satyap Satya added a comment -

          The issue for Pending EOI is not there, we confirmed for 3-4 employees & informed Jennifer Leugers. Enhancement pending to show subplan at all places.

          Show
          satyap Satya added a comment - The issue for Pending EOI is not there, we confirmed for 3-4 employees & informed Jennifer Leugers. Enhancement pending to show subplan at all places.
          Hide
          jaideep.vinchurkar Jaideep Vinchurkar (Inactive) added a comment -

          Hi Hrishikesh Deshpande,

          We need QA help here, I guess we have implemented sub plans in view history last year. Could you please get the areas identified where we need to work for sub plans?

          Show
          jaideep.vinchurkar Jaideep Vinchurkar (Inactive) added a comment - Hi Hrishikesh Deshpande , We need QA help here, I guess we have implemented sub plans in view history last year. Could you please get the areas identified where we need to work for sub plans?
          Hide
          jaideep.vinchurkar Jaideep Vinchurkar (Inactive) added a comment -
          Show
          jaideep.vinchurkar Jaideep Vinchurkar (Inactive) added a comment - CC: Rakesh Roy
          Hide
          alankar.chavan Alankar Chavan (Inactive) added a comment - - edited

          Hello Jaideep Vinchurkar,

          I went through enrollment screens to verify where we need to show the exact sub plan name (currently we are just showing the parent plan name here)

          Please find below screens where we need to work to show plan's sub plan names -

          • Employee's View History
          • Pending EOI

          Hello Sachin Hingole and Hrishikesh Deshpande,

          We need to verify the same with Import - Export & Reports.
          Can you please get it tested with concern people and update the menu list here ?

          CC - Prasad Pise Rakesh Roy Satya

          Show
          alankar.chavan Alankar Chavan (Inactive) added a comment - - edited Hello Jaideep Vinchurkar , I went through enrollment screens to verify where we need to show the exact sub plan name (currently we are just showing the parent plan name here) Please find below screens where we need to work to show plan's sub plan names - Employee's View History Pending EOI Hello Sachin Hingole and Hrishikesh Deshpande , We need to verify the same with Import - Export & Reports. Can you please get it tested with concern people and update the menu list here ? CC - Prasad Pise Rakesh Roy Satya
          Hide
          rakeshr Rakesh Roy (Inactive) added a comment -

          Will take it in Jun month, till now keeping this on hold for import export report verification.

          Show
          rakeshr Rakesh Roy (Inactive) added a comment - Will take it in Jun month, till now keeping this on hold for import export report verification.

            People

            Assignee:
            rakeshr Rakesh Roy (Inactive)
            Reporter:
            deepalit Deepali Tidke (Inactive)
            Account Executive:
            Debbie Kulling
            Votes:
            0 Vote for this issue
            Watchers:
            11 Start watching this issue

              Dates

              Created:
              Updated:

                Time Tracking

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