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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

            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

                Estimated:
                Original Estimate - 10h
                10h
                Remaining:
                Time Spent - 1.5h Remaining Estimate - 8.5h
                8.5h
                Logged:
                Time Spent - 1.5h Remaining Estimate - 8.5h
                1.5h