Plan Design Documentation Needs
Plan Design Needs
SBCs — one for each plan type
SPD — one standard SPD
Direct contracts — more below
Vendor Stack — fixed vendors
Fee Breakdown — fixed fees
Member-facing materials — packets, etc.
Welcome materials — Welcome email / Letter
White-labeling Needs
Support email and phone number
Custom logo (.png file)
Sender email / no-reply email
Primary color
Favicon image
EOB insert
See White-labeling guide for more detail
Group Preview Needs
Yuzu will also need to get a sense of your block of business. We’ll need:
Timeline of renewing group go-live dates
Any unique group needs (anything that diverges from your standard plan designs)
Rough volume predictions
Direct Contract Needs
Yuzu’s Direct Contract hosting feature allows Plan Designers to host repricing information directly in Yuzu. But we need specific information in specific formats to get things your contracts and running.
General Needs for all Direct Contract Types:
The signed contract itself (& confirmation of preferred payment method)
List of services & contracted rates
List of their own providers & TINs
Yuzu divides direct contracts into three buckets. Ordered from lowest-touch (least information needed) to highest touch (most information needed) we have:
Subscriber-fee/Plan-claims agreements
Traditional "Direct Contracts" Preferred-Provider/Tier 0 agreements
Internal Networks/Provider-systems agreements
See the Direct Contracts Guide for more detailed information on submission requirements for each direct contract type.