Plan Designers

Launching New Programs

• Kickoff

• The Build

• Sign-Off

• Onboarding

Group Onboarding

• Portal Set-Up

• Onboarding Groups

• Process Overview

Vendor Management

• Onboard Advisors/Brokers

• Manage DPCs

• Manage Vendor Permissions

Claims

• Cases

• Claims Basics

• Download an EBO

• Accident Details

• Upload Accumulators

• See Raw Data

Stop Loss

• Stop Loss Filings

Cash Pay Coordination

• Overview

• Finding the cost of care

• Comparing Costs to RBP

• Determining Fair Pricing

• Creating cards

• Prior authorization (Cash pay process for claims >$10K)

• Providing members cards

• Receipt policies

• Managing receipts

• Adjudicating Cash Pay Card transactions

• Cash Pay Provider Directories