When do I need to Verify Benefits?
If the benefits on your plan are at all different than the benefits as outlined on the templated plan design, you’ll need to be sure to ‘Verify Benefits’ after changes are made. Even with small changes like edits to Deductibles or max Out-of-Pocket spend, RX benefits, or office visit copays you’ll need to verify these changes are correct before your plan can go live.
You’ll know that benefits verification is necessary if either (1) you’ve hit "the ‘Edit Benefits’ button at any point or (2) you’re missing the green checkmark next to the “Benefits” tab.
How do I Verify Benefits?
Just like Verifying Fees (outlined in the ‘Add Vendors and Fees’ doc) clicking the ‘Verify Benefits’ button is super easy and signs and dates your attestation that everything looks good.
Why do I need to Verify Benefits?
Verifying Benefits kicks off two very important flows.
(1) Cards cannot be printed until benefits are verified. This is because some of the information that lives in benefits is printed directly onto your group’s cards.
(2) Plans cannot go live until benefits are verified. So make sure your Benefits tab looks like the below!
