Plan Changing Status: Revert to the Original Plan

Summary

See a plan with a plan changing status? Return it to an active status by changing it back to the original plan.

When

• Any time a plan has a plan changing status
• At a minimum, 1 week prior to the 20^th

Permission Level

• Administrator
• Manager

Things to Know

• This occurs when a staff member moves past the warning message in the change plan process and exits without completing the change.
• The Potential Payment Issues report is an easy way to view and address plans with a plan changing status.

Steps

Determine the original plan type

1. Search for and select the plan with a plan changing status.
2. Within the Client Summary page, click Healthcare Agreement.

Complete Plan Change

1. In the Client Summary page, go to Plan Administration > Change Plan.
2. In the initial Change Plan window, click <appropriate option>.
3. In the Change Plan warning window, click Continue With Plan Change.
4. If changing to a different plan type, in the Choose a Wellness Plan window, click the appropriate plan type.
5. In the Add Additional Items page, click Options.
6. In the Options page, click Review.
7. In the Review & Complete page, click Complete Plan Change.
8. If the Assign Points window displays, assign the appropriate staff member as needed.
9. Click Complete Plan Change.