Remove a Plan Hold

Summary

Remove a plan hold if you would like the application to automatically process future-due payments and track item usage.

When

• Before the draft date to automatically process the payment due that month.
• After a previously declined payment has been successfully collected

Permission Level

• Administrator
• Manager

Things to Know

• The Potential Payment Issues report is an easy way to view and address future payments that will not process because a plan is on hold.

Steps

1. Search for and select the plan for which to remove the plan hold.
2. Within the Client Summary page, go to Plan Administration > Remove Wellness Plan Hold.
3. Click Confirm.

Other Helpful Resources

• Put a Plan on Hold