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


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.



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