Some carriers/providers may have disclosures or specific plan language that they want presented to employees during enrollment. This could include pertinent information about the plan, any exclusions, etc.
Plan Setup
Under Benefits – Plans, choose the specific plan which needs to have a disclosure associated with it. Click on the “Additional Settings” tab. A section on Disclosures is near the bottom of the page.
Click on “Add Disclosure” on the right, and you will see a popup window that looks like this:
Enter the Disclosure Name, and the Disclosure Text. You may also upload any required documents associated with this disclosure agreement.
Once the disclosure has been completed, all disclosures will appear on the screen, as below:
You may edit or delete the disclosure(s) using the icons on the right. You can choose to make a disclosure inactive when editing it. Note: if a disclosure has been acknowledged by at least one employee, it may not be deleted, and the trash button will be disabled.
Employee Enrollment
Upon enrolling in a plan, if there is a disclosure notice, the employee will see a screen that looks something like this:
Employees must acknowledge that they have read the disclosure notice to be able to proceed. If there is a file attached to the disclosure notice, the user must first at least open up this file or they will not be able to proceed.
Disclosure Report
A report of all employee acknowledgments for plan-based disclosures is available under Reports.
The purpose of this report is to provide you with the ability to export employee disclosure acknowledgements from the system for your own records, specifically for auditing purposes.
This report may be filtered for active or inactive disclosures, carrier/providers, product type, plan, enrollment type, work location, and any organizational structures created under the company section.
The report includes:
- Disclosure Name
- Date Acknowledged
- Disclosure Status