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Step 7: Setting the default benefit categories for your product template

Suggest edit Updated on September 10, 2021

During product template creation, if there are multiple benefits within a benefit category, you can select the default benefit. The default benefit best represents the cost share such as copay or coinsurance for the benefit category. The cost share displays in a Summary of Benefits and Coverage (SBC) document.

You can also change a benefit category that you previously assigned to the benefit.

The product inherits the default benefit from the product template and the plan inherits it from the product. You can change the default benefit at both the product and plan levels.

Before you begin

Ensure that you configured benefits for your product template. See Step 6: Configuring benefits for your product template.

Procedure

  1. In the Benefit category field, click the tab to the left of In-Patient Facility to expand it.
  2. At the right of the FAC-IP-Hospital benefit, click the Set as default display benefit icon.
    The default benefit displays Yes.
  3. In the Benefit category field, click the tab to the left of Rehabilitation-Services to expand it.
  4. At the right of the PRO Physical Therapy benefit, click the Set as default display benefit icon.
  5. In the Benefit category field, click the tab to the left of Urgent-Services to expand it.
  6. At the right of the PRO Urgent Care benefit, click the Set as default display benefit icon.
    Default benefits
  7. Click Save and then click Finish.
  8. Because you have manager credentials, approve the product template entity by following these steps:
    1. Click Actions > Approve and hold at the top right.
      By selecting Approve and hold instead of Approve, the entity remains in the current stage, but is available for use in other tasks. To advance the entity to the next stage, click Approve.
    2. In the Approve section, click Submit.

What to do next

You have completed the product template. Configure a product. See Configuring a new product for the healthcare insurance plan.

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