The Source

Employers struggle with engagement across ALL their investments and initiatives. Benefit costs continue to soar, and they continue to invest in additional programs and solutions to retain and attract talent. However, many of these items get overlooked or lost because of challenges to reaching the employee in a way that is easy and convenient for them. While the market offers healthcare hubs as well as communication hubs there are very few that contain both benefits and company information. And none are powered by a benefits technology company that sits on all of the demographic data needed and used by many of the solutions they are offering! This creates a unique, timely, and valuable opportunity for PlanSource.

The Source Tagline

Making company news, initiatives and benefits relevant 24/7/365.

The Source is a new product. The Source enables you to connect with your employees through a modern and connected gateway to your workplace ecosystem.

While benefits administration platforms help employees make benefits decisions and successfully enroll, there is a clear gap in engagement and utilization after the fact. Additionally, there are many other important company-wide initiatives that HR teams also struggle to engage employees in.

Enter The Source – designed to truly maximize the value of your benefits package and other HR efforts to drive healthier, happier outcomes for your employees and their dependents.

We know employees struggle to understand their benefits and find company-related initiatives.

The Source makes it convenient and familiar to interact with all things company related.
Employees will stay informed with all info from their HR team with text and push notifications.
In high- pressure situations, employees and their family members have access to see plan details, access ID cards, and contact providers all in the palm of their hand.

HR teams are investing millions in benefits and initiatives to attract and retain talent in this competitive market.

Through The Source, HR teams can drive their culture by showcasing their company messages, benefits, and initiatives.
They can deliver timely content to their team members via a mobile command center which is key for employees who don’t have company email addresses or have archived the emails that were sent.
When employees know where to go to understand their benefits, they are more likely to use them and appreciate them. Employees that appreciate their benefits are more likely to be engaged.

Broker Administrators - Access Management

In this release, we’ve added additional security methods for Broker Admins to limit/control access to the platform. Broker Admins can now manage who sees other administrators, which administrators have access to which clients and for how long. We’ve also added a new time-saving capability that auto-assigns new organizations to administrative users.

New functionality added (some require a feature toggle to be enabled):

Auto-Assign New Organizations
- With this capability, selected broker administrators will see a new checkbox on other admin’s profile allowing them to “auto-assign newly created organizations” to that admin’s profile instead of having to assign new organizations each time one is created.
- NOTE: when creating a new client, if the admin selects the “Copy Selected Broker Organization Master Org Administrators” checkbox - the auto-assign admins should appear as automatically checked at the top of the list.. The admin could still choose to deselect these administrators. The admin will have the capability to uncheck an admin if they do not want them to have access to the new organization.
Org Admin Expiration Dates
- This capability gives the ability for an administrator to assign a user access to an organization for a specific period (i.e., expiration date)
  - The access will still start as soon as the organization checkbox is selected and is terminated at the entered expiration date.
  - A nightly job will run to check expiration dates and remove the admin’s access when the expiration date arrives.
Show “Administrators” tab when Broker Admin role is assigned
- When an admin has the Master Broker Administrator or Broker Administrator role assigned to their account, they will be able to see the “Administrators” tab in the left-hand navigation bar of the Broker Portal. This will allow them to view other administrators and their assigned capabilities.

De-couple Plan Configuration API Setup from Guided Renewal Tool

The API has traditionally only been accessible from the Guided Renewal or Guided Launch experiences, this presents a challenge of access as the Guided Launch experience is not globally implemented and the Guided Renewal tool is limited to seasonal use. With the updates made for the Winter 2023 Release, the Plan Configuration API will now be accessible from the standard configuration menu allowing administrators to enable the functionality at any point during the year.

Up until this release, the Integrations task—which features the Plan Configuration API, has been available from the Guided Launch tool and, for renewals, from the Guided Renewal tool. With this release, we are introducing access to this task from the Configuration page, where it can be accessed for current and future plan years. Users will continue to have access to the Integrations task from the Guided Renewal tool for renewal plan years. The Guided Launch tool, however, is not globally implemented and is being considered for sunsetting soon. As a result, if the Guided Launch tool is not active, configuring Integrations from the task in the Configuration page will disable the Guided Launch for the client. In this case, the user is alerted and given the chance to abort in case the user still needs to use the Guided Launch tool for some reason.

Allows for year-round access to the Plan Config API enabling administrators to engage with the tool when the timing is most appropriate.

Interaction with the Plan Configuration API has traditionally been restricted to the GRT which presented several challenges, most namely that renewal season is not the ideal time to initially engage with the tool. Introducing the Plan Config API to the standard configuration menu improves ease of use and allows for more appropriately timed engagement.

Plan Configuration API Compare Feature

Plan Configuration API is an inbound integration that allows for automated plan configuration for an organization. Users configuring an organization can select plans to sync between the carrier and the organization in Ben Admin.

This functionality will allow users to review the attribute differences between plans that have been configured manually in Ben Admin and the carrier’s system. There, they will be able to select or deselect which plans they want to sync based on that review.

Today, the Plan Configuration API integration works great for new groups that do not have plans configured, but when the group already has manually configured plans, the user must blindly accept and overwrite those plans with what is in the carrier’s system. This new functionality will allow the user to drill into those plan differences and then decide if they want to sync the plan or not.

Document Deletion

Several instances of a document being attached to the wrong account require the need for Dev to remove the document through the backend. This process is slowing down admins since they have to wait for app support and dev to complete the update and there’s a risk of exposing PHI or PII.

Provided access to admins to delete subscriber documents uploaded in any document request. Admins now can delete required documents from the document request tab of the task page/history section or from my document page of subscribers.
Fixed the orphaned pended coverages in future plan year due to copy coverages.
Sending duplicate confirmation emails was handled by adding an email to combine the request logic of the document request rule. for any action on a document request, only one email is triggered for multiple pended benefits.

Read-Only Access to Configuration

In this release, we have added a new role that will allow users to have read-only access to configuration. Automation configuration options have been moved from under the advanced tab at the plan level to the main plan page. The automation configuration options at the benefit level have been moved so they display next to each other.

Configuration Updates

Read Only configuration
1. In this release, we have added a new role that will allow users to have read-only access to configuration. Automation configuration options have been moved from under the advanced tab at the plan level to the main plan page. The automation configuration options at the benefit level have been moved so they display next to each other.
Removal of the legacy Marketplace Feature
Spanish PR has been removed as a language option
On the benefit level, the auto/default options have been moved so they are displayed together
On the plan level, the auto/default option were moved out of advanced configuration and will not display under the plan GI Rule dropdown

HSA Calculation Toggle
The new HSA/FSA Calculation toggle was enabled for all clients on December 27, 2022. This was enabled before most 2022 plan years ended which ensures employers and employees can take full advantage of the more accurate calculations in the 2023 plan year.

Gender U/X

We enhanced this feature by introducing the ability to support Gender U and X. You will see this update in the following places.

Reports - Employee Census Report detailed analysis
·         Batch Demographic Import
·         Data Imports
·         EOI Data payloads (defaulting F as carriers are not ready)

Canadian Social Insurance Number Improvements

We introduced the Canadian Social Insurance Number to the system several years ago, during this release we focused on addressing gaps and improving functionality when this feature is enabled.

The following sections of the application were updated or improved to better support the SIN feature:

Data Center Imports for employees, dependents and coverages
Reports Center to include this value
Billing to display this information on carrier details Config/Populations
Enhancement of APIs (2 API get requests)
Task Page will now display this value
Employee Document Request Page will display this value
Data Field Security was improved to allow the SIN or SSN to be required on employee records and on imports

ACA 2022 Updates: Measurement Updates

As part of our annual due diligence, we have concentrated efforts on making the proper updates to remain in compliance with the IRS as it pertains to ACA filing at the federal and state level for the year 2022.

With this release, we are providing various optimizations to the ACA module, as well as the yearly updates to forms and transmission engine for 2022 ACA filing. These updates include:

In the ACA Timeline, if a stability period ends before another begins and the employee was full-time in the prior stability period, that full-time status is applied during the gap.
Monthly measurement is disabled for subscribers during their initial stability period.
Subscribers that will be Part Time for the next plan year are treated as Part Time even if they are currently classified as Full Time.
Non-MEC plans are ignored on the ACA offer calculation even when the plans have been enrolled in by subscribers.
The ICHRA Line 17 field is now editable in the ACA Measurement form.
Overnight calculations now include declined elections for recalculations.
Updates to the IRS forms 1095-C and 1094-C and their electronic transmission engine to the 2022 version.

To ensure accurate measurement and reporting optimizations have been made to the following critical ACA functions:

ICHRA Coding
Overnight Subscriber Calculation
Monthly Measurement
IRS Stipulated Annual Updates
MEC Plan Identification

InsightsIQ: Employers

The InsightsIQ dashboard provides meaningful statistics about your population to help make plan decisions and provide valuable plan offerings for future years.

In this release, we’ve acted on many of the enhancements requested by our customers, including:

Removed dashboards and graphs that aren’t helpful in a benefits administration system or are already available in the Employer’s HCM or payroll systems.
Updated ranges to better match industry standards for charts like age and salary ranges.
Listed the last time chart data was pulled to populate the charts.
Added several other quality-of-life enhancements to the module

We’ve also removed the “Beta” tag from the dashboard in the HR Administrator experience.

The enhancements to InsightsIQ will make it easier for HR Administrators to quickly find the information they need to make meaningful updates and changes to their benefit offerings in future periods.

Survey Improvements

Corrected an error that was occurring when surveys were configured as Dependent only.

This will introduce a new workflow during enrollment when an employee becomes newly eligible for a question within a completed survey. Users will be prompted to “Retake Survey” to answer new questions before they are allowed to checkout.

SSO Improvements

We are removing the OAuth2 option and graying out the Legacy option as we are no longer supporting this feature.

We will also be simplifying configuration under the SAML, moving away from using the username as the SSO identifier for admins and requiring the use of the SSO Code going forward.

Destroy Employee Data Improvements

Several improvements to destroying employee data include that, in addition to the SSN, users now have the additional option to delete employees using the Subscriber ID instead. Further, Destroy Coverages functionality now includes Pending coverages and will run in the background which eliminates the risk of timing out.

Lastly, the Delete Coverage Capability has been expanded so that admins at any level may delete coverage on an employee.

Guided Renewal Tool (GRT) Refresh Enhancements

The Guided Renewal Tool (GRT) is a way to simplify the annual renewal process for HCM, broker, and reseller customers and makes it accessible for employers to renew their own plans year-over-year. In the Winter 2023 release, we’ve continued to improve the experience with enhanced change tracking for the Plans & Costs sections as well as an upgraded renewal Summary PDF.

Change tracking is now available for the Plans and Costs sections within the GRT. This feature highlights changes made to any of the plans (tier/volume based) for the renewal plan year against the current plan year details.
The Renewal Summary PDF has been upgraded to show a comparison of costs for the current and the new plan year with highlights on specific fields in the new plan year to view all changes at a quick glance.

The plans section within the Renewal Summary PDF will have an extensive display of all sections such as guaranteed issue configuration, volume configuration, and plan content for an elaborate insight into changes made for the renewal plan year.

New Pages Added to HR Admin UI
In February 2023, we will sunsetting select pages of the classic UI - specifically the Dashboard, Navigation, Tasks & Work Status Events. All other pages available via the new UI toggle will still be available in the classic view when disabled. Throughout 2023, we plan to sunset the classic pages with a path to move all pages to the new UI by the end of the year.