Searching and comparing plans
Make decisions on creating new benefit plans or updating existing plans in Pega Product Composer for Healthcare by using the data from compared plans.
- In the header of Dev Studio, click Product Development or Product Manager.
- Click Plan search and compare.
- Specify the search fields.Special characters (like $, %) are not supported in the cost share fields. Values more than 9999999 are not supported in the cost share fields.
The search fields are displayed as per the defined configuration. For more on configuring fields, see Configuring search properties.
- The following search fields are displayed by default:
- Plan name
- Insurance line
- Market segment
- Line of business
- Coverage level
- Effective date
- End date
- Click Search.
- In the Plan name column, select the check boxes for the
plan names that you want to compare.
Plan search and compare 
- To view the latest approved Summary of benefits and
coverage (SBC) document, in the SBC column, click
View.
If no SBC documents are available, the SBC link is disabled.
- Click a plan name to view details about the plan. By default, the approved plan in the current system is opened.
- Click Add to compare list, and then click the plan name
link to view the details about the plan.
The plans are compared as per the flattened state of the plans. However, when you use the plan name link from the plan comparison view, the last-approved state of the plan is displayed. To avoid this data discrepancy, it is a best practice to enable the auto flattening for the plans. For more information, see how to auto flatten products and plans.
- To view the plans that are added to the compare list, click Compare
list:
- Click the Delete icon to remove a plan from the compare list.
- Click Clear All to remove all the plans from the compare list, and then click Close.
- To sort the results as per the column values, click the column name.
- Click Start Comparison.
Searching and comparing plans 
- To remove the plan from the compare list, click Remove plan from compare.
- To select another plan and determine the differences between the plans, click the Plan list.
- To view the most recent and approved Summary of Benefits and Coverage document click the SBC link. The SBC link is disabled if no SBC is available for the plan.
- View and compare the results.
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