Configure a new plan by using an approved product or copying an approved plan, which helps you build the plan more quickly. A product outlines the network structure, list of benefits, cost share ranges and defaults, and accumulator design that support the new plan.

Before you begin

Ensure that you have configured one or more products. See Configuring a new product for the plan.

Procedure

1. In the header of Dev Studio, click Launch web interface > Product Development.
2. In the left navigation panel of your work space, click New > Plan.
3. Click Create from product.
4. In the New from product field, enter and select Product for U+Health PPO.
5. In the Name field, enter PPO SG Plan.
   Notice that the values for Insurance line, Line of business, Coverage levels, and Market segment are filled in because the values are inherited from the product.
6. Because the insurance plan that is outlined in this tutorial is not part of the government-regulated marketplace of insurance plans, ignore the optional Exchange level list.
7. In the Effective date field, enter 1/1/2019, and in the End date field, enter 12/31/9999.
   This end date means that the product template might be in use indefinitely. By entering 9999 for the year in the end date, you do not have to continually update the end date.
8. In the Description field, enter PPO small group plan.
9. Because the insurance plan that is outlined in this tutorial is not part of the government-regulated marketplace of insurance plans, ensure that the Offered on Exchange check box is cleared.
10. In the Plan type field, click Standard.
11. For this tutorial, ignore the optional SBC properties section.

    

    

12. Click Continue.

What to do next

Configure cost shares for the plan. See Step 2: Configuring cost shares for the plan.