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Step 5: Configuring benefit categories for a new product

Updated on September 10, 2021

During product creation, you can change the default benefit within a category or change benefit categories. When you configure a product or plan, you set a default benefit to best represent the cost share for the benefit category. The cost share, such as copay or coinsurance, on the benefit category displays in a Summary of Benefits and Coverage (SBC) document.

Before you begin

Ensure that you have configured the benefits for the product. See Step 4: Configuring benefits for a new product.


  1. Click the Press enter to expand the row arrow to the left of Urgent-Services to expand it.
  2. In the row of the FAC Urgent Care benefit, click the icon at the right and select Change benefit categories.
    Benefit category modification
  3. In the Change benefit categories dialog box, click Add benefit category.
  4. In the Select list, select In-Patient Hospital Facility, and click Submit.
  5. Click Finish.
  6. Because you have manager credentials, approve the product 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 finished creating a product. Now, configure your plan. See Configuring the healthcare insurance plan.

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