When employees are self-enrolling under an employer or an employer is enrolling employees, you can give them the option to select from multiple plans.
If you'd like to allow the group to choose from multiple plans:
Make sure you have at least 2 employer plans available.
Click here to learn how to create employer plans.
Go to the Employer's 'Account & Pricing' tab.
In the 'Employee Pricing' section, switch the 'Multiple Plans' toggle to 'On'
The 'Select Plan' field will appear. Search for and select the additional plan you would like to make available to the employer.
If you have multiple additional plans you would like to make available, select '+ Add Plan' on the right under the 'Multiple Plans' toggle.
You can determine whether you would like this to be available for employees/employers to select when enrolling or if only practice admins can put an employee on this plan, by switching the 'Available For Enrollment' toggle on or off.
You can also define which plan you would like to be the default plan by selecting 'Make Default' next to the plan's name.
When you are manually enrolling a patient, you will see the option to select which plan you would like to put them on (regardless if the plan is available for enrollment or not).
If a company admin is manually enrolling a patient, and there are at least 2 plans with 'Available For Enrollment' toggled to 'On', they will see the option to select which plan they would they to put the employee on.
When an employee is self-enrolling and you have left the toggle for 'Available for Enrollment' on for at least two plans, and have both plans added to the online signup link, the employee will be able to select which plan they would like to be on.
