Add a new plan

The Plans page provides the ability to record and track product data, including address, phone, email, representative(s) and workgroup information, via panels accessible within the page. This allows tracking of plan participation for either payer-contracted practitioners or for payer enrollment purposes at the practitioner, group and facility levels.

To add a new plan, complete the following steps.

1. On the Navigation bar, go to providers > plans.
2. Before you add a new plan, you will want to ensure it doesn't already exist in the symplr Payer application. In the Search area fields provided, enter the Plan Name, Type, and/or set the status to Active, All or Archived, then click Search.
   1. If the plan is already listed in the Search results grid, click the grid line to open and modify the existing plan, as desired.
   2. If the plan is not listed in the Search results grid, on the Action/Status bar, click New. 
3. In the Add new item section, complete the following substeps.
   Note A red asterisk appearing next to a field label indicates the corresponding field is required. A data validation error will occur if a required field is not completed.
   1. In the Product field, enter the plan name.
   2. In the Product Code field, enter an abbreviation of the plan name.
   3. In the Product Type list, select the type of plan, for example, "Medicaid" or "Medicare."
   4. Optional. In the Web Site field, enter the full website address of the plan.
   5. Optional. In the Notes field, enter any additional information about the plan.
4. When complete, on the Action/Status bar, click Save.
5. Optional. To add additional plans, on the Action/Status bar, click New and repeat the previous steps.  

Related topics

To record and track additional information about this plan, see the following topics:

• Manage details ("Add details to a plan" section)

• Manage addresses

• Manage phone numbers

• Manage email addresses

• Manage product representatives

• Manage workgroups