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Create a benefit plan

Steps

  1. Go to Claims Management → Plans (/corporate/policies).
  2. Click New Plan.
  3. Select the organization this plan belongs to.
  4. Enter the plan name and confirm or regenerate the enrollment code (employees use this to self-enroll).
  5. Set OPD / IPD / Maternity allowances (or mark IPD unlimited).
  6. Toggle Pharmacy and Lab coverage, set copay %, and optional room limits (panel vs non-panel).
  7. Pick panel hospitals from the tenant directory (add hospitals first if the list is empty).
  8. Set the plan period (start / end) and auto-renew if the cycle should roll forward.
  9. Choose which dependents are allowed (spouse, children, parents).
  10. Click Save Plan.
Plans list with enrollment codes and allowances
Plans — enrollment code, allowances, and coverage tags per organization.
New Benefit Plan dialog
New Benefit Plan — allowances, panel network, copay, and enrollment code.

Tips

  • Copy the enrollment code from the plan card to share with HR or employees.
  • Panel hospital choices drive the on-panel advisory when staff process claims.
  • Edit an existing plan with Edit on the card — the same dialog opens with values filled.