How to Mark a Product as 'Employer Paid'

Question: How do I mark a product as Employer Paid? Answer: You can mark products as 'Employer Paid' in the Company Detail portion of case setup. Products marked as 'Employer Paid' will not require the Benefits Guru to fill out 'Waived'

Implementation Coordinators and Benefit Gurus now have quick visibility on their calendar to which PDAs have been successfully completed as there will be a green checkmark on the calendar when a PDA is complete. PDAs are considered 'complete' when all product fields have been filled out with 'Waived' or a dollar amount, the 'Meeting Complete' box on the PDA has been checked, and 'Save' has been clicked. If the employee does not show up for their appointment, the PDA is also considered complete when the Guru marks the 'No Show' box and clicks 'Save'. Both scenarios are considered a 'Complete' PDA.