The Healthcare Management Page and Beneficiaries Importer give Benefits admins full visibility and control over company healthcare enrollments. In this article, you’ll learn how to view enrollment metrics, manage plans, and import new beneficiaries efficiently.

Overview

Admins can now access a centralised workspace to manage healthcare plans, track adoption, and monitor costs. The Beneficiaries Importer simplifies adding new employees and dependents, reducing manual work for Operations and speeding up onboarding.

If your company offers several health insurance plans, each plan has its own page with its cost and members.

Use this functionality when you want to:

• Understand healthcare adoption and usage.
• Monitor costs per employee and company contributions.
• Import new policyholders efficiently without errors.

How to use

1. In your sidebar, go to Benefits
2. Access the section Catalog
3. On your Health insurance card, click on Manage plans, then click on Manage policy on the plan you want to open
4. Explore the Manage Healthcare Plan page
   • Summary KPIs: See total costs, average cost per employee, and adoption rate
   • Plan Details: View provider, plan name, dependent allowances, and cost breakdown between company and employee
   • Enrollments Table: Check all policyholders including name, tax ID, relationship, active date, status, and contact info. Each holder's dependents are listed under them.
   • Plan Documents: Download important documents directly from the page
   • Import new beneficiaries
     • Click Import employees
     • Upload the CSV to the system
     • The importer will validate the file for missing or inconsistent data
     • Once validated, the new enrollments are created automatically
5. Click on Confirm
    

Add employees to a plan

1. On the plan page, click on Add employees
2. Select the employees you want to add. You can add up to 100 employees at a time.
3. Confirm. Each employee you add receives a notification.

FAQ

1. Can I edit imported beneficiaries later? 
   Yes, all enrollments can be updated from the Enrollments Table after import.
    
2. Do I need to contact Operations to add new beneficiaries? 
   No. The Beneficiaries Importer allows admins to add new enrollments directly.
    
3. Are dependents included automatically in cost calculations? 
   Yes, once added correctly in the importer, dependents are included in total cost metrics.
    
4. Can multiple admins import beneficiaries simultaneously? 
   Yes, but we recommend coordinating imports to avoid duplicate entries.