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      PlanSource Consulting

      PlanSource Practice: Consulting Solutions

      Providence Technology Solutions PlanSource Consulting Solutions are designed with you for all of your PlanSource and benefits needs.  From selection, executive buy-in, planning, implementation, go-live, and post-go-live solutions tailored to your requirements and needs for greatest success and user adoption.  Working alongside you every step of the way.  

      Breakdown of Our PlanSource Solutions

      As a market leader in PlanSource solutions, we offer the following solutions:

      Here are the high-level details of each.  We invite you to contact us to discuss your specific scope and requirements so that we can provide tailored solutions to fit your company’s unique PlanSource needs.

      PlanSource Implementation Solutions

      Solution offerings include:

      • PlanSource Project Management, Including Program Direction and PMO processes to Optimize Business Objectives
      • PlanSource System Implementation Consisting of Expertise in Configuration, Imports of Census/Benefit Election Records, Data Discrepancy Resolution, and Interface Setup
      • PlanSource User Acceptance and System Integration Testing and System Functionality QA
      • PlanSource Branding and Customization of Applications for a Unique User Experience
      • PlanSource Training and User Adoption Initiatives
      • PlanSource Data Mapping and Conversion
      • PlanSource EDI Facilitation and Triage

      PlanSource Support Solutions

      These include:

      • PlanSource System Optimization and Upgrades
      • Process Improvement
      • Ongoing Change Management
      • PlanSource Go-Live Solutions/Post-Go Live Support (e.g., PlanSource Platform Management and Support, ACA Tracking and Reporting, Governance, Issue Resolution, and EDI File Maintenance)
      • Report Design and Utilization Assistance

      PlanSource Value-Add Solutions

      Choose from the following solutions:

      • Develop and Document Process Flows, Workflows, and Business Rules
      • Design and Develop Custom Inbound and Outbound Interfaces from Clients to Vendors
      • PlanSource Data Management/Data Audit
      • PlanSource System Validation and Auditing
      • Staff Augmentation
      • Root Cause Analysis and Troubleshooting
      • PlanSource Web-Based or Instructor-Led End-User Education and Training, Including the Development of Custom Material
      • Additional PlanSource Administrator Resources

      PlanSource EDI Solutions

      These include:

      • Coordination with Carriers to Obtain File Specifications and Transmission Requirements
      • File Feed Development Per Carrier Specifications
      • Testing to Ensure File Validation and Accuracy, Including Scenario Testing as Required by the Vendor
      • Data Validation and Auditing to Ensure Records are In Sync Between Carrier and PlanSource Platform
      • Ongoing Support for EDI Discrepancies and File Updates
      • Coordinate with Carriers to Obtain EDI File Updates as a Result of Renewal Changes
      • Prepare and Send Open Enrollment Files to the Carriers

      PlanSource Open Enrollment Solutions

      Choose from the following:

      • Overall PlanSource Project Management of the Renewal Process, Including Timeline Development, Resource Assignment and Accountability, Deployment, and Wrap-Up
      • Conduct Client Discovery to Gather PlanSource Renewals Requirements and Recommend Best Practices
      • Configure PlanSource Site Updates, Including Adding New Plans, Changing or Terminating Existing Plans, and Updating Rates
      • Conduct Quality Assurance Testing to Ensure Optimal and Accurate PlanSource Site Performance
      • Manage the Open Enrollment Period by Monitoring Participation and Activity, as well as Troubleshoot Enrollment Issues as Needed
      • Assist with Data Validation Post-Open Enrollment to Ensure Accuracy Prior to Sending Files to Carriers

      For more information on how Providence can assist you with your PlanSource needs, you can contact us online by completing the form below. Our team is ready to help your company streamline processes and services to enhance ROI and achieve business goals.

      PlanSource Consulting

      PlanSource Consulting Solutions Next Steps

      For more information on how Providence can assist you with your PlanSource needs, you can contact us online by completing the form below. 


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