Plan Catalog Management
Health Plans looking to participate in both Public and Private
Exchanges must look to increase their efficiency while keeping
their costs at a minimum. Softheon’s Plan Catalog Management
is a solution to help Health Plans effectively connect with all
types of Exchanges, while being compliant with the post ACA
regulations.
Softheon’s Plan Catalog Management (PCM) solution offers
health plans the opportunity to utilize a single repository of
products and plans to act as its source of reference. With this
repository, issuers will be able to reduce data redundancy and
streamline their Qualified Health Plan (QHP) and Summary of
Benefits & Coverage (SBC) processes.
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In this section:
 Logging into the Softheon Web
 Navigating the Plan Catalog
Management Folder Hierarchy
 Navigating workflow as a Manager
 Creating a new Product Issuer from
an existing Product
 Creating a Product Issuer from
scratch
 Creating a Benefits Package from an
existing product
 Creating a Product management
Case from an existing Product
 Changing an SBC case from Pending
to Approved
2: Plan Catalog Management
Logging into the Softheon Web
1. Navigate to Softheon Web using the path below:
http://<hostname>/Softheon.Web/
within your Internet Browser.
For <hostname> put in the fully qualified hostname of your
designated Softheon Web Server.
2. Enter your username.
3. Enter your password.
4. Click Sign In.
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Helpful Tips
If your internet protocol is https:// instead of http:// your
URL would be:
https://<hostname>/Softheon.Web/
2 Logging into the Softheon Web
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2: Plan Catalog Management
Navigating the Plan Catalog Management Folder Hierarchy
1. Click on the HC_PCM_PI_ProductFinal mailbox.
2. Double click on the Product Issuer folder located on the right hand
side panel of the window.
3. Click on the “Plus” icon next to the top/first Benefits Package
folder.
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Helpful Tips
The Product Issuer folder is the top level folder of the
hierarchy. On the left hand panel, there are attached
subfolders associated with the Product Issuer.
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Helpful Tips
The Benefits Package folder is the second level folder
of the hierarchy.
Navigating the Plan Catalog Management Folder Hierarchy
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2: Plan Catalog Management
4. Click on the “Plus” icon next to the PMC subfolder.
5. Click on the “Plus” icon next to the SBC subfolder.
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Helpful Tips
The Plan Management Case folder is the third level
folder in the hierarchy.
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Navigating the Plan Catalog Management Folder Hierarchy
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2: Plan Catalog Management
6. Double click on the [SBC] template.
7. View the opened SBC. (see figure.)
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Navigating the Plan Catalog Management Folder Hierarchy
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2: Plan Catalog Management
Navigating workflow as a manager
1. Click on the Mailboxes icon.
2. Scroll up and down on the left panel to view the mailboxes.
3. Click on any mailboxes that has a folder – indicated by a number in
brackets.
4. Double click on folder within mailbox to view the item that has not
been accepted into the workflow
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Navigating workflow as a manager
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2: Plan Catalog Management
Creating a new Product Issuer from an existing Product
1. Click on the HC_PCM_PI_ProductFinal mailbox.
2. Double click on a folder located on the right hand side of the window
to open a Product Issuer folder.
3. On the upper left hand corner of the window, click Folder, then select
Copy.
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2: Plan Catalog Management
4. Enter a name for the new folder.
5. Click OK.
6. Under the Profiles tab, enter new administrative information(i.e.
Administrative Data, Contacts, etc)in the tabs located on the left
hand panel.
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Helpful Tips
This should be done for all tabs located on the left hand
panel.
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Creating a new Product Issuer from an existing Product
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2: Plan Catalog Management
7. On the upper left hand corner of the window, click Folder, then
select Close or click Close on the upper right hand corner of the
window.
8. Click Yes.
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Caution
Do not exit the window by clicking the ‘X’ located on the
upper right hand corner.
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Helpful Tips
The initial Product Issuer Folder where the new folder is
created from remains open.
Creating a new Product Issuer from an existing Product
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2: Plan Catalog Management
9. On the upper left hand corner of the window, click Folder, then
select Close or click Close on the upper right hand corner of the
window.
10. Click No.
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Caution
Do not exit the window by clicking the ‘X’ located on the
upper right hand corner.
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Creating a new Product Issuer from an existing Product
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2: Plan Catalog Management
11. Click on the HC_PCM_PI_ProductFinal mailbox.
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Creating a new Product Issuer from an existing Product
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2: Plan Catalog Management
Creating a Product Issuer from Scratch
1. Click the Create New Folder icon.
2. Select “Product Issuer” from the Type drop down menu.
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2: Plan Catalog Management
3. Click the Save icon
4. Enter the new administrative information (* denotes required field)
on the Administrative Data and Essential Community tabs located
on the left hand panel.
5. Click the Save icon.
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Helpful Tips
When entering new administrative data, * denotes
required field.
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Creating a Product Issuer from Scratch 13
2: Plan Catalog Management
6. On the upper left hand corner of the window, click Folder, then
select Close or click Close on the upper right hand corner of the
window.
7. Click Yes from the pop up prompt window.
8. Click on mailbox icon.
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Caution
Do not exit the window by clicking the ‘X’ located on the
upper right hand corner.
14 Creating a Product Issuer from Scratch
Helpful Tips
Be sure to save again to make sure any more changes are
saved.
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9. Click on the HC_PCM_PI_Productindex mailbox.
10. Double click on the new Product Issuer folder within the mailbox.
11. Review information in the Product Issuer folder and make changes
as necessary.
12. Click the Save icon.
13. Click on the Accept icon.
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2: Plan Catalog Management
14. Click on the HC_PCM_BP_BenefitPackageFinal.
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Create a Benefits Package from an existing product
1. Click on the HC_PCM_BP_BenefitPackageFinal mailbox.
2. Double click a folder on the right hand side of the window to open a
Benefits Package folder.
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Create a Benefits Package from an existing product
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2: Plan Catalog Management
3. On the upper left hand corner, click Folder, then select Copy.
4. Enter a name for the new folder.
5. Click OK.
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6. Click on the Profiles tab (if not already selected). Review the
information under the Profiles tab and make any necessary
changes on the tabs located on the left hand panel.
7. Click on the Save icon.
8. On the upper left hand corner of the window, click Folder, then
select Close or click Close on the upper right hand corner of the
window.
9. Click Yes.
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Caution
Do not exit the window by clicking the ‘X’ located on the
upper right hand corner.
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Helpful Tips
The initial Benefits Package Folder where the new folder
is created from remains open.
Create a Benefits Package from an existing product
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2: Plan Catalog Management
10. On the upper left hand corner of the window, click Folder, then
select Close or click Close on the upper right hand corner of the
window.
11. Click No.
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12. Click on the HC_PCM_BP_PrePropogation_Index mailbox.
11. Double click on the new Benefits Package folder.
12. Click on the Profiles tab(if not already selected.).Click on the
Benefits tab under the Profiles tab.
13. To edit the selected benefit, click on the “Pencil” Icon next to the
Specialist Visit benefit.
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Create a Benefits Package from an existing product
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2: Plan Catalog Management
16. Change the benefit from “Covered” to “Not Covered”
17. Click on the green check mark icon to update the change.
18. Scroll down to the bottom of the Benefits Package tab. Click on New
Row.
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Create a Benefits Package from an existing product
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19. Enter “Super Benefit” as a new Benefit and list it as “Covered”.
20. Click on the green check mark icon to update the change.
21. Click on the Save icon.
22. Click on the Accept icon.
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Create a Benefits Package from an existing product
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2: Plan Catalog Management
23. Click on the HC_PCM_BP_PostPropogation_Index mailbox.
24. Double click on the Benefits Package folder.
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25. Click on the Profiles tab (if not already selected). Click on the
Benefits tab and verify that the changes are accurate.
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26. Click on the Accept icon.
27. Click on the HC_PCM_BP_BenefitsPackageFinal mailbox.
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Create a Benefits Package from an existing product
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Creating a Product Management Case from an existing
product
1. Click on the HC_PCM_PCM_PlanManagementCase_Final mailbox.
2. Double click on a folder located on the right hand panel.
3. On the upper left hand corner, click Folder, then select Copy.
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2: Plan Catalog Management
4.
5.
6.
7.
Enter a name for the new folder.
Click OK.
Click on the Save icon.
On the upper left hand corner of the window, click Folder, then
select Close or click Close on the upper right hand corner of the
window.
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Caution
Do not exit the window by clicking the ‘X’ located on the
upper right hand corner.
28 Creating a Product Management Case from an existing product
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8. Click Yes.
9. On the upper left hand corner of the window, click Folder, then
select Close or click Close on the upper right hand corner of the
window.
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Helpful Tips
The initial Product Management Case Folder where the
new folder is created from remains open.
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Creating a Product Management Case from an existing product 29
2: Plan Catalog Management
10. Click No.
11. Click on the HC_PCM_PCM_Index mailbox.
12. Double click on the new Plan Management Case folder located on
the right panel.
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13. Under the Profiles tab, click on the QHP Data tab.
14. Scroll down to the Service List and click on the “Pencil” icon next to
the “Primary Care Visit to Treat an Injury or Illness” benefit.
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Creating a Product Management Case from an existing product
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15. Change the Copay amount in “Copay IN T1” to $45.
16. Click on the green check mark icon to update the change.
17. Click the Save icon.
18. Click the Accept icon.
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19. Click on the HC_PCM_SBC_Distribution_HMO.
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Creating a Product Management Case from an existing 33
product
2: Plan Catalog Management
Changing an SBC case from Pending to Approved
1. From the main DocumentDesk window, click on the
HC_PCM_SBC_PreApproval_HMO mailbox.
2. Double click on an SBC file.
3. Double click on an SBC template.
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2: Plan Catalog Management
4. Review the SBCs for accuracy and compliance. (see figure.)
5. Exit/Close the SBC template document.
6. Under the Profiles tab, click on the Case tab, click on the
Status drop down menu. Change the Case Status from
“Pending” to “Approved”
7. Click on the Save icon.
8. On the upper left corner of the window, click on Folder, then
select Close.
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Changing SBC case from Pending to Approved
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2: Plan Catalog Management
9. Click on Yes.
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Caution
Do not exit the window by clicking the ‘X’ located on the
upper right hand corner.
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Changing an SBC case from Pending to Approved
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2: Plan Catalog Management
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Workflow 43
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