1-855-816-4650
New Marketing Materials
2024 Prices are in Effect
- To ensure a smooth member experience with Planstin, please direct all inquiries to Kaitlyn.
1.888.920.7526 ext #4 or member@planstin.com ATTN:Kaitlyn - If an advisor has questions for Planstin, please direct them to 888-920-7526 Option 5, Nikita.
IT Support
Please create a support ticket if you need to contact the IT department.
New Welcome Call Scripts
2024 Welcome Call Scripts to reflect the APP and Member Portal
Member Handbooks
New Member Handbooks to outline plan benefits.
Training
New training course available for review.
1 – Ensure the member fills out the RX Quote Request.
2 – Change the status on the Cognito form to REVIEWED
3 – Research each prescription through each of the sites listed below.
4 – If discounted websites do not offer at least 75% discount, refer to our international supplier.
5 – Visit the manufacturer’s website to check for an available discount.
6 – Download the coupons and email to the member.
7 – Change the status in Cognito form to COMPLETED.
8 – Document in CRM and file the email in your Outlook.
1 – Enter the zip code area to find the closest lab.
2 – Choose the lab that is most convenient.
3 – Enter payment information.
– Each site has a different flat fee to use the site.
– Each site’s prices differ in savings.
4 – Doctor visits and insurance is not needed.
5 – Go to the chosen lab, walk in is acceptable in most places.
6 – Get your results online within 1-3 business days, via email.
7 – Most labs are open Monday – Friday, many are open on Saturdays.
Zion
Once inside the portal, upload all the necessary documents at the same time.
The portal will also provide status notification of the need.
MEMBER PORTAL
Sedera
Submit a "New Need" or upload bills to an "Existing need"
Under Menu Bar, members can also find "Receipt Storage".
MEMBER PORTAL
Cirrus MD
SIGN IN
Counseling: Counseling: Virtual, face-to-face, or telephonic sessions with a counselor. Up to 12 sessions, per member, per year with a 2-month break between each block of 4 sessions (CA limits to 6 sessions per member, per year).
Access to additional resources: Childcare, legal, financial, support groups, housing, etc.
Elder Care & Financial: Telephonic consulting, tailored eldercare counseling & resources, plus financial wellness counseling provided by experts in their field.
Online Training Library: Thousands of virtual work/life training and the ability to track progress.
Access to Compass: Advanced HR support and assistance in professional development.
Please note, this program does not offer psychiatric services nor medications needed for mental health.
The password for MPB.Health members is MAP
- Products and Services Course
- Sedera Training
- Planstin Training***DO NOT SIGN THE AFFILIATE AGREEMENT
- Zion Training***DO NOT SIGN AFFILIATE AGREEMENT
- Savvos Training
- RCI/Apex Training
- Planstin Platform Training Video Employer
- Planstin Platform Training Video 1099/Sole Proprietor
- Planstin Platform PDF Instructions Employer
- Planstin Platform PDF Instructions 1099/Sole Proprietor
- MPB.Health 9 Minute Video
- MPB.Health 3 Minute Video
- MPB.Health Employer Provided Healthcare Video
How to submit a sharing request with Zion
Zion is open from 7:00 a.m. to 5:00 p.m. MT. Call 888-920-9466. When you call there will be a menu with options depending on your particular need.
Hit #3 – Customer Service. Tell them you need to get an invitation in order to create your Zion Member Portal. If your membership consists of more than one person, you must verify with Zion if you are creating a Member Portal for the entire membership unit or just for the member who has a sharing request to submit. Zion will send you an email for further instructions in creating your Zion Member Portal.
Once you get into your Portal, look for a link that reads, “Submit Sharing Request” and click on that link.
Once you go through that link, read all the information Zion is requesting. Upload all of your documents at once in a PDF format.
How to handle a maternity need with Zion?
The member is encouraged to open a maternity sharing request as soon as she receives confirmation of her pregnancy. Maternity requests must be submitted on-line through the member portal. If the member does not yet have access to their portal, follow steps in Q-#2.
Follow the Maternity Checklist in the Maternity Guide: Zion Maternity Guide
How do I check on my Medical Need with Zion?
If Member wants to look at their Sharing Request progress, they can go to their Zion member portal and view it. For questions about their medical need/sharing request, Members must speak directly with Zion Health at 1-888-920-9466 – Option #6.
Please transfer member directly to Zion unless a member requests the number to call at another time.
My doctor told me that I needed a stress test. Is that covered by my plan, because it came out of my free visit?
Ask if “free” visit was for preventive care or diagnostic care.
Ask if a member had the test done and if he/she got a bill.
Find out if this test is recommended due to a pre-existing condition.
If test was not yet done, get fairest pricing for the test in Healthcare Bluebook, or other sources, etc.
Direct member to check the guidelines of their medical cost sharing organization for this need. e. Remind member of where their member portal is to upload a Sharing Request/Medical Need and assist them in doing so, if required.
I had to visit an urgent care clinic and now have a bill that I would like to see if I can get partial or total reimbursement for?
These types of visits will not be shared unless there further diagnostic medical treatment that exceeds the member’s selected IUA, in which case, they will, then, submit a sharing request.
If the member has an HSA, s/he may use it for these types of expenses.
Will dental/vision expenses be shareable under my plan?
Dental and vision expenses are not shareable unless part of medical need due to accident or injury. Cataract surgery is eligible for sharing after the membership waiting period. Refer member to their advisor if they would like to purchase an additional dental/vision plan through the advisor.
How do I submit a Medical Need to Sedera Health?
Be sure member has set up their member.sedera.com account.
If the member is set up and they know their credentials:
Send member CRM email template, How to Submit Bills to Sedera Health, from the CRM.
Templates module, under Member Services-MPB/Sedera. Link for Submitting a Need to Sedera tutorial:
General Instructions – How Sedera Members Submit Needs for Sharing:
- Open Sedera’s web-based app: member.sedera.com
- Under Menu Bar: Needs Management Dashboard
- Submit a new need (or upload new bills to an existing need)
- Under Menu Bar: Receipt Storage
How to Handle a maternity need with Sedera?
Members generally pay their medical providers at reduced rates, due to their cash pay status, and submit their Medical Bills/Needs Case(s) to Sedera after delivery.
If a maternity care provider will reduce the normal charges if a member prepays some or all of the Medical Bills, Sedera will consider sharing the maternity Needs Case prior to the birth. The member must request an estimate and submit it via the online Needs Case Submittal Process.
The member should contact a Sedera Member Advisor at 1-855-973-3372
(See Section 6.A.7. in Sedera Guidelines) so that Sedera may assist them through the process. Members who have already experienced a Need that exceeds their Initial Unshareable Amount (IUA) should access their Sedera Member Portal online to open a Needs Case. The member the organizes their Medical Bills, goes online to sederamcs.org/login, clicks on “Needs Management” from the menu bar and completes the online Needs Case Submittal Process. This includes uploading copies of all relevant Medical Bills and any proof of payments made towards the member’s Maternity Initial Unshareable Amount (IUA). If the member has any questions about the
Needs Case Submittal Process, they should contact a Sedera Member Advisor.
How do I check my Medical Need with Sedera?
If member wants to see what bills they have already submitted, they must log in and, on the menu, click on Needs Management. They will see the list of cases they have created.
Click on the need they want to check on and click on View Bills. Email needs@sedera.com with any Questions they may have or call Sedera Health at 1-855-973-3372 regarding his/her Need.
Please transfer member directly to Sedera unless member requests the number to call at another time.
How should I pay for my chiropractor/acupuncture or other holistic medicine bill?
If the member feels the need to submit a Sharing Request due to potential costs in excess of his/her IUA, the member must follow the guidelines for sharing an alternative treatment need, including a prescription for that treatment by a licensed provider.
If the member’s costs will be below his/her IUA amount, recommend checking Choices by Whole Health Living for discounted services in the member’s area. The member can pay with a credit card or their Health Savings Account (HSA), if they have one.
What’s the difference between my Zion HealthShare and Planstin?
Zion HealthShare is the member’s Medical Cost Sharing community who shares in large medical needs. Planstin is the Third Party Administrator (TPA) for the Minimum Essential Coverage (MEC) plans we offer; an HSA Preventive Plan, which deals only with preventive care services mandated by the Affordable Care Act (ACA) and offers eligibility to open a Health Savings Account (HSA) to pay for smaller medical needs; and a Co-Pay Plan, which offers Preventive Care Services at no co- pay and other services with a co-pay and no deductible.
What happens if I have an ongoing medical need and I will be aging out of my plan at 65?
Medical incidents that occur within thirty (30) days of the members scheduled age-out at sixty- five (65), will have up to thirty (30) days after their membership end date to submit a sharing request. All other time limits will remain in effect including:
– itemized bills and statements must be submitted within six (6) months of the date of service, and
– the IUA must be paid within six (6) months of the date of service, or they become ineligible for sharing.
