The Wellness Plan Report allows you to find all wellness plan members and their total price, amount paid, amount still owed, start of plan, expiration of plan, and provider of plan.
Rights and access
- To access the Wellness Plan Report, an employee must first be granted access.
- See Employee Rights for more information.
Using the report
- From the “Home” screen the employee will access the “Reports” tab.
- Click the Edit Pencil to the left of the “Wellness Plan Report” and Select “New Run”
- Give the report a Name*, apply filters and “Generate”
The report will display Wellness Plans depending on the selected criteria.