Hello [Insert Name],
Thank you for taking the time to meet with me today to review and complete the ACA Discovery document.
I have attached the completed document. Tabs and fields highlighted in yellow need review. For any items needing review, please update the document with information needed and upload the completed document to Feedback within the PayNW system prior to our next scheduled meeting (instructions attached).
Items to review:
Tab
- Field
We will use the information provided in the completed ACA Discovery document to configure the ACA module in the PayNW system.
Our next meeting is scheduled for [Thursday, June 8th, 2023, at 11:00 am PST/1:00 pm CT.]
ACA Training Part I:
- Company ACA Settings
- Company Medical Benefit Plan Settings
- Company Benefit Profile
- Company ACA Profiles
- Employee ACA and Benefit Profile Assignments
We will schedule a separate meeting for ACA Training Part II to review ACA reports and data.
Please let me know if you have any questions in the meantime.
Thank you,