Switch a Member's Plans
Move a member and their dependents from one plan to another
{
"snapshot_mode": "current_open",
"employee": {}, // omitted for brevity
"dependents": [], // omitted for brevity
"coverages": [
{
"carrier_id": "2d370e0e-fd73-45e0-8828-796d2cacaeef",
"line_of_coverage": "dental",
"plan_id": "61b6d125-8bbf-483a-9920-f23d9442403d",
"enrolled_members": [
{
"individual_id": "52b8ff36-388a-4faf-bc42-df446f13b89a",
"individual_type": "employee",
"effective_start_date": "2022-01-01",
"effective_end_date": "2022-09-30",
"event_id": "2001",
"latest_change_effective_date": "2022-09-15"
},
{
"individual_id": "110fef60-6e89-4341-892a-f6ff3f68c072",
"individual_type": "dependent",
"effective_start_date": "2022-01-01",
"effective_end_date": "2022-09-30",
"event_id": "2001",
"latest_change_effective_date": "2022-09-15"
}
]
},
{
"carrier_id": "2d370e0e-fd73-45e0-8828-796d2cacaeef",
"line_of_coverage": "dental",
"plan_id": "40fdcb25-0fb3-43db-8dda-28180692854d",
"enrolled_members": [
{
"individual_id": "52b8ff36-388a-4faf-bc42-df446f13b89a",
"individual_type": "employee",
"effective_start_date": "2022-10-01",
"effective_end_date": "9999-12-31",
"event_id": "2001",
"latest_change_effective_date": "2022-09-15"
},
{
"individual_id": "110fef60-6e89-4341-892a-f6ff3f68c072",
"individual_type": "dependent",
"effective_start_date": "2022-10-01",
"effective_end_date": "9999-12-31",
"event_id": "2001",
"latest_change_effective_date": "2022-09-15"
}
]
}
],
"events": [
{
"id": "2001",
"date": "2022-09-15",
"type": "coverage",
"reason": "open_enrollment"
}
]
}
{
"snapshot_mode": "current_open",
"employee": {}, // omitted for brevity
"dependents": [], // omitted for brevity
"coverages": [
{
"carrier_id": "2d370e0e-fd73-45e0-8828-796d2cacaeef",
"line_of_coverage": "dental",
"plan_id": "61b6d125-8bbf-483a-9920-f23d9442403d",
"enrolled_members": [
{
"individual_id": "52b8ff36-388a-4faf-bc42-df446f13b89a",
"individual_type": "employee",
"effective_start_date": "2022-01-01",
"effective_end_date": "2022-09-30",
"event_id": "2001",
"latest_change_effective_date": "2022-09-15"
},
{
"individual_id": "110fef60-6e89-4341-892a-f6ff3f68c072",
"individual_type": "dependent",
"effective_start_date": "2022-01-01",
"effective_end_date": "2022-09-30",
"event_id": "2001",
"latest_change_effective_date": "2022-09-15"
}
]
},
{
"carrier_id": "2d370e0e-fd73-45e0-8828-796d2cacaeef",
"line_of_coverage": "dental",
"plan_id": "40fdcb25-0fb3-43db-8dda-28180692854d",
"enrolled_members": [
{
"individual_id": "52b8ff36-388a-4faf-bc42-df446f13b89a",
"individual_type": "employee",
"effective_start_date": "2022-10-01",
"effective_end_date": "9999-12-31",
"event_id": "2001",
"latest_change_effective_date": "2022-09-15"
},
{
"individual_id": "110fef60-6e89-4341-892a-f6ff3f68c072",
"individual_type": "dependent",
"effective_start_date": "2022-10-01",
"effective_end_date": "9999-12-31",
"event_id": "2001",
"latest_change_effective_date": "2022-09-15"
}
]
}
],
"events": [
{
"id": "2001",
"date": "2022-09-15",
"type": "coverage",
"reason": "open_enrollment"
}
]
}
Current state
The current state of the member and family, before switching their plans.
The current state of a family can be retrieved in the form of a member snapshot via the GET Member Snapshot by Employee ID endpoint.
Terminate the old coverage
If coverage is being removed, the request must include an end date for that coverage. The plan switch will not be processed correctly if you only include the details of the new coverage.
Terminated coverages don’t need to be referenced in future member snapshots.
Add new active plan
Include the details of the new plan and new enrollment, including the new start and end dates of coverage.
Set event reason
Set the relevant event reason
{
"id": "2001",
"date": "2022-09-15",
"type": "coverage",
"reason": "open_enrollment"
}
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{
"snapshot_mode": "current_open",
"employee": {}, // omitted for brevity
"dependents": [], // omitted for brevity
"coverages": [
{
"carrier_id": "2d370e0e-fd73-45e0-8828-796d2cacaeef",
"line_of_coverage": "dental",
"plan_id": "61b6d125-8bbf-483a-9920-f23d9442403d",
"enrolled_members": [
{
"individual_id": "52b8ff36-388a-4faf-bc42-df446f13b89a",
"individual_type": "employee",
"effective_start_date": "2022-01-01",
"effective_end_date": "2022-09-30",
"event_id": "2001",
"latest_change_effective_date": "2022-09-15"
},
{
"individual_id": "110fef60-6e89-4341-892a-f6ff3f68c072",
"individual_type": "dependent",
"effective_start_date": "2022-01-01",
"effective_end_date": "2022-09-30",
"event_id": "2001",
"latest_change_effective_date": "2022-09-15"
}
]
},
{
"carrier_id": "2d370e0e-fd73-45e0-8828-796d2cacaeef",
"line_of_coverage": "dental",
"plan_id": "40fdcb25-0fb3-43db-8dda-28180692854d",
"enrolled_members": [
{
"individual_id": "52b8ff36-388a-4faf-bc42-df446f13b89a",
"individual_type": "employee",
"effective_start_date": "2022-10-01",
"effective_end_date": "9999-12-31",
"event_id": "2001",
"latest_change_effective_date": "2022-09-15"
},
{
"individual_id": "110fef60-6e89-4341-892a-f6ff3f68c072",
"individual_type": "dependent",
"effective_start_date": "2022-10-01",
"effective_end_date": "9999-12-31",
"event_id": "2001",
"latest_change_effective_date": "2022-09-15"
}
]
}
],
"events": [
{
"id": "2001",
"date": "2022-09-15",
"type": "coverage",
"reason": "open_enrollment"
}
]
}