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What is PlanSource?

Elevate every aspect of your benefits program with PlanSource, which allows you to connect with employees through customized messaging and communication strategies that can be adapted for different groups and automatically distributed through email, text, mobile applications, and other channels. Our platform simplifies self-billing and invoice reconciliation, drastically reducing the time spent on auditing and correcting insurance bills each month, which in turn fosters a more efficient workflow. With robust compliance solutions, you can have peace of mind regarding ACA measurement and reporting, COBRA administration, eligibility requirements, and much more. Our streamlined workflows and real-time integrations facilitate an enrollment process designed to boost engagement and participation in your plans. The fully mobile experience offered through our app and website makes it easy for employees to explore benefits, akin to the convenience of online shopping. By eliminating manual tasks and minimizing HR administrative burdens, you can realize genuine end-to-end automation in your benefits system. This transformation not only enhances employee satisfaction but also significantly improves the overall effectiveness of your benefits administration while fostering a culture of engagement and support throughout your organization.

What is Eligible?

Eligible offers a suite of powerful APIs that facilitate the seamless integration of insurance billing features into various applications. Our certifications assure both patients and healthcare providers that Eligible maintains the highest levels of privacy and security while managing millions of healthcare cases on a monthly basis. We understand the critical role that a robust information security framework plays in achieving the goals of both Eligible and our clients. We are proud to announce the successful completion of our Type II SOC2 audit, which reinforces our unwavering commitment to protecting sensitive health information. This accomplishment not only highlights our dedication to security but also fosters trust among our customers and partners regarding our responsibilities in safeguarding confidential data. Through our APIs, you can significantly improve the patient insurance billing experience for your users, enabling effortless estimates, insurance verification, and claims submission. Discover the simplicity and effectiveness that our technology brings to healthcare billing processes, ensuring a smoother experience for both providers and patients alike. In a rapidly evolving healthcare landscape, our solutions empower you to stay ahead and deliver exceptional service.

Media

Media

Integrations Supported

ADP Celergo
ADP DataCloud
ADP Enterprise HR
ADP Global Payroll
ADP Learning Management
ADP Mobile Solutions
ADP Next Gen HCM
ADP Onboarding
ADP StandOut
ADP Streamline
ADP Succession Management
ADP Total Absence Management
ADP Workforce Now On the Go
BambooHR
OptiMantra
SAP Store
Wisely by ADP

Integrations Supported

ADP Celergo
ADP DataCloud
ADP Enterprise HR
ADP Global Payroll
ADP Learning Management
ADP Mobile Solutions
ADP Next Gen HCM
ADP Onboarding
ADP StandOut
ADP Streamline
ADP Succession Management
ADP Total Absence Management
ADP Workforce Now On the Go
BambooHR
OptiMantra
SAP Store
Wisely by ADP

API Availability

Has API

API Availability

Has API

Pricing Information

$4 per month
Free Trial Offered?
Free Version

Pricing Information

3% Fee
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PlanSource

Date Founded

2008

Company Location

United States

Company Website

www.plansource.com

Company Facts

Organization Name

Eligible

Date Founded

2011

Company Location

United States

Company Website

eligible.com

Categories and Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Categories and Features

Medical Billing

Claims Processing
Claims Scrubbing
Code & Charge Entry
Compliance Tracking
Customizable Dashboard
Dunning Management
Invoice History
Patient Eligibility Checks
Practice Management
Quotes/Estimates
Remittance Advice

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