Plan Document Management FAQs

General FAQs



Exactly what is Phia's new PDM software? What is HIPAA How will this benefit our company? Who in the company should use the PDM system? Who should I contact for additional information?

Checklist/Plan Document Population Functionality



If one user is editing a checklist, can another user view that same checklist and make edits? Who can view my checklists? Does the PDM allow clients to populate their own document?

Amendments



How doe amendments work with the PDM software?

Cafeteria Plans/Wrap Documents



is the PDM software set up to accommodate plans like HRA plans, Flex, or FSA plans, Wrap documents, etc?

MEC/Skinny Plan Documents



Does the PDM system accommodate plans like MEC or Skinny plans?

Special Language Provisions (i.e. Native American Language Stating MLR Language)



Does the PDM allow for the addition of language specific to certain groups of employees?

Read Only Ability



Does PDM allow some usernames to have read-only access to the systems (i.e. users that would not have the ability to complete checklists, etc?)

Technical Support



Is there a dedicated technical support team for PDM? Did Phia create this software? Who are Phia's developers? What programming language is PDM built on? What other type of support does the software provide? Does Phia host PDM internally? What kind of server is PDM hosted on? What happens to the plan documents if your servers go down? How often does Phia back up information?

Pricing



What methods of payment do you accept? Who should payment be issued to? Can I change or cancel my subscription at any time? How will we be billed? What subscription plans do you offer? What additional services do you offer? My contract is almost over, how do I renew or start a new contract? What happens if I don't pay my invoice on time?

PDM Supplements



Can I have my document translated to Spanish?

PDM FAQs