Agent Bulletin
Volume 3, Issue 8: April 18, 2008

Celebrating our 75th Year

Regional Events Planned for Employers, Agents, Providers, and Other Community Members

Turning 75 is a huge milestone for us and we want to celebrate in a way that reflects our mission of helping people get the healthcare they need. In the coming months, we will host two events—an Employer Workshop and an Anniversary Reception—in each of our sales regions.

Employer Workshops: As a way to give back to the businesses that have helped us succeed, we are presenting half-day educational workshops for local employers. The workshops, titled “Today’s Topics for Tomorrow’s Healthcare,” will cover timely topics of interest to benefits administrators, including:

  • Workplace Wellness Programs: Case Studies in Success
  • Consumer-Directed Health Plans: Tax Implications for Employers and Participants
  • Bridging the Gap to Medicare: Health Insurance Options For Early Retirees
  • Paying Attention Pays Off: Ergonomic Tips to Prevent On-the-Job Injuries

These sessions are designed as a continuing educational opportunity for those responsible for managing employee benefits. The presentations will not be sales-oriented or focused on PacificSource products and services. Rather, we have recruited speakers from outside our organization who are subject matter experts to provide a broad perspective on these topics. We will be inviting our own clients and other select area employers to participate in the workshops. Invitations will be mailed four to six weeks prior to each region’s event.

Anniversary Receptions: We will also host 75th anniversary receptions immediately following each of the employer workshops. These receptions are our way of thanking the agents, providers, and other community members who have helped us reach our milestone and who help us achieve our mission every day. Attendees will have an opportunity to visit with their local PacificSource representatives, our executive leadership team, and others in the local healthcare and business community. Watch the mail for your invitation to a reception in your area, and in the meantime, save the date:

  • Medford – May 28
  • Bend – June 3
  • Portland – July 17
  • Eugene – September 16
  • Boise – date will be announced soon

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Clients to Pay as Billed for Easier Reconciliation

In the near future, we will require all groups to pay their invoice as billed rather than making adjustments to their statement. Paying as billed allows both employers and PacificSource to more easily account for subscribers each month for reconciling purposes. This in turn affects your commission payments, as commissions are now paid on a per-member basis for groups with 99 or fewer enrolled employees. As the plan administrator sends us information for enrolling and terminating subscribers, we will make the changes to their account, and premium adjustments will be reflected on their next month’s statement.

Rather than waiting until the requirement takes effect, we’d like to see groups begin paying as billed as soon as possible. We’ll be communicating with our clients about this soon, and we would greatly appreciate your assistance in promoting this method of payment among your group clients.

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Agents Help Us Refine InTouch

Thanks to your help, we are pleased to report that we have solved a problem in InTouch that prevented some agents from seeing their name at the top of the page and generating quotes for small employers with 2-25 employees. Upon researching the problem, we found that this affected agents who, after June of 2007, had changed agencies, moved to a different branch, or whose agency had changed its name. When you log in to InTouch, you should see your name at the top of the page and be able to generate your 2-25 group quotes.

We appreciate your assistance as we refine and add additional features to InTouch for Agents. If you encounter any problem or notice information that is incorrect, please contact us. Thank you for your continued patience.

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PacificSource Co-Sponsors First
School-Based Health Center for Washington County

We are proud to help sponsor Washington County’s first school-based health center (SBHC) at Tigard High School in Tigard, Oregon. The center officially opened on April 9. At the opening celebration, Governor Ted Kulongoski thanked the PacificSource Charitable Foundation and the other donors for their contributions that made the center a reality. School-based health centers are part of the Governor’s initiative to expand access to healthcare for all children in Oregon.

"We are thrilled to support Washington County in their effort to help youth get the healthcare they need," says PacificSource Community Development and Policy Director Laura Brennan.

School-based health centers are primary care clinics focused on providing students with preventive healthcare, as well as developmentally appropriate physical and mental health services, regardless of a student’s ability to pay.

The Tigard SBHC will use an innovative funding model that will allow the center to be financially self-sustaining in four years. By partnering with the Virginia Garcia Memorial Health Center, the Tigard SBHC will be reimbursed at the higher, federally-set rate for services provided to those using public insurers. This means that over the next four years, the Tigard SBHC will be able to forego grant dollars and will eventually rely solely on reimbursements from public and private insurers.

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Green Initiatives Added to Strategic Goals

We have added support for environmentally friendly initiatives to our strategic goals and are exploring ways we can save resources and energy, while reducing cost and waste. Although we have some green practices in place, such as recycling and using lights that automatically turn off, we know we can do more.

This year, we are focusing on two green initiatives to:

  • Reduce paper consumption within our facilities by 20 percent.
  • Decrease the everyday use of plastic water bottles.

To kick off these initiatives, we’ve solicited suggestions from our employees. We will select the best green ideas to help us achieve our goals and put them into practice. All of us at PacificSource are committed to using our resources wisely and we continue to seek ways to be good stewards of our environment.

We also want to support your clients’ green initiatives. Electronic versions of our benefit handbook and many forms and fliers are available for your clients to post on their internal networks or intranet. Not only will this reduce paper consumption, but it will allow their employees to have easy access to materials.

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Mental Health and Chemical Dependency Update

PacificSource continually reviews and occasionally changes the processes used in administering the benefits of your health plan. A recent change in our mental health and chemical dependency outpatient utilization review procedures has necessitated a change in the language of our Oregon group health policies. The language change does not change the benefits of the plan but only reflects the current utilization review processes by which those benefits are administered.

For more details, please refer to the letter, endorsement, and handbook addendum that will be mailed next week to all current groups that have an Oregon group health policy. The language will also be updated in all Oregon medical contracts and handbooks as each group renews.

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Manley Services’ Traci Osterman Provides Support for Employers

This month, Traci Osterman begins the newly created position of Operations Project Specialist at our subsidiary, Manley Services. The idea behind the position was to foster better understanding and facilitate a smoother process—from plan sale through participant claim.

Celebrating our 75th Year

Clients to Pay as Billed for Easier Reconciliation

Agents Help Us Refine InTouch

PacificSource
Co-Sponsors First School-Based Health Center for Washington County

Green Initiatives Added to Strategic Goals

Mental Health and Chemical Dependency Update

Manley Services' Traci Osterman Provides Support for Employers

OAHU Events

Upcoming Community Events

Traci Osterman Operations Project Specialist Traci Osterman
With experience as an agent, Sales Assistant, and Customer Service Team Leader, Traci is a sure fit for this position. As Operations Project Specialist, Traci will meet with employee groups, as well as employers and agents, to give detailed information about Manley Services plans, such as flexible spending accounts (FSAs), health reimbursement arrangements (HRAs), and premium only plans. She will also work with clients to identify opportunities for training and be available for renewal meetings.

Outside of working with clients and making presentations, Traci is an active community volunteer. During the past several years, she has volunteered on the Relief Nursery Auxiliary board, supported the March of Dimes, and coached boys' soccer. A former University of Oregon Soccer Team champ, you can find Traci on campus again—not playing soccer, but continuing her education and volunteering at the upcoming Olympic Track and Field Trials in Eugene .

In her new position, Traci hopes to function like a coach for clients and their employees, helping them gain a better understanding of their plan. “I especially like it when I can connect with someone and help them understand how their plan works,” says Traci. “Participants can be confused about the basic elements. All of us—agents, employers, and Manley—need to work together to educate participants and help them get the most from their Manley Services plan.”

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OAHU Events

An Oregon mandates agent training will be presented by the Office of Private Health Partnerships (OPHP), and sponsored by OAHU. These CE trainings are scheduled in 20 locations throughout Oregon during April and May.

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Upcoming Community Events

PacificSource is proud to sponsor Northwest community events that support healthy communities and health-focused organizations. We hope you will join us in supporting these events:

March for Babies—March of Dimes
April 26 in Bend, Eugene, and Portland; May 3 in Medford

This year, we are proud to be the leading Oregon sponsor for the March of Dimes March for Babies campaign. Our Platinum level statewide sponsorship supports the March of Dimes and helps prevent premature births and ensure babies get a good start in life.

Look for the PacificSource booth at the following March for Babies events:

  • Bend, Oregon, Les Schwab Amphitheater (April 26)
  • Eugene, Oregon, Alton Baker Park (April 26)
  • Medford, Oregon, Bear Creek Park (May 3)
  • Portland, Oregon, Rose Quarter Commons (April 26)

Willamalane Vineyards and Violins
May 3, Springfield, Oregon

This concert and auction take place at the Willamalane Parks and Recreation District Adult Activity Center. Proceeds benefit center programs, such as walking groups for adults aged 50 or better.

Bowl For Kids Sake
May 3, Bend, Oregon

Be a fundraising king pin and support the Big Brothers Big Sisters of Central Oregon. The mission of the organization is to empower youth to achieve their highest potential through meaningful one-to-one relationships with caring mentors.

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“All of us—agents, employers, and Manley—need to work together to educate participants and help them get the most from their Manley Services plan.”

Questions? You’re always welcome to contact us!

Eugene
(541) 687-7047 or toll-free (877) 657-9797
fax (541) 485-0915
Troy Kirk, Vice President Sales and Marketing
Doug Sheffer, Eugene Regional Manager

Bend
(541) 330-8896 or toll-free (888) 877-7996
fax (541) 330-8948
John Wright, Bend Regional Manager

Boise
(208) 342-3709 or toll-free (888) 492-2875
fax (208) 342-4508
Dave Ewers, Boise Regional Manager

Medford
(541) 858-0381 or toll-free (800) 899-5866
fax (541) 858-0486
Fred Cornett, Medford Regional Manager

Portland
(503) 699-6561 or toll-free (866) 540-1191
fax (503) 697-1075
Dennis Reed, Portland Regional Manager
Kristin Kennedy, Sales Executive

Manley Services
(541) 485-7488 or toll-free (800) 422-7038
fax (541) 681-8792
or toll-free (800) 575-1109
Stan Manley, President

Select Benefit Administrators
(503) 598-8908 or toll-free (888) 532-5332
fax (503) 598-0197
Nancy Louris, President

Agent Bulletin is published by PacificSource Health Plans • Each issue is archived at http://www.pacificsource.com/for_agents_N.html
Copyright 2008 • PacificSource Health Plans • All rights reserved
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