We know that cases may come up where you need to delete an enrollment in Maxwell. For example, you might need to change an effective date of enrollment. In that case, you'd need to delete the enrollment first and then change the effective date.
IMPORTANT: Before taking the steps below, please make sure you’re deleting an enrollment that you don’t want any record of in the system. Once deleted, it is not possible to replace that enrollment's history. If this plan is EDI-enabled please do not delete the enrollment. Instead, contact our Customer Support team at email@example.com or (866) 629-7445 for help taking this action. They will ensure the correct procedure is followed and the EDI file feed is not negatively impacted.
To delete an enrollment, take the following steps:
- Head to the employee's profile, and find the enrollment on their "Benefits" tab.
- Select the drop-down on the benefit and click Delete Benefit.
- A pop-up will ask you to confirm that you want to delete the benefit. Click Yes - Delete Benefit.
That's it! If you need to re-enroll the employee in a new benefit, you can make a correction by clicking Make Changes.
NOTE: You cannot delete a past enrollment. Changing past enrollments has led to downstream issues in reporting, integrations, and EDI feeds. If you need to do this, please contact our Customer Support Team at firstname.lastname@example.org.