Case Setup Checklist

After creating a new case, there are several things that can help ensure a successful open enrollment. The attached checklist breaks the preparation tasks into four categories:

Step 1: Customize Your Toolkit (due: as soon as possible after case creation)

Step 2: Add case agents and other stakeholders (due: after toolkit customization)

Step 3: Prepare for text message communication (due: two weeks prior to OE start date)

Step 4: Review the toolkit and prepare for launch (due: 5-7 days prior to OE start date)

Check each item off the checklist for a successful launch. Reach out to [e-mail] with questions.