Enrolment rows
Enrolment records returned by PlanSource, including plan name and status when the row includes them.
PlanSource + PaperThread
Connect PlanSource so PaperThread can answer enrolment questions and flag missing or lapsed coverage from the rows that come back.
How it integrates with PlanSource.
Coverage gaps
Missing or lapsed coverage is flagged from the enrolment rows that come back, including a row marked waived, pending, or terminated.
Plan and tier
Plan name and coverage tier are read only when the enrolment row includes them.
Read only
PaperThread does not write enrolment or coverage back to PlanSource.
How PaperThread puts that
context to work.
Read context
Answer enrolment questions from the PlanSource rows that come back.
Prepare actions
Prepare a follow-up when missing or lapsed coverage is flagged.
Route work
Send the next step to the person who owns it.
Update supported items
PaperThread does not write enrolment or coverage back. A gap the read cannot close stays open with a person.
Hand off to a person
Assign a person when the PlanSource connection cannot finish the action.
Common questions, clear answers.
Answers for this connection, including what PaperThread can read and what still needs a person.
It answers enrolment questions and flags missing or lapsed coverage from the PlanSource rows that come back, so the next step uses those records.
Enrolment rows returned by PlanSource. Plan name, coverage tier and status are used when the row includes them. A partial return is not a complete member list.
No. PaperThread does not write enrolment or coverage back to PlanSource, and it does not enrol a worker from this connection.
No. PlanSource stays the benefits record. PaperThread answers enrolment questions and flags missing or lapsed coverage from the rows that come back.
PaperThread keeps the case open and assigns a human step. Enrolment writes are not supported, so they are not marked done.
A workspace admin pastes a PlanSource API key and an optional company or employer ID. The key is stored in the credential vault. This connection uses an API key, not OAuth.
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Nest
A pension scheme when a PlanSource question also needs retirement context.
Slack
The private DM where a PlanSource question or approval can be sent.
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Google Drive
Approved policy files that sit alongside PlanSource enrolment context.
Gusto
Payroll context when a PlanSource enrolment question also needs pay.
Connect PlanSource to PaperThread.
Answer enrolment questions from PlanSource, flag missing or lapsed coverage, and keep anything unfinished with a person.