Carepassage

The Plan-Sponsor Review Template.

A free, editable quarterly template that turns a period of member trips into the few numbers that make the case to keep, or expand, the covered-travel benefit. A Monday-board export does not answer what the sponsor got; this does.

The four sections

The travel benefit is one of the few places a TPA can point to a concrete, member-felt improvement and a clean savings story at the same time.

The hard part is having the data

The template reframes travel from a cost line into a savings-enabler and puts member satisfaction in front of the sponsor, where it belongs. The only thing it needs from you is the data, which is the part most desks do not have yet.

Every trip booked through Carepassage feeds a per-plan report: members served, nights, travel spend, and satisfaction from the post-stay survey. Sixty days of trips gives you a real review instead of an empty template, and it is free for your TPA.

Common questions

Why not just use a project-management export?

A board export shows that activity happened, not what the sponsor got. This template ties members served and nights to satisfaction and procedure savings, which is what a renewal conversation actually turns on.

How long before I have enough data to fill it in?

About 60 days of Carepassage trips gives you real per-plan numbers and member-satisfaction signal to bring to the next review.

Does the report ever show member medical details?

No. Per-plan sponsor reports show spend, nights, and satisfaction, never diagnoses or clinical content, and never Carepassage internal margin or commission.

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