Businessolver® Client Newsletter
03/17/2026
Schedule Recurring Standard Reports
Automate the Standard Reports you rely on to eliminate repetitive scheduling tasks
Until now, admins could only schedule Standard Reports in Benefitsolver® to run one time in the future. This forced clients and client teams alike to have to manually reschedule reports needed on a regular basis.
Admins can now schedule Standard Reports on a recurring basis, using the same scheduling functionality available in Build a Report. You can schedule a report to run once, daily, or on specific days of the week. When scheduling a report, you’ll be asked to pick a start and end date. Reports can be scheduled for up to one year in the future.
By automating regularly needed Standard Reports, you can reduce manual effort, avoid missed report runs, and ensure that critical data is delivered consistently. This enhancement enables you to spend less time managing schedules and more time using the insights those reports provide.
In related news, this functionality is coming soon to Custom Reports as well. Be on the lookout for an article detailing the new functionality in our next edition of The Wire.
Want to learn more about reporting in Benefitsolver? Join us for our Data-Driven: Reporting & Analytics training on Thurs., March 26 at 11 a.m. CT. We’ll dive into the Benefits Insights Dashboard, Company Scorecard Analytics, all things Standard Reporting, and Build a Report.
Featured: Sofia℠ Coach is Driving Faster & More Accurate Member Support
Helping member advocates & admins assist members from the member record
Sofia Coach is designed to give member advocates, or you, an admin, real-time guidance while assisting a member. And it all happens on their member record— right where you’d be when assisting a member. To start chatting with her, simply click on the Sofia button right by the member’s name at the top of the screen.
In that conversation, she’ll provide member advocates or admins with guidance based on the same intelligence a member would receive when chatting with Sofia. Sofia Coach will help us ensure we have accurate, consistent answers across every interaction. Plus, it will provide faster responses since both you and member advocates can access Sofia right from the member’s record.
Want to learn more about Sofia Coach? Watch the video alongside this article. Or, Visit the Learning Hub > Training and Insights Tab > Mobile App and Sofia Updates to watch snippets from our recent Sofia Update session.
Our Sofia Update covered this and more, so consider watching it on demand to learn about all we have planned for 2026.
What’s New in Compliance?
HHS Released Updated Model Notices of Privacy Practices
Dept. of Health & Human Services (HHS) released revised Model Notices of Privacy Practices (NPPs) for HIPAA-covered health plans and health care providers to reflect changes related to substance use disorder (SUD) records under 42 CFR Part 2.
As of February 16, 2026, HIPAA covered entities must include specific information regarding the use and disclosure of Part 2 protected records in their NPPs. Federally assisted SUD programs are also required to provide updated patient notices.
If you haven’t already, now is the time to confirm your group health plan’s NPP has been updated to meet the new Part 2 requirements, as enforcement is already in effect.
Read the HHS update to learn more.
DOL Extends Comment Period for Proposed PBM Fee Disclosure Rule
On February 27, 2026, the U.S. Department of Labor (DOL) announced an extension of the public comment period for its proposed rule on pharmacy benefit manager (PBM) fee disclosure requirements under Employee Retirement Income Security Act (ERISA).
The comment deadline has been extended to April 15, 2026, to allow stakeholders to address how the proposal should align with recent statutory amendments to ERISA included in the Consolidated Appropriations Act, 2026.
Review the proposed rule for further detail.
California DMHC Revises Guidance on Infertility Coverage (SB 729)
The California Department of Managed Health Care (DMHC) issued a revised All Plan Letter (APL 25021) on February 23, 2026, providing updated guidance on implementation of Senate Bill 729. Senate Bill 729 requires large group health plan products to cover, and small group products to offer coverage for, the diagnosis and treatment of infertility.
The revised guidance clarifies lifetime limits, cryopreservation storage arrangements, and related filing requirements, and reflects the delayed effective date of January 1, 2026. These new requirements do not apply to self-insured plans or religious employers as defined by the state.
Read the update for more information.
Upcoming Sessions:
TODAY at 11 a.m. CT: Businessolver Roundtable // Moving from Engagement to Anticipation – How Analytics and Communications Unite
Join us today to discover how our Communications & Insights Agency (a.k.a. custom communications team) is helping organizations move beyond traditional engagement and into true anticipation. We’ll explore how Benefitsolver data delivers predictive insights that reveal employee needs before they surface, how smarter communication strategies improve understanding and drive yearround utilization, and how continuous measurement and feedback help refine your approach for maximum impact.
This session offers a clear look at how analytics and communication can work together to shape a more proactive, connected benefits experience.
Add to schedule
Thurs., March 26, at 11 a.m. CT: Businessolver Training // Data-Driven Insights: Reporting & Analytics
Your data is one of your greatest strategic assets—especially when you know how to use it. At this training, our experts will show you how to take full advantage of your Benefits Insights Dashboard. You’ll learn how to quickly surface actionable trends, measure the success of your Annual Enrollment, and identify the standard reports that deliver the clearest picture of your program’s performance.
We’ll also walk through creating and scheduling custom reports, giving you the flexibility to access the exact data you need, when you need it. If you’re ready to get more value from your analytics and make sharper, data-driven decisions, this training is for you!
Add to schedule
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A Peek at Our Pinnacle Partners: The Standard
Enhance your benefits strategy with meaningful protection
Healthcare decisions can be confusing, especially when unexpected illnesses or injuries arise. Our partner, The Standard, recently broke down the real-world factors that influence where people seek care—cost, accessibility, and the emotional stress of navigating medical choices. These challenges directly affect you as an employer because uncertainty in moments of crisis often leads to higher outofpocket expenses and greater financial strain for employees.
That’s where The Standard’s voluntary benefits offerings can make a meaningful difference. Their accident, critical illness, hospital indemnity, and other coverages provide affordable protection when employees face unplanned medical events.
If you’re looking to strengthen financial security and confidence across your workforce, The Standard is an invaluable partner. Explore their blog to better understand how thoughtful benefits can support smarter care decisions.
