User Tools

Site Tools


Sidebar

Table of Contents

personnel:tables:insurancecompanycodes

Insurance Company Codes - HRS2900

Personnel > Tables > Insurance Company Codes

This page allows you to add and maintain basic information about insurance companies for reporting.

Add or retrieve insurance company data:

Add

Click to add insurance company data. A blank insurance company code record is displayed.

OR 
Retrieve an existing record.

Click Ellipsis Icon to search for and select an insurance company code. Or, begin typing the insurance company code or name. As you type the data, a drop-down list of corresponding data is displayed. Select an insurance company code or name and click Retrieve.

❏ Under Insurance Company Codes:

Field Description
Company Code Type the code associated with the insurance company. The field can be a maximum of five digits.
Company NameType the name of the insurance company. The field can be a maximum of 30 characters.
Street NbrType the street number of the insurance company. The field can be a maximum of six digits.
Street NameType the street name of the insurance company. The field can be a maximum of 20 characters.
CityType the name of the city in which the insurance company is located. The field can be a maximum of 25 characters.
StateClick Drop-down Arrow to select the two-character abbreviation of the state in which the insurance company is located.
Zip CodeType the five-digit zip code that indicates the location of the insurance company.
+4Type the four-digit additional zip code indicating the location of the insurance company.
Phone NumberType the three-digit area code and seven-digit phone number of the insurance company.
ExtensionType the phone number extension, if applicable.
ContactType the contact name associated with the insurance company. The field can be a maximum of 30 characters.

❏ Under Insurance Plans, click +Add to add a plan number, description, and group number. The system populates the Code and Company Name fields with data from the selected company.

Plan NumberType the insurance plan number. The field can be a maximum of 20 digits.
Plan DescriptionType the description of the type of insurance plan. The field can be a maximum of 20 characters.
Group NbrType the group number for the district. The field can be a maximum of 20 digits.
Self-InsuredSelect to identify the health insurance plan as being a plan in which the employer assumes the financial responsibility for providing health care benefits to its employees.

This field should be selected for PPO plans (e.g., TRS ActiveCare 1-HD, 2, and Select plans).

❏ Click Save.

Other functions and features:

Retrieve

The Retrieve button is also used to retrieve information from the last save. If you click Retrieve, any unsaved changes are lost.

PrintClick to print the report. Review the report.
Delete

Click to delete the insurance company record. A message is displayed asking if you want to delete the record.

Click Yes to delete the record.

Click No to not delete the record and return to the Insurance Company Codes tab.

Trashcan Icon

Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved.

Click Save.

personnel/tables/insurancecompanycodes.txt · Last modified: 2021/12/07 15:28 by emoreno