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general:add_insuranceinformation

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general:add_insuranceinformation [2021/09/27 15:34] – created emorenogeneral:add_insuranceinformation [2021/09/28 15:25] (current) – emoreno
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 [[personnel:maintenance:staffdemo:insurance|Personnel > Maintenance > Staff Demo > Insurance]] [[personnel:maintenance:staffdemo:insurance|Personnel > Maintenance > Staff Demo > Insurance]]
  
 +Ensure that each employee has updated insurance data on the [[personnel:maintenance:staffdemo:insurance|Personnel > Maintenance > Staff Demo > Insurance]] tab. You can manually enter the data or use the [[personnel:utilities:importstaffdemoinsurancedata|Personnel > Utilities > Import Staff Demo Insurance Data]] page to import the insurance data from a file provided by a third-party administrator or an enrollment vendor.  
 +
 +
 +^Retrieve an existing record|{{page>general:personnel_retrieveemployeedemo}}|
 +
 +VCV Click **+Add** to add a row. 
 +
 +^ Field                                        ^ Description   ^  /*Table with two rows*/
 +^Company|Click {{:images:dropdown.gif|Drop-down Arrow}} to select an insurance company.|
 +^Plan Number|Type or click {{:images:smallpicklist.gif|Ellipsis Icon}} to select a plan number for the selected insurance company. Or, press the SPACEBAR to view a list of available plan numbers.|
 +^Plan Type|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a plan type to include the appropriate individuals.|
 +^Employee Insurance ID|Type the insurance ID for the employee. The field can be a maximum of 20 digits and is optional.|
 +
 +VCV Under **Individuals Covered**, click **+Add** to add a row for each individual, including the employee covered by the selected plan in the top grid. 
 +
 +**It is recommended** that you leave the **Coverage End Date** field blank until an individual is no longer covered by the plan. This will tell the system to assume this coverage is active until you put a set date in and therefore, keep you from having to manually update the coverage dates each year.
 +
 +VCV Click **Save**.
  
general/add_insuranceinformation.1632756855.txt.gz · Last modified: 2021/09/27 10:34 (external edit)

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