Personnel > Tables > Insurance Company Codes
This page allows you to add and maintain basic information about insurance companies for reporting.
Add |
Click to add insurance company data. A blank insurance company code record is displayed. | OR | Retrieve an existing record. |
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❏ Under Insurance Company Codes:
❏ 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 Number | Type the insurance plan number. The field can be a maximum of 20 digits. |
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Plan Description | Type the description of the type of insurance plan. The field can be a maximum of 20 characters. |
Group Nbr | Type the group number for the district. The field can be a maximum of 20 digits. |
Self-Insured | Select 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.
Retrieve |
The Retrieve button is also used to retrieve information from the last save. If you click Retrieve, any unsaved changes are lost. |
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Click 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.
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Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved.
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