PROVIDERS

Use this screen to store information about benefit providers, such as insurance companies, that are assigned to benefit plans. This screen contains address and policy information and provides four blank fields that you can use for any other information you want to record about the provider. You can also record contact person information by using the Contacts subtask. Because the Provider field in the Benefit Plan Setup screen is required, you must have at least one entry in the Providers table.

You should enter the information for all of the providers you plan to use before setting up benefit plans. However, you can add to the Providers table at any time, and you can establish an unlimited number of records.

Provider Code

Enter up to 12 alphanumeric characters to uniquely identify this insurance/benefit provider. This is a required field.

Name

Enter up to 40 alphanumeric characters to describe or name the insurance/benefit provider. This field is required.

Address

Use the fields in this group box to enter the full mailing address of the provider.

Lines 1, 2, and 3

Enter up to 30 alphanumeric characters for each line of the street portion of the provider's mailing address. These fields are optional.

City

Enter the name of the provider's city, up to 25 alphanumeric characters. This is an optional field.

State/Province

Enter, or use Lookup to select, the abbreviation for the provider's state/province; you can enter up to 15 alphanumeric characters. State/province codes are validated against the system's Mail State table. This is an optional field.

Country

Enter, or use Lookup to select, the eight-character code for the provider's country. The state/country combination must be in the system's Mail State table. This is an optional field.

Postal Code

Enter the provider's zip code or foreign postal code of up to 10 alphanumeric characters. This is an optional field.

Policy Info

Use the fields in this group box to enter information about the company's policy with this benefits provider.

Employer ID Number

Enter the identification number the provider has assigned to this company. You can enter up to 20 alphanumeric characters in this required field.

Policy ID Number

Enter the policy number the provider has assigned to this company. You can enter up to 20 alphanumeric characters in this required field.

Effective Date

Enter the date, in MM/DD/YYYY format, that this policy went into effect. This field is required.

Expiration Date

Enter the date, in MM/DD/YYYY format, that this policy terminates. This field is optional.

User Fields

Use the fields in this group box to enter additional information.

1 - 4

Enter up to 30 alphanumeric characters for additional information you want to record about this provider. These fields are not validated by the system and are optional.

Contacts

Select this pushbutton to open the Contacts subtask where you can enter information for an unlimited number of contacts for this provider.

Table Information

Changes to this screen update the following tables:

Provider - HB_PROVIDER

Mail State - MAIL_STATE