Manage Benefit Providers

Use the Manage Benefit Providers 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 Contact Information subtask on this screen. Because the Provider field on the Manage Benefit Plans screen is required, you must have at least one entry in the Providers table.

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.