Contents of the Manage Benefit Providers Screen
Use the fields and options to configure the Manage Benefit Providers screen.
Identification
Field | Description |
---|---|
Provider Code |
Enter a unique code toidentify this insurance/benefit provider. |
Name |
Enter a description or name for the insurance/benefit provider. |
Policy Information
Use the fields in this group box to enter information about the company's policy with this benefits provider.
Field | Description |
---|---|
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, or click to select, the date that this policy went into effect. |
Expiration Date |
Enter, or click to select, the date that this policy terminates. |
Address
Use the fields in this group box to enter the full mailing address of the provider.
Field | Description |
---|---|
Lines 1, 2, and 3 |
Enter the street information of provider's mailing address in these lines. |
City |
Enter the name of the provider's city. |
State/Province |
Enter, or click to select, the abbreviation for the provider's state/province.. State/province codes are validated against the Mail State table. |
Postal Code |
Enter the provider's zip code or foreign postal code. |
Country |
Enter, or click to select, the code for the provider's country. The state/country combination must be in the Mail State table. |
User-Defined Fields
Use the fields in this group box to enter additional information.
Field | Description |
---|---|
1 - 4 |
Enter additional information that you want to record about this provider. |
Subtask
Subtask | Description |
---|---|
Contact Information | Select this link to open the Contact Information subtask where you can enter information for an unlimited number of contacts for this provider. |