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 to identify this insurance/benefit provider. |
| Name |
Enter a description or name for the insurance/benefit provider. |
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. |
Parent Topic:
Manage Benefit Providers
