Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

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.

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.