Contact Types

 

 

Selecting the Benefit Tables tab on the Configuration page provides for user-specification of Benefit Events, Contact Types, Fee Types, Plan types, and Adjustment Reasons used in Benefit Plan Setup.

 

 

Plan Contacts can be company-internal, at the Preferred Provider Organization, at a Third Party Administrator, etc.   

 

Select Contact Types from the drop-down box to add/edit these contacts for the specified Division.

 

For reference, the system displays a list of Current Contact Types at the bottom of the page.

Edit/Delete Contact Types

Click in the desired row to display the contact details and make your changes. Click to undo any changes.

To delete a Contact Type, click in the desired row. The system will request confirmation.

Add Contact Types

Enter the Contact Type No in the related text box.

 

Enter the Contact Type Description in the related text box.

 

Click to erase any entries.  

Click to store the new contact type that may be associated with a plan.  The system automatically populates the Created/Modified fields with the applicable user and date.