Plan Contacts

 

 

Clicking on the Benefit Setup icon displays the Benefits - Setup [Plan] page.  

After Division Selection, select the Plan Contacts tab, which provides for the creation of new employee contacts, or the editing/deletion of existing contact information.

 

 

For reference, the system displays a list of all Current Plan Contacts at the bottom of the page.  

 Edit/Delete Plan Contact

To edit an existing contact, click in the coverage row to display the contact details and make your changes. Click to undo any changes.

To delete a contact, click in the contact row. The system will request confirmation.

Add Plan Contact

Select the Plan No from the drop-down box.

(The Plan must already exist in the Current Plans list in the Plan tab.)

 

 

Select the Contact Type from the drop-down box.  

PPO = Preferred Provider Organization

TPA = Third Party Administrator

(Available selections are specified in the Benefit Tables tab on the Configuration page.)

 

Enter the Company Name of the organization offering the plan.

 

Enter the Contact's First Name in the related text box.

 

Enter the Contact's Last Name in the related text box.

 

Enter the Contact's Email Address in the related text box.

 

Enter the Contact's Telephone number and Extension in the related text boxes.

 

Enter the first line of the Contact's Street Address in the related text box.

 

Enter the second line (if any) of the Contact's Street Address in the related text box.

 

 

Enter the Contact's City in the related text box.

 

 

Select the Contact's State from the drop-down box.

 

Enter the Contact's Zip code in the related text box.

 

Enter the Contact's Fax No (if any) in the related text box.

 

Click to erase any entries.  

Click to store the new contact.  The system automatically populates the Created/Modified fields with the applicable user and date.