Selecting the Benefit Tables tab on the Configuration page provides for user-specification of Events, Contact Types, Fee Types, Plan Types, and Adjustment Reasons used in Benefit Plan Setup, selected from the drop-down box.
Plan Types |
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Selecting the Benefit Tables tab on the Configuration page provides for user-specification of Events, Contact Types, Fee Types, Plan Types, and Adjustment Reasons used in Benefit Plan Setup, selected from the drop-down box.
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Select Plan Types from the drop-down box to add/edit the types of plans available for selection throughout the application. Plan Types describe the types of benefits offered by the plan, such as medical, dental, etc.
For reference, the system displays a list of Current Plan Types at the bottom of the page.
To edit an existing Plan Type, click 
in the desired row
to display the Plan Type details and make your changes. Click 
to undo any changes.
To delete a Plan Type, click 
in the desired row. The system will request
confirmation.
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Enter the Plan Type No in the related text box. |
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Enter the Plan Type Description in the related text box. |
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Click 
to erase
any entries.
Click 
to store
the new type of plan. The system automatically
populates the Created/Modified fields with the applicable user and date.
