MANAGE BENEFIT PROVIDERS

Use this screen to store information about benefit providers, such as insurance companies, that are assigned to benefit plans. This screen contains address and policy information and provides four blank fields that you can use for any other information you want to record about the provider. You can also record contact person information by using the Contact Information subtask on this screen. Because the Provider field on the Manage Benefit Plans screen is required, you must have at least one entry in the Providers table.

Enter the information for all of the providers you plan to use before setting up benefit plans. However, you can add to the Providers table at any time, and you can establish an unlimited number of records.

Location

Identification

Provider Code

Enter a unique code toidentify 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.

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.

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.

1 - 4

Enter additional information that you want to record about this provider.

Subtasks

• Table Information

  Changes to this screen update the following tables:

  • HB_PROVIDER

  • MAIL_STATE