Plan Information

The Insurance Plan page allows you to filter and modify Insurance Plans.

This Section Includes:

ØFilters

ØPlan Information Grid

ØAdd/Edit an Insurance Plan

 

Filters

 

Filters allow you to reduce the number of entries that appear on the grid.

•Name: Enter the name of an insurance plan. You can use an asterisk (*) as a wild card to represent one or more characters.

•Insurance Type: Select an Insurance Type from the drop-down list. Only one type of insurance can be viewed at a time.

Click the  button to display the results.

Click the Clear Filters link to reset all the filters.

Plan Information Grid

 

Insurance Plans are listed in the grid below the  icon-link. The name of the Insurance Plan, the Active status, and the related Accounts Receivable item are displayed on the grid.

•Click the  Add New Insurance Plan icon-link to add a new Insurance Plan.

•Click the Edit  icon to make changes to the Insurance Plan.

•Click the Delete  icon to remove the Insurance Plan from the system. (The Delete icon no longer appears next to an Insurance Plan after the plan has been assigned to an employee.)

Add New/Edit an Insurance Plan

 

The following fields appear when either adding or editing an Insurance Plan.

•Name: Enter the name of the Insurance Plan.

•Active: Check this box if this plan is active.

•AR Item: Select the Accounts Receivable Item that is billed when the Post to Accounts Receivable process is run.

•Election: Select the Election for adding or editing rate plans.

Add/Edit Plan Rate:

•Starting Date: Enter the starting date for this rate plan.

•Rate: Enter the monthly rate (Individual + Employer).

•Individual Rate: Enter the Individual Rate or Percentage.

•Employer Rate: Enter the Employer Rate for Percentage.                    

NOTE: After entering an amount in the Rate field, the program automatically calculates the remaining amount for the Individual Rate or Employee Rate fields.

A sample rate plan is displayed below. This shows a Family Plan where the employer covers $570.22 and the employee covers the remaining amount of $906.65. The total cost for the plan is $1,476.87.

Click the  button to save any information that has been added or edited to the Plan Rates.

Click the Cancel link to close the Insurance Plan area without saving any changes.

Click the  button to save any information that has been added or edited to the Insurance Plan.

Click the Cancel link to close the Insurance Plan area without saving any changes.