Health Insurance

Health Insurance

Overview

Actions

Field Descriptions

Availability
  • Standard
  • Professional
  • Enterprise

Overview

Use the Health Insurance module to track a client's Health insurance policies.

Actions

Follow the instructions below to perform tasks such as creating, editing, and exporting Health Insurance records.

To…

Then…

Create a Health Insurance record

  1. Access the Health Insurance Create form using one of the following:
    • Click Insurance > Health Insurance > Create Health Insurance from the Navigation menu.
    • Click Create New on the Health Insurance List View.
  2. Complete the Health Insurance Create Form. See Field Descriptions for information about each field. Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
  3. Click Save to save the record and view its detail page, or click Cancel .

Display a list of Health Insurance records

Click Insurance > Health Insurance > View Health Insurance.
The Health Insurance List View displays.

Display the details for a Health Insurance record

Click the Health Insurance name in the Health Insurance List View.
The Health Insurance Detail View displays.

Edit health insurance information

  1. Access the Health Insurance Edit View by doing one of the following:
    • Click Edit in the Health Insurance Detail View.
    • Click the edit icon (pencil) associated with the Health Insurance record in the Health Insurance List View.
  2. Update the health insurance information. See Field Descriptions for information about each field.
  3. Click Save to update the record.

Suppress one or more Health Insurance records

  1. In the Health Insurance List View, click the Selection box associated with the record(s) you want to suppress.
  2. Click Suppress.
    A confirmation box displays.
  3. Click OK.
    The records are suppressed.

You can also suppress a single Health Insurance record by clicking Suppress on the Health Insurance Detail View.

Update information related to multiple Health Insurance records

  1. In the Health Insurance List View, click the Selection box associated with the records you want to update.
  2. Click Mass Update in the Actions dropdown.

For more information, see Editing and suppressing multiple records.

Duplicate health insurance information

Click Duplicate in the Health Insurance Detail View. Duplication is a convenient way of creating a similar Health Insurance record. You can change and save the information in the duplicate record to create a new record.

Export records

  1. In the Health Insurance List View, click the Selection box associated with the records you want to export.
  2. Click Export in the dropdown and follow the instructions in Exporting data.

Field Descriptions

Fields that have an asterisk (*) are required; you must enter data in the field to save the record.

Client

Click the Client to which the Health Insurance record applies on the Clients Popup List View (displays upon clicking the Selection arrow) or the list of Clients matching the character(s) you enter.

Owner

Click the Contact who owns this policy on the Contacts Popup List View (displays upon clicking the Selection arrow) or the list of Contacts matching the character(s) you enter.

Company

Click the Company that issued the insurance policy on the Companies Popup List View (displays upon clicking the Selection arrow) or the list of Companies matching the character(s) you enter.

Policy Number

Enter the policy number issued by the insurance company.

Policy Type

Click the type of policy.

File

Click Choose File and navigate to and select the file containing a copy of the insurance policy. The file name displays in the Select File box.

Policy Status

Click the current status of this policy.

Issue Date

Click on the Date Selector the date the policy was originally issued.

Effective Date

Click on the Date Selector the date the policy became effective.

End Date

Click on the Date Selector the date the policy ends.

Endorsements

Describe any special endorsements contained in the policy. If you prefer not to enter specific details about this insurance policy in the designated fields, use the endorsements field for a general description of the policy coverage. For example, if you track policy details in a separate system, copy and paste the policy info here.

Assigned to

By default, the record is assigned to the creator of the Health Insurance record. To change the assignment, click the user on the Users Popup List View (displays upon clicking the Selection arrow) or the list of users matching the character(s) you enter.

Description

Enter additional information about the policy.

Teams*

By default, your private team is assigned as the primary team. To change the primary team assignment, click the team on the Teams Popup List View (displays upon clicking the Selection arrow) or the list of teams matching the character(s) you enter.

To assign additional teams to the Health Insurance record click add (+) and click the team as described above. For more information on assigning teams, see Assigning Users and Teams to Records.

This is a mandatory field; you must assign a Team.

Copays section

Copay

Enter the copay.

Copay Office Visits

Enter the copay for office visits.

Copay Emergency Room

Enter the copay for emergency room.

Copay Specialist

Enter the copay for specialists.

Copay Prescription Generic

Enter the copay for generic prescriptions.

Limits and Deductibles section

Individual Deductible

Enter the individual deductible.

Family Deductible

Enter the family deductible.

Coinsurance Percent

Enter the coinsurance percentage.

Individual Stop Loss Limit

Enter the individual stop loss limit.

Family Stop Loss Limit

Enter the family stop loss limit.

Lifetime Maximum

Enter the lifetime maximum.

Premium section

Premium Frequency

Click how often a premium is due on this policy.

Premium Due Date

Click the Date Selector the next premium due date.

Premium

Enter the premium amount.

Agent section

Agent Name

Enter the insurance agent’s full name.

Agent Phone

Enter the insurance agent’s primary phone number.

Agent Email

Enter the insurance agent’s primary email address.

Agent Fax

Enter the insurance agent’s primary fax number.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.