Long Term Care Insurance

Long Term Care Insurance

Overview

Actions

Field Descriptions

Availability
  • Standard
  • Professional
  • Enterprise

Overview

Use the Long Term Care Insurance module to track a client's long term care insurance policies.

Actions

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

To…

Then…

Create a Long Term Care Insurance record

  1. Access the Long Term Care Insurance Create form using one of the following:
    • Click Insurance > Long Term Care Insurance > Create Long Term Care Insurance from the Navigation menu.
    • Click Create New on the Long Term Care Insurance List View.
  2. Complete the Long Term Care 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 Long Term Care Insurance records

Click Insurance > Long Term Care Insurance > View Long Term Care Insurance.
The Long Term Care Insurance List View displays.

Display the details for a Long Term Care Insurance record

Click the Long Term Care Insurance name in the Long Term Care Insurance List View.
The Long Term Care Insurance Detail View displays.

Edit long term care insurance information

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

Suppress one or more Long Term Care Insurance records

  1. In the Long Term Care 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 Long Term Care Insurance record by clicking Suppress on the Long Term Care Insurance Detail View.

Update information related to multiple Long Term Care Insurance records

  1. In the Long Term Care 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 long term care insurance information

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

Export records

  1. In the Long Term Care 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 Long Term Care 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 Long Term Care 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 Long Term Care 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.

Policy Details section

Accumulation Period

Enter accumulation period.

Inflation Protection

Click the checkbox if the policy includes protection from inflation.

Issue Age

Enter the age of the client when the policy was issued.

Other Provisions

Enter other provisions of the policy.

Policy Maximum Benefit

Enter the policy's maximum benefit.

Benefit Period

Enter the benefit period.

Elimination Period

Enter the elimination period.

Admittance Levels of Care

Enter the admittance levels of care.

Renewal Provisions

Enter the policy's renewal provisions.

Product Upgrade

Enter the policy upgrade.

Waiver of Premium

Enter the waiver of premium.

Premium Increase Points

Enter the premium increase points.

Pre-Existing Conditions

Enter the pre-existing conditions.

Mental Illness

Enter the mental illness coverage.

Prior Hospitalization

Enter the prior hospitalization requirement, if any.

Inflation Rate and Method

Enter the inflation rate and method.

Inflation Increase Levels

Enter the inflation increase levels.

Care Environment Section

Nursing Home Care Benefit

Enter policy's provision for nursing home care.

Nursing Home Max

Enter the maximum benefit for nursing home care.

Nursing Home Indemnity

Click the checkbox if the nursing home indemnity applies.

Assisted Living Facility Benefit

Enter the policy's provision for assisted living.

Assisted Living Facility Max

Enter the maximum benefit for assisted living facility.

Assisted Living Indemnity

Click the checkbox if the assisted living indemnity applies.

Home Health Care Benefit

Enter the policy's provision for home health care.

Home Health Care Max

Enter the maximum benefit for home health care.

Home Health Care Indemnity

Click the checkbox if home health care indemnity applies.

Adult Daycare Benefit

Enter the policy's provision for adult daycare.

Adult Daycare Max

Enter the maximum benefit for adult daycare.

Adult Daycare Indemnity

Click the checkbox if the adult daycare indemnity applies.

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.

Sub-panels/Related Information

See also:

Assigning Users and Teams to Records.

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