Medicare
Availability
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Overview
Use the Medicare module to track a client's Medicare provisions.
Actions
Follow the instructions below to perform tasks such as creating, editing, and exporting Medicare records.
To… |
Then… |
Create a Medicare record |
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Display a list of Medicare records |
Click Retirement Planning > Medicare > View Medicare. |
Display the details for a Medicare |
Click the Medicare record name in the Medicare List View. |
Edit Medicare information |
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Suppress one or more Medicare records |
You can also suppress a single Medicare record by clicking Suppress on the Medicare Detail View. |
Update information related to multiple Medicare records |
For more information, see Editing and suppressing multiple records. |
Duplicate Medicare information |
Click Duplicate in the Medicare Detail View. Duplication is a convenient way of creating a similar Medicare record. You can change and save the information in the duplicate record to create a new record. |
Export records |
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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 Medicare 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. |
Contact |
Click the Contact who receives the Medicare benefits on the Contacts Popup List View (displays upon clicking the Selection arrow) or the list of Contacts matching the character(s) you enter. |
Claim Number |
Enter the Medicare claim number. This is generally the contact's social security number followed by "-A". |
Medicare Plan |
Enter a Medicare Drug Plan. |
Part A Effective Date |
Click on the Date Selector to choose the date Part A goes into effect. |
Drug Coverage |
Click the type of drug coverage the contact has, if any. |
Part B Effective Date |
Click on the Date Selector to choose the date Part B goes into effect. |
Monthly Premium |
Enter the monthly premium paid by the contact for the selected coverage. |
Assigned to |
By default, the record is assigned to the creator of the Medicare 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 Medicare benefits. |
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 Medicare 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. |
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