Overview

Actions

Field Descriptions

• Standard
• Professional
• Enterprise

To…

Then…

Create a Medicare record

1. Access the Medicare Create form using one of the following:
   • Click Retirement Planning > Medicare > Create Medicare from the Navigation menu.
   • Click Create New on the Medicare List View.
2. Complete the Medicare 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 Medicare records

Click Retirement Planning > Medicare > View Medicare.
The Medicare List View displays.

Display the details for a Medicare

Click the Medicare record name in the Medicare List View.
The Medicare Detail View displays.

Edit Medicare information

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

Suppress one or more Medicare records

1. In the Medicare 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 Medicare record by clicking Suppress on the Medicare Detail View.

Update information related to multiple Medicare records

1. In the Medicare 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 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

1. In the Medicare 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.

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.