Carriers allow you the ability to assign and track benefit plans within a package to their respective providers. You will often want to see all the benefit plans that each carrier has been assigned.

Within the system, plans are unable to be saved until carriers have been created and assigned appropriately. EDI files for enrollment are managed by carrier assignment within the benefits package for that plan year.

Carriers cannot be deleted to preserve related data history.

• Carrier - The provider selected. Clicking the name of the carrier will allow you to edit the carrier entry.
• Contact - Name of the primary contact entered for the carrier.
• Phone - The phone number of the primary contact entered for the carrier.
• Email - Email of the primary contact entered for the carrier.

From the Actions drop-down menu, you can:

• Add New Carrier
• Carrier Contact Information

Adding a New Carrier

Use the Actions drop-down menu and click Add New Carrier.

Provider Tab

The Provider tab should be used to track Provider Information specific to your account. The Primary Contact Information should generally reflect your primary electronic transfer contact (i.e. EDI Analyst, etc.)

After adding a new Carrier, you can then assign the carrier within a benefits package at the benefit plan level.

Complete the available fields:

• Provider - Use the "Provider" drop-down menu and select the Carrier that you are configuring.
• Primary Contact Information - Enter the contact information of the primary contact for the carrier.
• Account Documents - If you have any account documents for the carrier, you can upload the file and provide a name for the file. The uploaded documents will be listed towards the bottom of the page.

Click Save Provider to save the carrier entry and to refer to any of the other optional tabs.

Export Information Tab

The export information tab will present information from the Global Provider Library for the provider selected on the provider tab. This information is read-only and provides detailed information regarding the electronic export capabilities of the Provider. 

Export Documents Tab

The documents/resources listed on this page are pulled from the Global Provider Library for the provider selected from the provider Tab. This information is read-only and provides detailed information regarding the electronic export formats/documentation for the provider.

Editing a Carrier

Click the name of the carrier from the list under the Carrier column to edit relevant information/upload documents. More information about the available tabs can be found in the previous section.

Carrier Contact Information

You can save a PDF copy of your carrier's contact information as needed.

• Select the carrier(s) with the checkboxes towards the far-right.

  

• Click Carrier Contact Information from the Actions drop-down menu.

  

• Your web browser will prompt you to download your PDF copy. An example has been provided below: