Carriers are assigned benefit plans and allow you to track the providers for a benefit plan of a benefits package. Within the system, a benefit plan cannot be saved until carriers have been created and assigned to the respective benefit plan.
- From the menu, expand Settings and click Benefit Management.
- Click Carriers from the top menu bar.
Adding a New Carrier
- Use the Actions drop-down menu and click Add New Carrier.
Provider Tab
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.