From the Insurance Plan view, User has the ability to perform different actions, among these actions are the updating of selected carrier and employer or even adding new ones.
First: For the Carrier (Insurance Companies)
Open the “Add Insurance Plan” or “Edit Insurance Plan” page. Then Select specific Carrier from “Carrier” drop down menu.
1- Update Information of selected Carrier
>> Note that the “View” icon is disabled as long as no carrier is selected, once a specific carrier selected then the “View” icon becomes enabled.
- Press “View” icon.
- Popup “Edit Carrier” opens to update required data of carrier.
- Fields displayed in the “Edit Carrier” popup are the same as exist in the “Edit Carrier” page accessed from Carrier’s Settings. For more information about it, Check: Configure Carrier.
>> Note that any field got updated from the “Edit Carrier” Popup will be reflected on the Carrier View.
2- Add New Carrier
- Press “Add” icon.
- Popup “Add Carrier” opens in order to add a new carrier that will be listed in the Carrier grid view.
Second: For the Employer
Open the “Add Employer” or “Edit Employer” page. Then Select specific Employer from “Employer” drop down menu.
1- Update Information of selected Employer
>> Note that the “View” icon is disabled as long as no employer is selected, once a specific employer selected then the “View” icon becomes enabled.
- Press “View” icon.
- Popup “Edit Employer” opens to update required data of employer.
- Fields displayed in the “Edit Employer” popup are the same as exist in the “Edit Employer” page accessed from Employer’s Settings. For more information about it, Check: Configure Employer.
>> Note that any field got updated from the “Edit Employer” Popup will be reflected on the Employer View.
2- Add New Employer