Manage Carriers and Employers from Insurance Plan View

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

  • Press “Add” icon.
  • Popup “Add Employer” opens in order to add a new employer that will be listed in the Employer grid view.

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