* Required fields appear in Red The user may add a new Division for an employer during participant setup from the Participant Central | Demographics tab by clicking the “+Add New Division” link. Clicking the link will open a Division modal where the user may enter the new division information. Division Name – Here the user must enter … Read More >>
* Required fields appear in Red The user may add a new Union for an employer during participant setup from the Participant Central | Demographics tab by clicking the “+Add New Union” link. Clicking the link will open a Union modal where the user may enter the new union information. Union Name – The user must enter a … Read More >>
* Required fields appear in Red The user may add a new location for an employer during participant setup from the Participant Central | Demographics tab by clicking the “+Add New Location” link. Clicking the link will open a Location modal where the user may enter the new location information. Location Name – The user has … Read More >>
The Subsidy Listing Report allows the TPA user to view the subsidies that are assigned to a participant’s benefits, per employer. Premium Billing subsidy details will be included on the report for each selected employer. * Required fields appear in Red To access the Subsidy Listing Report, follow the steps described in the Reporting | Reports. … Read More >>
Birthday Report that allows users to view participants and their coverages with the birthdays falling within the selected date range [month/day]. The report is used to determine when participants (and their dependents) will have birthdays so that the participant can either be terminated or moved to another age tier on an age-rated benefit. * Required fields … Read More >>
Birthdate Report allows the user to view participants and their coverages with birthdates falling into the selected date range. This report is used to determine when a participant needs to be terminated on an age-rated Premium Billing benefit plan or moved to another age tier of an age-rated benefit. It includes both CDH and Premium … Read More >>
The Employer Bank Balance As Of report will list each of the selected employers’ bank accounts, and the balance of those accounts as of the cut-off date provided by the user. * Required fields appear in Red To access Employer Bank Balance As Of, follow the steps described in the Reporting | Reports. By clicking “Run,” … Read More >>