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Accepting Individual Health Policy Applications

Accepting applications requires adding applicants, performing health risk assessments for each applicant, and associating policy coverages with each applicant. If end users have already provided a quote for an application, they can begin by performing a health risk assessment for each applicant listed in the quote.

To add an applicant

1. Navigate to the Individual Health Policies screen.
2. Click the Applicants view tab.
3. In the Applicants list, add a record.
4. In the Add Applicants dialog box, perform the appropriate task:
   • To choose an existing record, select a record and click OK.
   • To add a new record, click New and complete the fields.

     NOTE:  The Primary field is filled automatically after you generate a quote.

5. Repeat Step 3 and Step 4 for each applicant you would like to add.
6. In the Applicants list, select the record for the primary applicant for this quote and click the Primary field.

   A check box appears in the Primary field.

7. If the check box is empty, select it.

   A check mark appears, indicating that the selected applicant is the primary applicant.

Performing a Health Risk Assessment

After end users add an applicant, they need to perform a health risk assessment for each one.

To perform a health risk assessment

1. Navigate to the Individual Health Policies screen.
2. In the Individual Health Policies list, select a record.
3. Click the Health Risk Assessments view tab.

   The Health Risk Assessments form appears, showing the selected record.

4. Scroll down to the Risk Assessment form, add a record, and complete the necessary fields
5. Repeat Step 4 for each applicant.

Converting a Quote to an Active Policy

After end users complete the risk assessment, they can convert the quote to an active policy.

To convert a quote to an active policy

1. Navigate to the Individual Health Policies screen.
2. In the Individual Health Policies list, select a record.
3. Click the Applicants view tab and scroll up to the Individual Health Policies form.
4. In the Individual Health Policies, More Info form, change the following fields:
   1. In the Status field, select Inforce.
   2. In the Effective Date field, add the date that the policy will go into effect.

Associating Policy Coverages with an Applicant

After end users convert the quote to an active policy, they can associate policy coverages with an applicant.

To associate policy coverages with an applicant

1. Navigate to the Individual Health Policies screen.
2. Select the record in the Individual Health Policies list for which you would like to set up policy coverages.
3. Click the Member Coverages view tab.
4. In the Member Coverages product list, add a record, and complete the necessary fields.
5. Repeat Step 4 for each additional applicant.

   NOTE:  You can also use the Member Coverage Matrix view to select applicant and dependent coverages. However, the Member Coverage view must be used to associate a primary care provider. For additional information, see Changing the Primary Network or IPA for Members.