Editing a Membership of a Fully-Insured Group Policy Plan
Procedure
To edit a membership of a fully-insured group policy plan:
- Search for the membership in the Membership screen.
-
In the Search Results section, click
the link in the Membership Information column
corresponding to the membership whose details you want to edit.
The Membership screen appears.
- Ensure that the Main tab is selected.
-
Click the Edit button in the Membership zone.
The Membership screen appears. It contains the following sections:
-
Main - Used to specify the basic details about the membership.
-
Characteristics - Used to define the characteristics for the membership.
The Main section contains the following fields:
Field Name Field Description Mandatory (Yes or No) Membership Information Displays information about the membership. Not applicable Plan Information Indicates the policy plan for which the membership is defined. Not applicable Start Date Used to specify the date from when the membership is effective for a fully-insured group policy plan. Note:The membership start date cannot be later than the membership end date.
The membership start date cannot be earlier than the policy plan start date or later than policy plan end date.
Yes End Date Used to specify the date till when the membership is effective for a fully-insured group policy plan. Note:The membership end date cannot be earlier than the membership start date.
The membership end date cannot be earlier than the policy plan start date or later than policy plan end date.
Yes Membership Type Used to indicate the type of membership. The valid values are: -
COBRA
-
Medicare
No External Membership ID Used to specify the external membership ID. Note: Here, you need to specify a membership ID which is maintained in the external source system.No -
- Modify the required details in the Main section.
- Define, edit, or remove characteristics of the membership, if required.
-
Click Save.
The changes made to the membership are saved.
Related Topics
For more information on... | See... |
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How to search for a membership | Searching for a Membership |
Membership screen | Membership (Used for Viewing) |
Membership zone | Membership |
How to define a characteristic for a membership | Defining a Characteristic for a Membership |