Policy (Used for Viewing)
The Policy screen allows you to:
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View the details of a fully-insured group or self-funded policy
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Edit the details of a fully-insured group or self-funded policy
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Activate a fully-insured group or self-funded policy
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Add or edit plans in a fully-insured group policy
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Add memberships to a fully-insured group policy plan
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Initiate the termination process for a fully-insured group policy
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Terminate a fully-insured group policy
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Initiate the cancellation process for a fully-insured group policy
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Cancel a fully-insured group policy
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Initiate the reinstatement process for a fully-insured group policy
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Reinstate a fully-insured group policy
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View the log of a fully-insured group or self-funded policy
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Add a log entry for a fully-insured group or self-funded policy
It consists of the following tabs:
Related Topics
For more information on... | See... |
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How to activate a fully-insured group or self-funded policy | Activating a Policy |
How to edit a fully-insured group or self-funded policy | Editing a Policy |
How to initiate the termination process for a fully-insured policy | Initiating the Termination Process for a Fully-Insured Group Policy |
How to terminate a fully-insured group policy | Terminating a Fully-Insured Group Policy |
How to initiate the cancellation process for a fully-insured policy | Initiating the Cancellation Process for a Fully-Insured Group Policy |
How to cancel a fully-insured group policy | Canceling a Fully-Insured Group Policy |
How to initiate the reinstatement process for a fully-insured policy | Initiating the Reinstatement Process for a Fully-Insured Group Policy |
How to reinstate a fully-insured group policy | Reinstating a Fully-Insured Group Policy |
How to manually change the status of a self-funded policy to Runout | Manually Changing the Status of a Self-Funded Policy to Runout |
How to view the plans of a fully-insured group policy | Viewing the Plans of a Fully-Insured Group Policy |
How to view the memberships of a fully-insured group policy plan | Viewing the Memberships of a Fully-Insured Group Policy Plan |
How to view the details of a fully-insured group policy plan | Viewing the Fully-Insured Group Policy Plan Details |
How to view the details of a membership in a fully-insured policy plan | Viewing the Membership Details of a Fully-Insured Group Policy Plan |
How to define a plan for a fully-insured group policy | Defining a Plan for a Fully-Insured Group Policy |
How to edit a plan of a fully-insured group policy | Editing a Plan of a Fully-Insured Group Policy |
How to view the log of a policy | Viewing the Log of a Policy |
How to add a log entry for a policy | Adding a Log Entry for a Policy |
Parent Topic: Fully-Insured Group Health Insurance