Viewing the Membership Details of a Fully-Insured Group Policy Plan
Procedure
To view the details of a membership in a fully-insured group policy plan:
- Search for the fully-insured group policy in the Policy screen.
-
In the Search Results section, click
the link in the Policy Information column corresponding
to the policy whose details you want to view.
The Policy screen appears.
-
Click the Plan tab.
The Plan tab appears.
-
In the Plans zone, click the Broadcast () icon
corresponding to the fully-insured group policy plan whose membership details you want to view.
The Memberships zone appears.
-
In the Memberships zone, click the
link in the Membership Information column corresponding
to the membership whose details you want to view.
The Membership screen appears.
- Ensure that the Main tab is selected.
- View the basic details of the membership in the Membership zone.
- View the characteristics of the membership in the Membership Characteristics zone.
- View the persons who are added to the membership in the Member Persons zone.
- View the characteristics of the member person in the Member Person Characteristics zone.
- View the additional memberships of the main subscriber in the Other Plans of Main Subscriber zone.
Related Topics
For more information on... | See... |
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How to search for a fully-insured group policy | Searching for a Policy |
Policy screen | Policy (Used for Viewing) |
Plans zone | Plans |
Memberships zone | Memberships |
Membership screen | Membership (Used for Viewing) |
Membership zone | Membership |
Membership Characteristics zone | Membership Characteristics |
Member Persons zone | Member Persons |
Member Person Characteristics zone | Member Person Characteristics |
Other Plans of Main Subscriber zone | Other Plans of Main Subscriber |