Editing a Membership of a Fully-Insured Group Policy Plan

Procedure

To edit a membership of a fully-insured group policy plan:

  1. Search for the membership in the Membership screen.
  2. 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.
  3. Ensure that the Main tab is selected.
  4. 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
  5. Modify the required details in the Main section.
  6. Define, edit, or remove characteristics of the membership, if required.
  7. Click Save.
    The changes made to the membership are saved.

Related Topics

For more information on... See...
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