Policy Type List

The Policy Type List zone lists the policy types that are already defined in the system. It contains the following columns:

Column Name Column Description
Policy Type Displays the policy type.
Description Displays the description of the policy type.
Policy Category Indicates the category to which the policy type belongs. The valid values are:
  • Self-Funded

  • Fully-Insured Group

  • Fully-Insured Individual

Edit On clicking the Edit (The Edit Icon) icon, the Policy Type screen appears where you can edit the details of the policy type.
Duplicate On clicking the Duplicate (The Duplicate Icon) icon, the Policy Type screen appears where you can define a new policy type using an existing policy type.
Delete On clicking the Delete (The Delete Icon) icon, you can delete the policy type.
Note: You can delete a policy type when a policy is not created using the policy type.
Note: Pagination is used to display limited number of records in this zone. You can use the navigation links, such as Previous and Next to navigate between pages.

On clicking the Broadcast (The Broadcast Icon) icon corresponding to a policy type, the Policy Type zone appears with the details of the respective policy type.

You can filter the list using the Policy Category field available in the Filter area. By default, the Filter area is hidden. You can view the Filter area by clicking the Filters (The Filters Icon) icon in the upper right corner of this zone.

Related Topics

For more information on... See...
How to edit a policy type Editing a Policy Type
How to copy a policy type Copying a Policy Type
How to delete a policy type Deleting a Policy Type
How to view the details of a policy type Viewing the Policy Type Details