Group Client

Group clients represent the organization structure of an employer or another organization within which group accounts can be defined. Group clients support a hierarchical structure. Each level allows the definition of one or more group accounts within that group client, a 'bill to' organization and a 'for employer' organization.

The page can be used to create or delete group clients and to add/update/delete details of an existing group client.

The Group Client page can be accessed through New Group Client in the menu or through the Group Client Search result page.

• From New Group Client
  When started from the New Group Client menu option, the page opens with a new (empty) group client in context. More new group clients can be created by using the [+] icon.

• From Group Client Search page
  When started from the Group Client Search page, the page opens with the selected group client in context. All group clients within the full hierarchy of this group client are displayed.

Group Client page

The group client page consists of two sections:

Group Clients

This section displays group clients.

Field	Description
Level	The number of parent levels this group client has
Code	The unique code of the group client
Display Name	The display name of the group client
Description	The description of the group client
Parent Client Group	The display name of the parent group client
Bill To	The organization that will be used to send the premium bill to for this group client
Employer	The organization that is the employer for this group client
Contact Relation	The contact relation for the group client
Insurer Representative	The representative from the insurer for this group client
Amount Distribution	The way an amount is divided over calculation periods: on a daily basis or evenly
Partial Period Resolution	Charge for a partial period (per day, no charge, full period or enrolled days threshold)
Enrolled Days Threshold	The enrolled days threshold for the partial period resolution

Group clients can be updated, deleted and duplicated in this section. Duplication does not include the group client hierarchy under the selected group client.

Note that emptying the parent group client or updating it to a group client that is 'outside' the hierarchy will place this group client itself and all its child group clients also outside the hierarchy. To see the updated information press the Refresh icon. The page will not automatically refresh after saving.

Group Accounts

In this tab the user can view which group accounts are part of the group client. The following fields are available:

Field	Description
Code	The code of the group account
Display Name	The display name of the group account

This page does not support creating or deleting group accounts or adding them to a group client. To add a group account to a group client use the Group Account page.