Add Enrollment

A member or employee will meet the stipulated requirements set forth by the Group Customer in order to participate and/or qualify for coverage/benefits. Based on the parameters defined by the Group Customer, particular plans are offered to the member/employee at a particular point in time (enrollment period).

Enrollment periods:

Accessing the Enrollment Screen

The Enrollment link will be displayed once a member has been placed in an Eligibility Class, normally using an evaluation activity. Based on configuration of the Enrollment Screen, it can be accessed in several ways:

Enrollment Screen Layout / Steps to Enroll:

The Enrollment Screen is divided into sections:

  1. The top layer of the screen allows the user to filter the enrollment records for the client by Start and End date.
  2. The grid that displays below the filter show the plans / coverages that the client can enroll.

  3. On clicking the Coverage check box, the user can select the coverages in which the client wishes to enroll.

  4. The last section of the screen is dedicated to data detail display of the Enrollment Activity based on the Product selection. Each time a product/coverage is selected, the screen refreshes to display the activity fields associated with the Enrollment activity including policy, coverage, and role information.
  5. New clients can be created during this process for designation of roles. By selecting data in the Plan Eligible Classes and using/selecting Enroll, the user can enroll clients into multiple products within the same Enrollment screen.
Important   Highlight the desired coverage, populate the necessary Enrollment Activity Fields, and select Enroll. Repeat this course of action until all the enrollments have been achieved.
  1. The user can select Save or Enroll for the Enrollment record depending on the level of completeness. There are three possible Enrollment statuses: Active, Pending, and Shadowed.
    • Save will place the Enrollment in "Enrollment Pending" with an Enrollment Activity (at the Client Level) in "Enrollment Pending" status.
    • The user may revisit the pending Enrollment record and delete the record from the Eligible Enrollment table online using the Trash can Action Icon .
    • Enrollment elections will be stored when the user selects Save/Submit.

To process the Enrollment that is currently pending:

Enrollment Status:

Miscellaneous Screen Details:

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