Adding family members to a subscriber

Once a subscriber has been added, you can add the subscriber's family members.

1. If the subscriber's information is not currently displayed in the Family Composite screen, access the member as described in locating a member.
2. Click Add Dependent.
3. The Add Dependent screen displays information about the plan, client and subclient, and the member number. Received Date is set to the current date; enter a different date if necessary. Fill in the member's information, making sure to fill in any required fields. See below for information on specific fields.
4. Select Submit. The Member Information screen displays the new member information. To proceed select Create New Member. The Family Composite screen appears, displaying the new member. To add another dependent, repeat these steps.

If there are any errors, correct the information, then select Submit again. Select Clear to discard the information and start over.

Additional information

• Last Name and First Name are required. Prefix, Middle Name, and Suffix are optional.

• If the member has only one name (such as Cher or Madonna), select the SingleName Indicator.
• The Eligibility Effective Date cannot be earlier than the subscriber's eligibility effective date
• The Eligibility Status Reason is preset to New Enrollment; if necessary, select another option.
• If the member is a dependent who is exempt from age limitations, select Age Restriction Exempt.

Select the Add button next to any of the following items as needed. The correct screen will be displayed. Credit Restriction Type, Route Type, COB Order, Member Benefit Type, Designated Representative, Special Attribute, Custodial Parent, Client Field, and Policy are visible based on your contract and security.

• Credit Restriction Type — To give credit for time already put in so that benefits are not calculated from the hire date.
• Route Type —  To route a member's claims for the dates indicated and describe why the claims are being routed.
• COB Order — To designate who pays first and who pays last.
• Member Benefit Type — To show the Member Benefit Composite Report screen and the Member Benefit Transactional History Report screen.
• Designated Representative — To indicate who should or should not be given information on the member.
• Special Attribute — To further describe the member (for example: retiree, student).
• Custodial Parent — To enter information for a custodial parent. (Used for non-spouse only.)
• Client Field — Three fields that the client can use to describe the employee. Reports can be produced based on this information.
• Policy — To view corresponding rates for date range, region, and frequency.

Select the View History button next to any of the following items as needed. The correct screen appears based on your selection:

• Person Transactional History Report — Shows the history of changes made to the indicated person
• Address Transactional History Report — Shows the history of changes made to the indicated person's address

Related Topics

Adding primary members

Viewing member information