Copying eligibility

If a member already exists in a client/subclient and you need to add (not transfer) the member to another client/subclient, you can copy the member's information from one to the other. You must have authorization for both clients, however.

If the subscriber's information is not currently displayed in the Family Composite screen, access the member as described in Viewing member information.
Click the Copy link at the bottom of the Family Composite screen.
The Client — Subclient Selection screen appears. See Specifying a client and subclient for further information.
The Member Copy screen appears, listing the subscriber and family members. Change the information as necessary.
If the member has dependents listed in the details section, select which you would like transferred with the member.
Click the Submit button. The Member Composite screen appears, including the new coverage in the list of the member's enrollments.