Adding family enrollments

The Family Enrollment option allows you to enter entire families for a particular client. It also allows default information to be set once for all families entered in the same session. This presents a quick and efficient way to add subscribers and their families when there is a lot of data to enter.

Select Family Enrollment.

Once a client and subclient have been selected (see Specifying a client and subclient), the Family Enrollment Default Selection screen appears.

Select the values you want to use for all members of the families to be entered.
Select Set Defaults to continue to the Family Enrollment screen.
Enter the member ID (SSN or CAID) for the first primary member.
The Family Enrollment 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.

When finished, select Add Dependent to add a dependent. The Dependent Information screen is appended to the Family Enrollment screen. Each Dependent Information screen is assigned a number. The first Dependent Information screen appended is labelled Dependent Information 1, the second is labelled Dependent Information 2, and so on.
Fill in the dependent's information, making sure to fill in any required fields. Received Date is set to the current date, enter a different date if necessary. See below for information on specific fields.
Repeat the last two steps to add other dependents if needed.
When all dependents are entered, select Enroll. You'll see a confirmation message and be prompted for the next primary member ID.

If there are any errors, correct the information, then select Enroll again.

When finished enrolling families, simply select another menu item.

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.
If the client or subclient has a retro-enrollment limit and the date you entered exceeds the limit, you may override the retro enrollment limit by selecting the Override Retro Enrollment Limit box.

Click the Add button next to any of the following items as needed. The appropriate screen will be displayed. Credit Restriction Type, Route Type, COB Order, Member Benefit Type, Designated Representative, Special Attribute, Custodial Parent, and Client Field 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.

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