Selecting benefit group to edit
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Select the “Edit Benefit Group” hyperlink from the left pane.
The “Select Benefit Group To Edit” page appears.
The system displays the following.
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Date format |
The date format applicable to the login user. More details. |
Enter or select the following
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Benefits Definition Unit |
Select the organization unit in which you must edit benefits plan details. The drop-down list box displays all the organization units where you have permission to edit benefits plan. Tell me more |
Enter or select the following.
To select through direct entry
Use this method if you know the complete code of the plan type code.
Enter the code of the plan that must be edited, in the “Plan Code” field.
Select the “Edit Plan” hyperlink.
The “Edit Plan” page appears. All details of the selected record are displayed.
To edit the plan record refers to the topic “Editing the Plan”.
To select through search criteria
Use this method, if you know just a few characters of the plan code or the plan description. In the search criteria group box, specify the search criteria based on which the system will fetch the records.
To specify the search criteria, you must enter one or more characters that the plan code or description contain. Optionally, you can specify the “Plan category”, “Effective From Date” and “Effective To Date” fields, to narrow your search. You can also specify the provider code or the status of the plan based on which the system will fetch the records. Search based on wild card characters is also supported.
Enter the following search criteria values, in some or all of the following fields.
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Benefit Group Code |
The unique code that will identify a benefit group. |
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Benefit Group Short Description |
The description of the group. To edit all the group descriptions containing specific characters type in the starting character or characters of the group descriptions. |
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Benefit Group Description |
The long description of the Groups. To edit all the group descriptions containing specific characters type in the starting character or characters of the group type descriptions. |
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Plan Code |
The unique code that identifies a plan. To edit all the plan codes containing specific characters, type in the starting character or characters of these plan codes. |
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Plan Type Code |
The unique code that identifies the plan type that must be added to the benefit group |
Use the fields below to specify dates to indicate the probable period for which the plan is effective.
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Effective From Date |
The date on or after which the plan is in effect. For example, if you enter 09/16/01, the system fetches the records of all the plan that are effective from the specified date. |
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Effective To Date |
The date on or before which the plan is in effect. For example, if you enter 09/16/01, the system fetches the records of all the plan that will be in effect till the specified date. |
Note: To indicate the probable period for which the plan is effective, enter both the From and To dates. The system fetches the records of all the plans that are effective during the period.
Select the “Search” pushbutton to save the details.
Note: If only one search
criteria value is entered, the system will fetch the records that satisfy
this value.
If more than one search criteria value is entered, the system will fetch
the records satisfying all the specified values.
If you do not enter any value in the search criteria group box and select
the “Search” pushbutton, the system will fetch all the records that are
definitions unit.
The system displays the following details in the multiline, for the records that satisfy the search criteria specified.
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Benefit Group |
The unique code that identifies the Group |
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Benefit Group Short Description |
The short description of the Group. |
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Benefit Group Description |
A brief description of the Group. |
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Effective From Date |
The date from which the Group is in effect. |
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Effective To Date |
The date until which the Froup will be effective. |
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Plan Type Code |
The unique code that identifies the plan type. |
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Plan Code |
The unique code that identifies a plan. |
To select a benefit group for whose details are to be edited
To select through direct entry
To select through search criteria