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Dokumentation

OHBEN064 - Define Insurance Plan General Data

In this step, you define general data for insurance plans.

You have created the appropriate plan type, plan status, and benefit provider in the preceding steps.

1. Decide which insurance plans you want to offer.
2. Choose "New entries".
3. Enter a four-character identifier and description for the plan.
4. Enter the validity dates.
5. Enter the plan type, plan status, and benefit provider.
6. Enter the plan number.
7. Enter a short text. The short text is used in the system for example in report lists, where abbreviations are required.
8. Enter the plan attributes. You will find more detailed information on each field in the F1 help.
9. Enter the dependent/beneficiary groups if required. A green check symbol next to the push button indicates that the dependent/beneficiary groups are maintained. If there is no symbol, all dependents/beneficiaries can participate.
10. Save your entries.
11. Repeat steps 2 to 10 for each insurance plan.