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View Insurance Subscriber screen. View Video, 2 min. 15 sec.

Selecting the Insurance Subscriber’s Benefit Plan and Associated Carrier
The Benefit Plan record is what links the insurance subscriber to the insurance carrier. Benefit Plans also store benefit information such as maximum, deductible, UCR and benefit schedules. Benefit Plans are selected very much like employers are selected. For a complete discussion on benefit plans, view the Benefit Plans section.

Adding Additional Insurance Subscribers
If there is going to be more than one insurance subscriber for this account, click the New button to add another subscriber. The Insurance Subscriber screen will clear, the cursor will move to the First Name field, waiting for your entry.

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