How to Add a Carrier

Carriers are assigned benefit plans and allow you to track the providers for a benefit plan of a benefits package. Within the system, a benefit plan cannot be saved until carriers have been created and assigned to the respective benefit plan.

Navigating to Add a New Carrier

  • From the menu, expand Settings and click Benefit Management.

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  • Click Carriers from the top-menu bar.

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  • Use the Actions drop-down menu and click Add New Carrier.

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Step 1 - Provider Tab

  • Use the Provider drop-down menu to select the Carrier that you are configuring.
  • Enter the contact information of your primary contact.
  • If you have any account documents for the carrier, you can upload the file and provide a name for the file.
  • Click Save Provider to save the carrier entry and to refer to any of the other tabs.

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Step 2 - Export Information

The export information tab will present information from the Global Provider Library for the provider selected on the provider tab. This information is read-only and provides detailed information regarding the electronic export capabilities of the Provider. 

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Step 3 - Export Documents

The documents/resources listed on this page are pulled from the Global Provider Library for the provider selected from the provider Tab. This information is read-only and provides detailed information regarding the electronic export formats/documentation for the provider.

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