Add or Update a Plan

Add or Update a Plan

The Add/Update Window: this window display the contents of a single record. It is invoked when you click on the INSERT button. This window appears if you are adding a new record or updating a previously saved record. The functions in Add/Update are: OK to save data that have been entered, CANCEL to not save the data and HELP.

Entering the Plan's Name Data - "Consistency counts"
Most data fields are "wysiwyg" ... what you see is what you get. Enter names in a way that makes sense for you. However, consistency is important because the Health Profiles keeps a mini-database so you only need to enter a plan name once. From that point, you can point and click to select a plan's name from a drop down list.

Enter as much information as you have or desire to access. Health Profiles is flexible and there are few rules about the amount of data you must enter. Plan data changes little once it has been entered, you only need to keep it accurate.

Some special data entry fields:

Company Name refers to the name of the Insurance Company providing coverage.

Issued Through may be the employer's name, the broker or agency.

There is an Active box to mark on the Plan Information window. If this box is not checked, the Plan will be considered Inactive.

Effective Date refers to the actual beginning date of coverage.

Term of Policy refers to length of term. Most policies are annual. Some may be for 6 months or may be monthly.

Enter the Monthly Premium. The Annual Premium will be automatically calculated.

NOTE: upon saving this record, you will be prompted, "Do you wish to set this up as a Medical Expense Item?" If YES, the expense will be added as a expense item and you can complete the related expense record. Click on Adding an Expense Item for help. If NO, you can add the item, if appropriate, manually at a later time.

Contact Information on the second tab refers to contact names, addresses, phone numbers, websites that you use to contact key departments and people.

Buttons and Keys

OK Button	Accept data and closes the window
Cancel Button	Cancel operation; restores original information
Help Button	See Help Window