Modify Preferences

The Preferences page allows you to modify the Insurance Types and select how to invoice the employer. Examples of Insurance Types include Health, Dental, and Vision, but may also include Auto, Fire, or any other kind of insurance you would like to bill. Use this page to add, modify, or delete insurance types.

1. Select the Invoice Employer for each Employee/Participant? Check the box to create a separate invoice for each employee when running the Post to Accounts Receivable option. If this is unchecked, one invoice per employer is created, with each employee represented as a detail line within that invoice.

Insurance Types Grid

Insurance Types are listed in a grid below the icon-link. Both the Insurance Type name and the Active status are displayed on the grid.

1. Click the Insurance Type header to reorder the insurance types ascending or descending in alpha-numeric order.
2. Click the Add New Insurance Type icon-link to add a new Insurance Type.
3. Click the Edit icon to change the Insurance Type description or the Active status.
4. Click the Delete icon to remove the Insurance Type from the system.

Note: The Delete icon no longer appears next to an Insurance Type after it has been assigned to an Insurance Plan on the Plan Information page.

Add New/Edit Insurance Types

The following fields appear when adding a new or editing an existing Insurance Type:

1. Name: Enter the type of insurance you want to bill, such as "Health", "Dental", or "Vision". Do not enter the actual insurance provider name. The insurance provider is entered on the Plan Information page.
2. Active?: This box is checked by default. If an Insurance Type is inactive, it will not be available on the Plan Information page. An example of an inactive Insurance Type is one that is no longer used but kept in the system for historical purposes.

Add New/Edit Type Election

When adding a new Insurance Type, the system auto-populates the Election Type grid with Individual, Plus One, and Family.

1. Click the Add New Type Election icon-link to add a new election.
2. Click the Edit icon to make changes to the election.
3. Click the Delete icon to remove the election from the system.
4. Click the button to save your changes to an insurance type, or click the Cancel link to close the Election area without saving.

Note: The Delete icon no longer appears next to an election after it has been assigned to a Rate Plan on the Plan Information page.

When finished with the Preferences page:

1. Click the button to save any information you add or edit on the Preferences page.
2. Click the Reset link to restore the page to its state before any changes were made.
3. Click the Cancel link to leave the page without saving any changes and return to the previous page.

Updated July 11, 2026 02:49