11) I need to change medical carriers for a retiree. How is this handled?
Changing the medical carrier on the Benefit Maintenance Screen (106) should be done after BILL0007 has run but before bills are produced through BILL0008. This is usually a one day period. Waiting until BILL0007 has run will complete the cycle for the old medical carrier and will prevent errors from happening on the Due to Carriers report. If Screen 106 is changed after BILL0008 has run, the bill would have run under the old carrier. In order to clean this up, the entire bill should be backed out, both employee and employer amounts. A new bill should be made which will fall under the new medical carrier. If the receipt was not a bank draft, the receipt can be corrected under the old invoice. If the receipt was a bank draft, the entire receipt should be backed out and the corrected amounts should be posted under the new invoice.
This page was last updated on 06/11/2010 17:09:23