Employee Benefits Configuration

Employee Benefits captures relevant information about an account who provides employee benefits to their staff. When employee benefits information is entered at the account-level and/or contact-level, it defaults into any new benefits policies added. Defining the field options enables you to adhere or establish standards when entering your client’s benefits information into the system. In this area, you can define the options that will be available for corresponding fields found within the Account detail and/or Contact detail screens.

Additionally, some of the fields are found in the Policy Information section. Policy Information integrates with custom forms to allow users to select information for the fields configured in a custom form policy’s detail section. See Custom Policy Information Configuration for more information.

Note: This article contains printing instructions that are only applicable if Applied Epic is installed locally on your computer. If you access Epic through a web browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge, you cannot print directly from within the system. See Printing for more information about the printing capabilities available from Epic Browser. All other steps in this article are applicable to both methods of accessing Epic unless stated otherwise.

From the Home screen, do one of the following:

Click Configure on the navigation panel.
Click Areas > Configure on the menubar.
Click the down arrow next to Home on the options bar and select Configure.

From any other area of the program, do one of the following:

Click the down arrow to the right of the Home options bar button and select Configure.
Click Home > Configure on the menubar. The Configure screen displays.

Click Account on the navigation panel or Areas > Account on the menubar.

Click Employee Benefits on the navigation panel.

Select the field you want to modify in the Employee Benefits list and click Edit.

Select the Description checkbox in the Read Only section if you want employees to have to choose an item in the dropdown menu. If this checkbox is not selected, employees may enter freeform text in the field.

Items in the Detail list are selectable in the dropdown menu for the selected field.

You can do the following:

Add a Selection
1. Click the Add button beside the Detail list.
2. In the pop-up window that displays, enter a Description. This is the text that displays when you make a selection in the dropdown menu for the selected field.
3. A new item is active by default. If you want the item to be inactive, select the Inactive radio button.
4. Click Add to add another item.
  
  Click Finish if you have no other items to add.
  
  Click Cancel to close the pop-up window without saving your changes.
Edit a Selection
1. Click to select the item in the Detail list.
  
  Note: Click the Include Inactive link label to include inactive items in the list.
2. Click the Edit button beside the list.
3. Optionally edit the Description. This text displays when you make a selection in the dropdown menu for the selected field.
4. Select the Active or Inactive radio button to specify the item’s status.
5. Click Finish.
Delete a Selection
1. Click to select the item in the Detail list.
2. Click the Delete button beside the list.
3. You are prompted, “Do you wish to delete this record?” Click Yes.
Print a List of Selections
1. Click the Print button beside the Detail list.
2. Print this list as you would any other document.