Policy/Plan Data Capture Forms

Policy/Plan Data Capture enables you to enter and manage plan/policy details in intuitive standardized forms that minimize duplicate data entry and offer flexibility for quick, easy updates.

Access these forms from policy detail, just as you would access application detail for any other policy. The available fields and sections on each form vary, depending on the application detail configured for the policy type. For this reason, this article provides information on common functionality across all of the data capture forms, rather than comprehensive step-by-step instructions for specific lines of business.

The data capture forms require Applied Epic Browser, and they are only available if your agency does not have Active Directory Authentication enabled in Login Configuration. If Epic is installed locally on your computer, however, you can still access any common screens included with these forms.

Be aware that not all of the options in the Actions menu are available for policies that use the data capture forms, only actions that are applicable to benefits. You cannot combine these lines in the same package policy with lines that do not use the data capture forms. Policy types configured to use data capture forms are not available for selection in myEpic.

Completing the Form

Fields and sections on policy/plan detail forms display dynamically based on your selections. For example, if your agency only has In-Network or Out-of-Network coverages for a particular medical policy, you can select those two coverage options to display fields that apply only to those coverages. If you change a selection on the form that hides fields and sections, your entries in those sections are retained.

Applying a Prefill

Prefills enable you to fill in policy/plan details quickly with commonly used entries for each line of business. Apply prefills to a data capture form on the Add a Policy page or from Application Detail (rather than using the Select Prefills action, which does not apply to data capture forms).

To apply a prefill from the form’s Application Detail, do the following:

1. From policy detail, select the application (e.g., Group Dental), then click Application Detail in the navigation panel.
2. In the Coverage Prefills section, click the Select Prefill button. This section only displays if there is at least one prefill configured for the form.
3. The Apply Coverage Prefills window displays. Select the checkbox for the prefill you want to apply. You can only apply one prefill at a time.
4. Click Apply Prefill.
5. If you have already entered information on the form, applying the prefill will overwrite that information. When prompted, click Overwrite to continue.

The name of the prefill you have applied displays in the field next to the Select Prefill button.