Prefills - Policy/Plan Detail

You can create policy/plan detail form prefills for specific lines of business to save users time by populating default coverages, answers to questions, and notes, so they do not need to re-key similar information for each policy/plan. You can only use this functionality when accessing Epic through a web-browser.

1. From the Home screen, do one of the following:
• Click Configure on the navigation panel.
• Click the down arrow next to Home on the menubar and select Configure.
• Click Areas > Configure on the menubar.

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.

2. Click Policy on the navigation panel or Areas > Policy on the menubar.
3. Click Prefills – Policy/Plan Detail on the navigation panel.
4. You can do the following from here:
• Add a Prefill
  1. Click the + Prefill button.
  2. Enter a Name for the prefill.
  3. Select the Application Type to which the prefill applies.
  4. If you want information from an existing prefill to default into this one, choose the prefill in the Default from Existing Prefill dropdown menu. This option can save time if you are creating multiple prefills with only slight variations.
  5. The form displays as it would if you were accessing it in Policy Detail. Make selections and enter field values that you want to default when a user selects this prefill.
     
     Required fields with a red asterisk are only required in the form itself when a user adds a policy/plan on a client account. They are not required while you are configuring the prefill.
  6. To save the prefill, click the Save & Finish button.
• Edit a Prefill
  1. Click the dropdown arrow on the prefill’s Edit button or click on the Name of the prefill.
  2. Edit the Name of the prefill if necessary.
  3. If you want information from an existing prefill to default into this one, choose the prefill in the Default from Existing Prefill dropdown menu. This option can save time if you are creating multiple prefills with only slight variations.
  4. The form displays with its existing default selections and field entries. Update these default values as necessary.
  5. To save your changes to the prefill, click the Save & Finish button.
• Delete a Prefill

  Click the dropdown arrow on the prefill’s Edit button and select Delete.