Benefits Applications

Perform the following steps to add or view a customer application. You must add a customer policy before you can access the application.

  1. At Home Base, click Clients & Files.
  2. From the dropdown menu above the list, select Customers.
  3. Select the desired customer from the list.
  4. Click the Policy List button to access the Policy List.
  5. In the Policy List, select the policy associated with the application you wish to access.
  6. Click Options and then click Current App.
  7. If applicable, click Yes to confirm that this is a new application.

The tabs and fields displayed on the application differ depending on which policy type you have selected:

Medical, Dental, and Vision Applications

Group Life Applications

Long Term and Short Term Disability Applications

Medical, Dental, and Vision Applications

  1. On the Benefits/Rates tab, double click in the Class field, select the class of employees to whom this coverage will apply, and click OK.

    Note:     See Define Employee Classifications for instructions on adding classes to this list.
  2. Enter the correct amounts in the Eligible Employees and Participating Employees fields.
  3. Enter a Waiting Period if applicable.
  4. Select the checkbox next to any Employment Status to which the policy applies.
  5. Enter the maximum Dependent age and the maximum dependent age if student.
  6. Double click in the Option field, select the correct benefit option, and click OK.

    Note:     See Define Benefit Options for instructions on adding benefit options to this list.
  7. Enter the In-Network and Out-of-Network Copay, Deductible, and Coinsurance amounts.
  8. Enter the appropriate In-Network and Out-of-Network Out of Pocket, Drug Card, and Office Visit amounts. (Not all of these fields will appear on all applications.)
  9. To add another option for this type of benefit (for example, if there is a choice of PPO1 or PPO2 for health insurance), click the Add button and repeat steps 1-8.
  10. Click the Rates/Premiums radio button. Here you can add attachments if applicable. You may also add attachments by clicking on the Attachments tab.
    Note: If you have not done so, it is recommended that you install attachment categories and subcategories specific to benefits to help you manage your benefits policies, and that you configure security rights for each attachment category. See Benefits Attachment Categories for more information.
    1. Click Add.
    2. If the correct file is not in the list for the default folder, click Browse, locate the correct Folder, and click OK.
    3. In the Available Files list, highlight the item to be attached to the application. To attach multiple files in the selected folder, press [Ctrl] or [Shift] as you click the filenames.
    4. Click the single right arrow button to select the highlighted files. To attach all of the files in the folder, click the double right arrow button.
    5. Click Next.
    6. For the first attached file, double click in the Category field, select the correct attachment category, and click OK. Select a subcategory, if applicable, in the same manner.
    7. Enter a Description of the file. To select a description from a list, click the ellipsis (...) button, select the correct description, and click OK.
    8. Enter a Custom Date or select the date from the dropdown calendar.
    9. If you wish to apply the same category, subcategory, and description to all of the selected files, select the Apply to all files checkbox.
    10. Click Attach Files.
    11. If the New Activity (for a single attachment) or New Bulk Activity (if you selected the Apply to all files checkbox) window displays, fill it in as usual and click OK.
  11. Click on the Remarks tab if you wish to enter additional comments.
  12. Click File > Save to save the application with your changes.

Group Life Applications

  1. On the Benefits/Rates tab, double click in the Class field, select the class of employees to whom this coverage will apply, and click OK.

    Note:     See Define Employee Classifications for instructions on adding classes to this list.
  2. Enter the correct amounts in the Eligible Employees and Participating Employees fields.
  3. Enter a Waiting Period if applicable.
  4. Select the checkbox next to any Employment Status to which the policy applies.
  5. Double click in the Option field, select the correct benefit option, and click OK.

    Note:     See Define Benefit Options for instructions on adding benefit options to this list.
  6. Enter the Minimum and Maximum Benefit Amount.
  7. To add another life insurance option, click the Add button and repeat steps 1-6.
  8. Click the Rates/Premiums radio button. Here you can add attachments if applicable. You may also add attachments by clicking on the Attachments tab.
    Note: If you have not done so, it is recommended that you install attachment categories and subcategories specific to benefits to help you manage your benefits policies, and that you configure security rights for each attachment category. See Benefits Attachment Categories for more information.
    1. Click Add.
    2. If the correct file is not in the list for the default folder, click Browse, locate the correct Folder, and click OK.
    3. In the Available Files list, highlight the item to be attached to the application. To attach multiple files in the selected folder, press [Ctrl] or [Shift] as you click the filenames.
    4. Click the single right arrow button to select the highlighted files. To attach all of the files in the folder, click the double right arrow button.
    5. Click Next.
    6. For the first attached file, double click in the Category field, select the correct attachment category, and click OK. Select a subcategory, if applicable, in the same manner.
    7. Enter a Description of the file. To select a description from a list, click the ellipsis (...) button, select the correct description, and click OK.
    8. Enter a Custom Date or select the date from the dropdown calendar.
    9. If you wish to apply the same category, subcategory, and description to all of the selected files, select the Apply to all files checkbox.
    10. Click Attach Files.
    11. If the New Activity (for a single attachment) or New Bulk Activity (if you selected the Apply to all files checkbox) window displays, fill it in as usual and click OK.
  9. Click on the Remarks tab if you wish to enter additional comments.
  10. Click File > Save to save the application with your changes.

Long Term and Short Term Disability Applications

  1. On the Benefits/Rates tab, double click in the Class field, select the class of employees to whom this coverage will apply, and click OK.

    Note:     See Define Employee Classifications for instructions on adding classes to this list.
  2. Enter the correct amounts in the Eligible Employees and Participating Employees fields.
  3. Enter a Waiting Period if applicable.
  4. Select the checkbox next to any Employment Status to which the policy applies.
  5. Enter the Percentage of earnings that the employee will receive.
  6. If applicable, enter Minimum and Maximum Weekly Benefits amounts.
  7. Enter the Elimination Period for injury and for illness.
  8. To add another option for this type of benefit, click the Add button and repeat steps 1-7.
  9. Click the Rates/Premiums radio button. Here you can add attachments if applicable. You may also add attachments by clicking on the Attachments tab.
    Note: If you have not done so, it is recommended that you install attachment categories and subcategories specific to benefits to help you manage your benefits policies, and that you configure security rights for each attachment category. See Benefits Attachment Categories for more information.
    1. Click Add.
    2. If the correct file is not in the list for the default folder, click Browse, locate the correct Folder, and click OK.
    3. In the Available Files list, highlight the item to be attached to the application. To attach multiple files in the selected folder, press [Ctrl] or [Shift] as you click the filenames.
    4. Click the single right arrow button to select the highlighted files. To attach all of the files in the folder, click the double right arrow button.
    5. Click Next.
    6. For the first attached file, double click in the Category field, select the correct attachment category, and click OK. Select a subcategory, if applicable, in the same manner.
    7. Enter a Description of the file. To select a description from a list, click the ellipsis (...) button, select the correct description, and click OK.
    8. Enter a Custom Date or select the date from the dropdown calendar.
    9. If you wish to apply the same category, subcategory, and description to all of the selected files, select the Apply to all files checkbox.
    10. Click Attach Files.
    11. If the New Activity (for a single attachment) or New Bulk Activity (if you selected the Apply to all files checkbox) window displays, fill it in as usual and click OK.
  10. Click on the Remarks tab if you wish to enter additional comments.
  11. Click File > Save to save the application with your changes.

See Also