In order to add insurance records to the health care screen, Insurance Groups and Insurance Policies needs to be configured for the relevant company. Equus Platform's Health Care screen (also called Insurance), allows for both individual and group insurance information to be stored. Group insurance details are used when there are company-wide suppliers and insurance policies that apply. Individual insurance records are for any assignee specific policies which are not part of the group arrangements but which the company wants to record in a relevant space.
Insurance Groups and Insurance policies are configured at the company level under the menu item "Insurance Providers". If this menu is not available to you, make sure it is enabled through a Menu Item Override.
Navigate to the company level Insurance Provider screen through the Global Search. Click on
to add an insurance provider record. Once you save an insurance provider record, a subsequent table will appear for you to capture the group plan / policy details.
After the insurance providers and the group policy details have been configured for a company, additional options will be available on the Group Plan Enrollment Details section of the assignment level Insurance screen.
