The following includes only the text portion of the document. We invite you to consult the original document or multimedia presentation to benefit from the integral information which was prepared for your intention.
Two options can be available to give you access to the original document:
When available:
Click on the PDF or RobotDemo document on top of this screen
Otherwise:
Copy the following URL link to your WEB browser:
http://www.c-surance.ca/help_en/edit_article.asp?id=1383&ucat=239&detail=93
Table of contents
CHAPTER 4 – ADVANCED FUNCTIONS
Functionalities
Division/Class
Company contribution
Optimize contribution
Contribution extension
Administrative charges
Benefit extension and reinstatement
Additional information (ADD, Ancillary medical, Hospital fees, Other expenses)
To select in the Bank of services:
Customize your services:
CHAPTER 4 - ADVANCED FUNCTIONS
Congratulations! You have successfully completed your initial exploration of C-surance.ca administration. If you followed the step by step procedures of chapter 1, you were able to generate your first BILLING and EMPLOYER/EMPLOYEE CONTRIBUTION. The whole process should have been carried out with very little effort and you should now have a good understanding of the C-surance.ca administration logistics.
As professional, you probably would like to expand further the delivery of your products and services. C-surance.ca administration offers several additional functionalities that will allow you to generate more sophisticated documents and reports.
When we created your first project/contract, we accepted the default value of: One (1) division and one (1) class. C-surance.ca makes it possible for you to manage sponsor with more than 200,000 members. Consequently, this basic module will enable you to manage as many divisions and classes that can be required.
Each division will insure proper capture of all the needed specific information including the tax configuration and addresses.
It is important to know that although it is simple to create a substantial number of divisions and classes; subsequent managements (assignment of the benefits, employer contribution, etc) will preserve their simplified approach. Thus, all the management will rest on the concepts of inheriting from the higher level.
As presented in the graph, the green boxes indicate that particular assignments were allotted to: the sponsor, 1 division and 2 classes (in green). All other Divisions or Classes (gray) will inherit the assignments of the higher level, which if not assigned, will inherit the assignments of the Enterprise.
Thus, we can easily create at the Enterprise level, the generic configuration for the majority of the participants and then assign exception cases distinct conditions. Using this powerful logistic you can limit the configuration obligation, while insuring specific assignment to each group of individual in respect with collective agreements or employers' policies.
Matching our graphic colors, when we assign particular conditions to the sponsor or to one of the exceptions (Division or Class), the system will display them as “green” vs the heirs who will remain in “gray”.
All the subsequent processes (calculations or printout) will automatically reflect these particular states. This will ensure precise results as well as structured and optimized reports improving on your professional image.
The C-surance.ca provides a highly sophisticated module to manage both the employers’ contribution as well as administration fees to be billed over and above the standard commission or TPA charges.
These powerful tools are easy to use as the user simply needs to define the proper conditions to the entire sponsor or any of its division or classes.
Once the criteria are set, these will automatically be applied through out the system to generate the proper calculation.
We invite user to carefully edit these fields of information and then appreciate the system automatic handling of the information in concordance with the various contract conditions.
Based on the selected level of power the user will have various options of employers’ contributions:
- % of premium
- fixed amount
- % of salary
- by status
- by benefits
- Referred contribution
- Balanced plan
- Etc.
These contributions can be automatically optimized fiscally by the system or this optimization can be overridden by a qualified user.
The user can define for how many pay periods the employer will continue to insure the defined contributions. Each status allows for specific contribution periods. No entry means unlimited contribution.
The manager defines administrative charges to be billed to the employee or employer.
From within the contract management module, the user will be able to define specifically the various benefit extension and reinstatement conditions.
By selecting this option the manager will be able to define as he did for each benefit the conditions. Using the specialized buttons
he will be able to regroup the benefit with similar conditions as well as select or unselect the Jobs status to be processes.
Once these are set the user will be able to set the # days for each element.
This information, as well as the promotional information of the plan, is offered to you by the C-surance.ca community to simplify your document management.
Thus you will be able to prepare and print your contract
We invite you to consult the “Documentation” section of your contracts.
When available, you will be able to find under this section, the contents of the promotional booklets of the carriers.
Our objective is to ensuring that you will have access all the promotional booklets of your carriers at the relevant time, while eliminating the needs for paper management.
The banks of plans, benefits as well as the additional information banks, enable you quickly “To assign” benefit as well as defining the insured limits.
To access information directly, you need only to click on one of the dedicated buttons which you will find under the Extended Health Care, ADD, or Dental Care benefits. The management of this information is identical for each one of them. Here thus important suggestion on how to best handle these information.
The various services plans were created by MDI and their partners in order to simplify your management of the services.
By clicking on the button you will be able to get an update of the various available plans. Thus, following a carrier’s change of services, it will be possible for you to obtain their most recent services suggestions. The process does not require any human intervention. It will however be necessary to be patient since all of your bank of information will be updated.
The button will enable you to pick and choose from the bank of services, the products which will best respond to your needs.
By selecting from the bank of plans, your file will automatically inherit of a certified copy of your selection.
C-surance.ca enables you to customize each service to ensure that you will present the SPECIFIC of your project or contract.
The button will enable you to manage the list of the items which will be posted on your file.
The button will make it possible to update the list of the available services. Should you identify missing services, you are invited to email to MDI the missing items and the professionals will make sure to quickly add the necessary services.
By using the arrows and you will be able to transfer the services towards the right side or the left.
WARNING, as a protection, it will not be possible to remove a visible service if this service is active. It will thus be needed to first deactivate the service.
The data can be processed individually or by regrouping.
Two (2) important tabs are available to enable you to configure your various services. :
Ø Regrouping
Ø Services
The “Services” section enables you to manage each service individually. You will be able to add, remove or modify the various services which are available in your project or your contract.
To modify a service, you will first need to select the service to be modified then to activate the “Edit the service” Button .
This activation will make it possible to access detailed information of the selected service. The activation will make active the Quit and Accept buttons. It will be essential to select one of these buttons to be able to alter another service.
You will be able to adapt some 14 fields of information to configure them to your specifications.
The services can be managed individually or, they can be grouped. For example, professional services including: chiropractor, audiologist, masseur and others can belong to a group which you can call “Pro”. The limit will then be regarded as common and cumulative. In this case, it will be easier to modify the “Grouping” instead of each service.
If you modify one individual item belonging to a GROUP, information in non conformity will be posted in red in the section “Services Parameter”.
The “Regrouping” section enables you to manage the same information as those of the services except that we add an ASSOCIATION option.
Thus it will be possible for you to create a new or modify an existing regrouping.
In each case, you will have additional “Associations” tab which will give you the option to regroup services. As for the services screen selection, it will be easy to assign or not a service to a group.
By using the arrows , you will be able to transfer the services towards the right-hand side or the left.
For the user in mode XPRO, three (3) additional buttons will allow him to manage its own banks of information. Thus he will be able to create new items or, to modify them.
</XSL:STYLEr="0T>
