Creating occurences to COBRA participants

Before you create occurrence records to a COBRA participant, you must first create a COBRA participant.

See Creating COBRA participants manually and Creating COBRA participants from an employee's dependent.

  1. Create a COBRA participant.
    See Creating COBRA participants manually.
  2. Click the Occurences tab.
  3. Click Create.
  4. Specify this information:
    Occurrence Type
    Specify the occurrence type to use in the COBRA participant's occurrence record.

    For example, you can specify termination, divorce, loss of coverage, or COBRA open enrollment.

    Occurrence Date
    Specify the date of the COBRA participant's occurrence record.
    Coverage End
    Specify the ending date of the COBRA participant's benefit coverage.
    Employer
    Specify the date of the employee to notify the employer of the occurrence record.
    COBRA Participant Notified
    Specify the date of the employer to notify the COBRA administrator of the occurrence record.
    Employer Notified of Benefit Election
    Specify the date to notify the employer of the benefits election.
  5. Click Save.