Enrolling Employees in Benefit Plans (with HIPAA Compliance)

If you want to create HIPAA transaction files, complete the HIPAA setup before you enroll employees. Defining HIPAA plan details For employee who are already enrolled in the Benefits application, no additional action is necessary.

When you enroll employees, follow the instructions in the Infor Benefits Administration User Guide. The following bullets outline new forms and fields to consider.

To enroll employees in benefit plans using HIPAA compliance

  1. Access the HIPAA tab of Employee Benefit Entry (BN31.2). Use the following guidelines to enter field values:
    Create Transaction

    Select whether to create a transaction record. If you leave this field blank, the parameter defined for the plan will control this. If a value is entered here, it overrides what is defined on the plan.

    Reason

    Select a reason for the benefit enrollment. This information is required if the transaction will be sent to the carrier.

    Member ID

    Type a member ID number to be used in the EDI transaction file. The Social Security number is be used as a default, but the user may override that by selecting Employee or Dependent Number.

  2. Access Benefit Transaction Details (BN32.4) for additional HIPAA information. Access BN32.4 from the following forms:
    Note: The HIPAA button that lets you access BN32.4 only appears if you select Yes in the Create Transactions field of Plan Details (BN15.2).

    • Employee Benefit Changes (BN32.1)

    • Employee Benefit Detail Changes (BN32.2)

    • Benefit Add (BN32.3)

    • COBRA Benefit Entry (BN71.1)

    • Retiree Benefit Entry (BN72.1)

    • Dependent Benefits (HR13.2)

    • Dependent Benefits (HR13.3)

    • Dependent Benefits (HR13.4)

    Use the following guidelines to enter field values:

    Create Transaction

    Select whether or not to create a transaction record. If you leave this field blank, the parameter defined for the plan will control this. If a value is entered here, it overrides what is defined on the plan.

    Reason

    Select a reason for the benefit enrollment. This information is required if the transaction will be sent to the carrier.

    Member ID

    Type a member ID or subscriber number to be used in the EDI transaction file. If you leave this field blank, the Social Security number is be used as a default.