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How do I add, edit, and delete a covered individual?

Views: 2045 Created: 2016-11-07 16:24 Last Updated: 2018-08-02 12:43

SYMPTOM

How to add, edit, and delete a covered individual in the Yearli program.

RESOLUTION

Procedure 1 (Adding a covered individual)

  1. Click the Payer List button.
  2. Double click on the payer name.
  3. Select the recipient to add the covered individual(s) to.
  4. If the recipient already has a 1095 form created, double click on the 1095 form in the Form List. If not, create a new 1095 for the recipient.
  5. Click on the Cov Ind button on the right.
  6. Enter the applicable information.
  7. Click Save.
  8. Click Add to add another covered individual, or OK to close the window.

Procedure 2 (Editing a covered individual)

  1. Click the Payer List button.
  2. Double click on the payer name.
  3. Select the recipient whose covered individuals need to be edited.
  4. If the recipient already has a 1095 form created, double click on the 1095 form in the Form List. If not, create a new 1095 for the recipient.
  5. Click on the Cov Ind button on the right.
  6. Make the applicable changes.
  7. Click Save.
  8. Click OK to close the window.

Procedure 3 (Deleting a covered individual)

  1. Click the Payer List button.
  2. Double click on the payer name.
  3. Select the recipient whose covered individual(s) need to be deleted.
  4. Double click on the 1095 form in the Form List. 
  5. Click on the Cov Ind button on the right.
  6. Highlight the covered individual to be deleted.
  7. Click Delete.
  8. Click OK to close the window.

APPLIES TO

  •  Yearli 2017 - Current