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How do I add a coverered individual?

Views: 1108 Created: 2016-11-07 16:24 Last Updated: 2017-06-09 14:20

SYMPTOM

How to add 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.

APPLIES TO

  •  Current version of Yearli