Carrier

The Carrier record requires few fields.  The following fields are required:

• Carrier Name:  The description you select for the Carrier record.  This description must be unique within the PBM.
• Eff Start:  This is the earliest date for the associated Accounts, and Groups.
• Eff End:  This is the last date for the associated Accounts, and Groups.
• Carrier ID:  This is the ID you create that will be associated with the Carrier.  This value cannot change once saved as a Draft.
• Carrier Type:  This is a classification for the business represented by the Sponsor or what supports your business’s needs.  These are industry standard values.  These may be important for your reporting needs.  These are the same options for Sponsor, Carrier, and Account.
• Sponsor Assignment:  The Sponsor Assignment is the required relationship between the Carrier and the Sponsor.  This drop-down will present all Sponsor options available.

The bottom section of the Carrier record includes ID Card Production and Contacts.  Use the links to read about these as they are common to all System Hierarchy records.

See the image below for a sample of a Carrier screen.