Sponsor

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

• Sponsor Name:  The description you select for the Sponsor record.  This description must be unique within the PBM.
• Eff Start:  This is the earliest date for the associated Carriers, Accounts, and Groups.
• Eff End:  This is the last date for the associated Carriers, Accounts, and Groups.
• Sponsor ID:  This is the ID you create that will be associated with the Sponsor.  This value cannot change once saved as a Draft.
• Sponsor 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.

The bottom section of the Sponsor record includes ID Card Production and Contacts. 

You will also notice the PBM ASSIGNMENT has defaulted to your current PBM’s description.  This is the one level of the System Hierarchy where all Sponsors are associated automatically.

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