Account

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

• Account Name:  The description you select for the Account record.  This description must be unique within the PBM.
• Eff Start:  This is the earliest date for the associated Groups.
• Eff End:  This is the last date for the associated Groups.
• Account ID:  This is the ID you create that will be associated with the Account.  This value cannot change once saved as a Draft.
• Account Type:  This is a classification for the business represented by the Account 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.
• Carrier Assignment:  The Carrier Assignment is the required relationship between the Account and the Carrier.  This drop-down will present all Carrier 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 the sample of the Account screen.