CLER for Carriers

Activating or Inactivating a Carrier Plan Contact Record

The Activate/Inactivate function allows users to activate and inactivate carrier plan contact records.

To Activate or Inactivate a Carrier Plan Contact Record:

1. Select the Carrier tab at the top of the CLER Federal Employees Health Benefits, Centralized Enrollment Clearinghouse System Main Menu.

   

2. The Carrier Main Page is displayed.

   

3. Select Contacts at the top of the Carrier Main Page. The Contacts Main Page is displayed with the Carrier Contacts and Carrier Plan Contacts options.

   

4. Click the Carrier Plan Contacts link to display the Carrier Plan Contacts page.

   

5. Complete the fields on the Carrier Plan Contacts page and click Submit.

   OR

   Click Reset to clear all data entered.

   Field	Instruction/Description
   Carrier	Optional, alphanumeric, 7 positions Enter the carrier ID code.
   Plan	Required, alphanumeric, 2 positions Enter the first two positions of the carrier enrollment code.
   Type	Optional Select either General for an administrative contact or Technical for a technical contact from the drop-down menu. The Type code indicates whether the payroll office contact is an administrative contact or a technical contact.
   Display	Optional, default Defaults to All display option. Allows users to display search results by the options listed below. To choose a display option, select the radio button next to one of the following values: All - Displays all contacts for the payroll office ID and type code entered. Active - Displays active contacts for the payroll office ID and type code entered. Inactive - Displays inactive contacts for the payroll office ID and type code entered.
   Order By	Optional, default Defaults to the Carrier sort option. This field allows users to sort search results by the options listed below. To choose a sort option, select the radio button next to one of the following values: Carrier - Search by carrier code. Plan - Search by plan code. Type - Search by type code.

6. The Carrier Plan Contacts Search Results page is displayed.

   Note: The Inactivate button is displayed next to records that have been activated, and the Activate button is displayed next to records that have been inactivated.

   

   Field	Description
   Carrier	System generated Displays the carrier code.
   Plan	System generated Displays the first two positions of the carrier enrollment code.
   Type	System generated Displays General type code to indicate that the payroll office contact holds an administrative position. Displays Technical type code to indicate that the payroll office contact holds a technical position.
   Status	System generated Displays active to indicate that the record has been activated in CLER Federal Employees Health Benefits, Centralized Enrollment Clearinghouse System. Displays inactive to indicate that the record has been inactivated in CLER Federal Employees Health Benefits, Centralized Enrollment Clearinghouse System.
   Name	System generated Displays the name of the carrier plan contact.
   Phone	System generated Displays the carrier plan contact’s telephone number.
   Email	System generated Displays the carrier plan contact's email address.

7. Click Activate to activate an inactivated record. A pop-up message is displayed to confirm the record has been activated.
8. Click OK to close the pop-up.
9. Click Inactivate to inactivate an activated record. A pop-up message is displayed to confirm the record has been inactivated.
10. Click OK to close the pop-up.