CLER for Carriers

Updating a Carrier Plan Contact Record

The Update function allows users to update carrier plan contact records.

To Update 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.

   

   Field	Description
   Carrier	System generated Displays the carrier ID 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 Update next to the applicable record. The Carrier Plan Contacts Update page is displayed.

   

8. Complete the applicable fields on the Carrier Plan Contacts Update page.

   Field	Instruction/Description
   Carrier ID*	Required Select the carrier ID number from the drop-down menu.
   Type*	Required 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.
   Role	Optional, alphanumeric, 40 positions maximum Enter the title, position, etc., of the carrier contact/carrier plan contact.
   Name	Optional, alphanumeric, 30 positions maximum Enter the name of the carrier contact.
   Address Line 1	Optional, alphanumeric, 40 positions maximum Enter the first line of the carrier contact’s street or post office box address.
   Address Line 2	Optional, alphanumeric, 40 positions maximum Enter the second line of the carrier contact’s street or post office box address.
   Address Line 3	Optional, alphanumeric, 40 positions maximum Enter the third line of the carrier contact’s street or post office box address.
   City	Optional, alphanumeric, 25 positions maximum Enter the name of the carrier contact’s city.
   State	Optional, alphanumeric, 2 positions maximum Select the payroll office’s, carrier's, carrier contact's, or carrier plan contact's State, U.S. territory, or overseas military abbreviation from the drop-down menu. Refer to the State, U.S. Territory, and Overseas Military Abbreviations Table for a list and descriptions of State, U.S. territory, and overseas military abbreviations.
   Zip	Optional, alphanumeric, 11 positions maximum Enter the carrier contact’s ZIP Code.
   Foreign Country	Optional Select the carrier contact’s country code from the drop-down menu. For a list and descriptions of country codes, see Country Codes Table.
   Phone Number	Optional, alphanumeric, 25 positions Enter the carrier contact’s telephone number.
   Fax Number	Optional, alphanumeric, 25 positions Enter the carrier contact’s fax number.
   Email Address	Optional, alphanumeric, 60 positions Enter the carrier contact’s email address.
   Remarks	Optional, alphanumeric, 80 positions Enter remarks about this record.

9. Click Update Record. If no errors occur, a pop-up message is displayed to confirm the record has been updated.
10. Click OK to close the pop-up.

    Note: To update another record, click Cancel to return to the Carrier Plan Contacts Search Results page. Click Update next to the applicable record.