Adding a Carrier Plan Contact Record
The Add function allows users to add carrier plan contact records.
To Add a Carrier Plan Contact Record:
- Select the CLER Main Menu. tab at the top of the
- Select the option. The Contacts Main Page is displayed with the and options.
- Select the option. The Carrier Plan Contacts page.
- Click The Carrier Plan Contacts Add page is displayed.
- Complete the fields as follows:
Field
Instruction/Description
Carrier*
Required
Select the carrier code from the drop-down menu.
Plan*
Required, alphanumeric, 2 positions
Enter the first two positions of the carrier enrollment code.
Type*
Required
Select either
for an administrative contact or 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, 40 positions maximum
Enter the name of the carrier plan contact.
Address Line 1
Optional, alphanumeric, 40 positions maximum
Enter the first line of the carrier plan contact’s street or post office box address.
Address Line 2
Optional, alphanumeric, 40 positions maximum
Enter the second line of the carrier plan contact’s street or post office box address.
Address Line 3
Optional, alphanumeric, 40 positions maximum
Enter the third line of the carrier plan contact’s street or post office box address.
City
Optional, alphanumeric, 25 positions maximum
Enter the name of the carrier plan contact’s city.
State
Optional
Select the payroll office’s, carriers, carrier contact's, or carrier plan contact's State, U.S. territory, or overseas military abbreviation from the drop-down menu. For a list and descriptions of State, U.S. territory, and overseas military abbreviations, see State, U.S. Territory, and Overseas Military Abbreviations Table.
Zip
Optional, alphanumeric, 11 positions
Enter the carrier plan contact’s ZIP Code.
Foreign Country
Optional
Select the carrier plan 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 plan contact’s telephone number.
Fax Number
Optional, alphanumeric, 25 positions
Enter the carrier plan contact’s fax number.
Email Address
Optional, alphanumeric, 60 positions
Enter the carrier plan contact’s email address.
Remarks
Optional, alphanumeric, 400 positions maximum
Enter remarks about this record.
- Click . If no errors occur, a pop up message is displayed to confirm the record has been added.
- Click to close the pop up.
See Also |