Deleting a Carrier Plan Contact Record
The Delete function allows users to delete carrier plan contact records.
To Delete 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 is displayed.
- Complete the fields as follows:
Field
Instruction/Description
Carrier
Optional, alphanumeric, 7 positions
Enter the carrier identification code.
Plan
Required, alphanumeric, 2 positions
Enter the first two positions of the carrier enrollment code.
Type
Optional
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.Display
Optional, default
Defaults to the
display option. Allows users to display search results by the options listed below. To choose another type of option, select the radio button next to one of the following options:- Displays all contacts for the payroll office ID and type code entered.
- Displays active contacts for the payroll office ID and type code entered.
- Displays inactive contacts for the payroll office ID and type code entered.
Order By
Optional, default
Defaults to the
sort option. Allows users to sort search results by the options listed below. To choose another sort option, select the radio button next to one of the following options:- Search by carrier code.
- Search by plan code.
- Search by type code.
- Click
Field
Instruction/Description
Carrier
System generated
Displays the carrier identification code.
Plan
System generated
Displays the first two positions of the carrier enrollment code.
Type
System generated
Displays
type code to indicate that the payroll office contact holds an administrative position.Displays
type code to indicate that the payroll office contact holds a technical position.Status
System generated.
Displays CLER .
to indicate that the record has been activated inDisplays CLER .
to indicate that the record has been inactivated inName
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.
. The Carrier Plan Contacts Search Results page is displayed.
- Click next to the applicable record. A pop up message is displayed asking the user to approve the deletion.
- Click to delete the record and close the pop up.
See Also |