TravisCobra Overall System Class
- Understand the basics of the underlying time frames programmed into the system
- Learn the proper sequence of events in setting up your system
- Learn how to set up benefit plans and make rate changes
- Make the correct choices in entering PQBs and changing PQB records
- Learn the proper way to handle secondary qualifying events
- Process payments under a variety of conditions as well as handle variances
- Learn what Automatic Processing can do for you
- Learn how to customize the system to meet your company's needs
- Learn how to archive data
- Learn how to customize system generated letters through letter writer and editing of letters
- Have one on one discussions with the trainer about specific administration issues you have
- PQB Importer
- DOL Importer
- Batch Payment and Batch Imports
- Dual Age Rated tables - help set up the dual age rated tables
- Client Fee Billing
- DOL Module
- Eligibility Changes - change benefit levels
- Transferring participants for the DOL module
- Premiums Subsidized By Employer - how to add the subsidies
- State Continuation
- EOM reporting
- Emailing Letters to PQBs
- Learn how to set up ACH draft
- Learn how to reimburse PQBs
- Create Ad hoc HIPAA certificates
- Creating Groups of employers for reporting and printing
- Advantages of Document Storage Retrieval Module
TravisCobra New Features Class
- USERRA Event
- ACH Draft
- Back billing premiums due to rate change
- PQB Reimbursements
- Non-Cash Payments
- Ad hoc HIPAA certificates
- Coverage termination options
- Creating Groups of Employers for reporting and letter printing
- QBID or masked SSN on Premium Receipt Report
- Document Storage and Retrieval Module
- Modifications to Dual Age rated tables
- Adding Dependents to Ad Hoc HIPAA Certificates
- Medicare Part D Letters (General Notice, Creditable Coverage Disclosure, and Non- Creditable Coverage Disclosure)
- Download using QBID and/or Social Security Number