To add a new note to an account, click ‘Add a New Note’ on the Notes page and enter all relevant information.
-
- Editing Data Elements
- Life Events
- Beginning a Life Event
- Deleting a Life Event
- Notes
- Adding a New Note
- Employee File
- Personalized Forms
- Family Information
- Impersonating Users
- Benefit Coverages
- Enroll & Expand Plan Selection
- Beneficiaries
- Pending Enrollments
- View & Edit
- Uploading New Documents to the Employee File
- Special Enrollment
Menu
-
- Editing Data Elements
- Life Events
- Beginning a Life Event
- Deleting a Life Event
- Notes
- Adding a New Note
- Employee File
- Personalized Forms
- Family Information
- Impersonating Users
- Benefit Coverages
- Enroll & Expand Plan Selection
- Beneficiaries
- Pending Enrollments
- View & Edit
- Uploading New Documents to the Employee File
- Special Enrollment
Adding a New Note