The Policy Type page allows you to add, edit and remove different Policy Types (e.g. EAP, County Funded, State Funded, Private Policy etc).
The Policy Type field appears on a number of reports including:
Outstanding Funder Report
Coverage Expiration List Report
Group Policy Roster Report
Group Policy Setup Report
Individual Policy Report
Policy Coverage Use Report
Unit Coverage Use Report
To access this page you will need to be logged into Penelope with a System Administrator account.
How to Add a Policy Type
1. In the System Setup section select Billing.
2. In the Field Setup section select Policy Type.
3. In the Active Values section click the Add link.
4. Enter a Value.
5. Click Save.
How to Edit a Policy Type
1. In the System Setup section select Billing.
2. In the Field Setup section select Policy Type.
3. In the Active/Inactive Values section click the name of the Policy Type you would like to edit.
4. Edit the Value.
5. Click Save.
How to Make a Policy Type Value Inactive
1. In the System Setup section select Billing.
2. In the Field Setup section select Policy Type.
3. In the Active Values section click the minus (-) icon located next to the Policy Type you would like to deactivate.
The Policy Type will be moved to the Inactive Values section. If the Policy Type is not in use it will be immediately deleted. This action cannot be reversed.
How to Make a Policy Type Value Active
1. In the System Setup section select Billing.
2. In the Field Setup section select Policy Type.
3. In the Inactive Values section click the plus (+) icon located next to the Policy Type you would like to make activate.
