Medical Maintenance - Medical Plan tab - Plan sub-tab

Use the Plan sub-tab to maintain information about student medical plans including:

  • plan type
  • issuing staff member
  • storage location
  • administration instructions
  • linked documents.


 Opening the Plan sub-tab

To open the Plan sub-tab:

  1. Open the Medical tab from one of the following maintenance windows:
     Current Student Maintenance. See Current Student Maintenance - Medical tab in the Current students manual.
    • Future Student Maintenance. See Future Student Maintenance - Medical tab in the Future students manual.
    • Past Student Maintenance. See Past Student Maintenance - Medical tab in the Past students manual.
    • Staff Maintenance. See Staff Maintenance - Medical tab in the Human resources manual.
  2. Click .
    The Summary tab of the Medical Maintenance window is displayed.
  3. Click the Medical Plan tab.
    The Plan sub-tab on the Medical Plan tab of Medical Maintenance is displayed.


Medical Maintenance - Medical Plan tab - Plan sub-tab key fields and buttons

Fields

Field

Description

Active

Whether the medical plan is currently active.

Issued By

Staff member that issued the medical plan.

Type

Type of medical plan. See luMedicalPlanType lookup table in the System maintenance manual.

Location

Location of the medical plan. For example, Carries on person.

Start Date

Start date of the medical plan.

End Date

End date of the medical plan.

Instructions

Instructions for administering the medical plan.

Modified By

Community member that last modified the selected medical plan record.

Modified Date

Date the medical plan was last modified.

Plan Seq

Unique identifier for the medical plan.

Buttons

Button

Description

View the document linked to the selected medical plan.

Maintain the document linked to the selected medical plan by either:

Common fields and buttons
Fields

Field

Description

Active Only

Select to only display active medical plan records.

Buttons

Button

Description

Add a new medical plan.

Delete the selected medical plan.