If you have a large list of employees/dependents to add, please reach out to the practice and they will be able to upload them for you. If you just have a handful to add you can do so following the below directions:

Adding a new Employee

  1. Click on the 'Employee' tab

  2. Select '+ New Employee or Dependent' 

  3. Fill out all the demographic information

  4. Select their enrollment date (Employee start dates must be on the first of the month)

  5. Press 'Create and Enroll Employee' 

Adding a new Dependent

  1. From the employee tab, select '+ New Employee or Dependent' 

  2. Fill out all the demographic information

  3. In the 'Type' field, select adult or child

  4. In the 'Dependent of' field select the employee who the dependent should be connected to 

  5. Press 'Create and Enroll Dependent' 

Did this answer your question?