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Add Policy
Add Policy From Lead
Expired Policies
Insurer
Policy
Client Branch
TPA
Date
Status
Action
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Client Branch
*
Select Client Branch
Policy Type
*
Select Policy Type
= $value['policy_type'] ?>
Base Policy
*
Select Base Policy
Insurer
*
Select Insurer
= $value['insurer_name'] . '-' . $value['branch_code'] ?>
TPA
*
Select TPA
= $value['tpa_short_name'] . '-' . $value['branch_code'] ?>
Policy No
*
Policy Start Date
*
Policy End Date
*
Policy Status
CD Account Number
*
Select CD Account Number
+ Add New CD
GST ( % )
*
Wellness Plan ID
Wellness Vendor ID
Visit
= $value['short_name'] ?>
Disclaimer
*
Policy Visibilty in Employee App
Is LGBTQ Enable
Submit
Cancel
Lead List
×
Lead List
*
Select Lead
= $value['client_name'] ?> - = $value['branch_name'] ?> - = $value['user_name'] ?>
Fetch Client