Below are instructions for configuring your clients' accounts in your IntakeQ instance, to ensure that the proper relationship is maintained between the primary policyholder and their dependents when insurance claims are filed.
In this example, the Wayne family has 3 members:
- Thomas is the father and primary policyholder.
- Martha is the spouse, and a dependent on Thomas's plan
- Bruce is the child, and a dependent on Thomas's plan
Let's first look at the primary policyholder Thomas's, "Overview".
In the "Basic Information" section, note that the Name and Date of Birth fields are required.
In the "Primary Insurance" section, note that the "Client Relationship to Policyholder" is specified as "Self" and that the "Policyholder Name" and "Date of Birth" fields match his information, above.
Now let's look at the dependent spouse Martha's, "Overview."
Her information populates the "Basic Information" section.
If you scroll down to the "Primary Insurance" section, you'll see that the "Member ID / Policy #" is the same as Thomas's, "Client Relationship to Policyholder" is specified as "Spouse" and that the "Policyholder Name" and "Date of Birth" fields match those of Thomas, the primary policyholder.
For the dependent child Bruce, follow the same pattern as the dependent spouse.
Bruce's information populates the "Basic Information" section.
If you scroll down to the "Primary Insurance" section, you'll see that the "Member ID / Policy #" is the same as Thomas's, "Client Relationship to Policyholder" is specified as "Child" and that the "Policyholder Name" and "Date of Birth" fields match those of Thomas, the primary policyholder.
