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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Medicare Tracking

Steps: Set Up Medicare Tracking

You can track Medicare coverage and enrollment information for employees, retirees, terminated workers, and dependents. You can coordinate benefits based on Medicare coverage to determine the primary and secondary payer on medical expenses.
  1. Configure the
    Manage Medicare Information
     business process in the Benefits functional area.
    You can include the
    Change Benefits for Life Event
     subprocess to evaluate whether adding Medicare coverage affects existing benefit plans.
  2. You can configure the
    Manage Medicare Information
     business process on supervisory or retiree organizations.
  3. Edit Domain Security Policies.
    Grant permission on these domains:
    • Self-Service: Medicare
       provides self-service users with access to the
      Medicare Information
       profile report on their worker profile. The report also has a link to view Medicare information for dependents.
    • Person Data: Date of Death
       displays the
      Date of Death
       field on the
      Manage Medicare Information
       task.
    • Worker Data: Medicare - USA
       secures the
      View Medicare Data
       and the
      Medicare Information for Profile
       reports.
  4. Access the
    Maintain Event Categories and Reasons
     task.
    Create categories and reasons for tracking Medicare information.
    Security:
    Set Up: Staffing
     domain in the Staffing functional area.
  5. (Optional) Access the
    Maintain Medicare Reporting Reasons
     task.
    Select the
    Self-Service
     check box for each reason to display on the
    Manage My Medicare Information
     task for employees and retirees.
    Security:
    Set Up: Benefits
     domain in the Benefits functional area.
  6. Add the
    Medicare Information
     report to the
    Benefits
     profile group on the worker profile.
Employees and retirees can enter and manage their Medicare information by accessing:
  • The
    Manage My Medicare Information
     task.
  • Benefits
    Change My Medicare Data
     from the related actions menu of their profile.
Administrators can enter and manage Medicare information for employees, retirees, terminated workers, and dependents by accessing:
  • The
    Manage Medicare Information
     task.
  • Benefits
    Change Medicare Data
     from the person's related actions menu.
  • The
    Change Medicare Part D EGWP Data
     task.