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| Official support for Client Data System ended on December 31, 2011. The support information below remains available as a courtesy to CDS users. |
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Group Benefits Module
The following tutorial covers the basic functionality of the Group Benefits Module (GBM) including: |
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- Viewing employee data on the Group Census tab.
- Reviewing all policies and plans linked to a business record in CDS.
- Viewing specific plan benefit information including different tiers of coverage within plans.
- Crystal reports unique to the Group Benefits module.
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Group Benefits Module User Guide
The user guide for the GBM demonstrates the proper procedure for adding group policies in CDS. The GBM user guide also details how different plans within a policy can be created. The GBM user guide also has a useful index defining all of the unique tabs and fields in the Group Benefits Module |
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