Set Up Benefits Case in Enrollify

Enrollify

  1. 1. Click on Filter Icon

    Click on Filter Icon

  2. 2. Click on +

    Click on +

  3. 3. Type Company Name

    Type Company Name

  4. 4. Click on image to search

    Click on image to search

  5. 5. Click on Company Name

    Click on Company Name

  6. 6. Select Plan Year

    Select Plan Year

  7. 7. Click on All Locations or Select Specific Locations

    Click on All Locations or Select Specific Locations

  8. 8. Click on Set Up Case

    Click on Set Up Case

  9. 9. Select Guru Limit

    Select Guru Limit

  10. 10. Type in Universal Password

    Type in Universal Password

  11. 11. Input Implementation Start date

    Input Implementation Start date

  12. 12. Input Implementation End date

    Input Implementation End date

  13. 13. Input Enrollment Start Date

    Input Enrollment Start Date

  14. 14. Input Enrollment End Date

    Input Enrollment End Date

  15. 15. Click on Appointment Types

    Click on Appointment Types

  16. 16. Select Appointment Type

    Select Appointment Type

  17. 17. Click on Case Type

    Click on Case Type

  18. 18. Select Appointment Duration Time

    Select Appointment Duration Time

  19. 19. Click on Save

    Click on Save

  20. 20. Click on Save

    Click on Save