Related Articles
OBS Home Page
Payments Due All outstanding balances are listed in this section. The hyperlink in the Amount column opens the invoice details. From there, various actions can be performed such as review billing details, pay or print a bill, print a coupon, or ...
OBS Billing Page
Search Invoice Navigate to the Billing Tab Enter the desired search criteria in the correlating fields: Select Status “Paid” to search past invoices. Select Status “Due” to search current invoices. Add date range from the 1st of the desired month(s) ...
OBS Reports Page
Employee Participation Report This report will generate a current census. The filters are customizable. The 3 required fields are highlighted in yellow. From the Reports tab, click on Employee Participation Summary Enter the required field, Carrier. ...
OBS Employee Maintenance Page
Enrolling an Employee (New Hire or Open Enrollment) Enrolling an Employee with a Qualifying Life Event Adding a Dependent Terminating an Employee Removing a Dependent Search Employee Navigate to the Employee Maintenance page. Select ...
OBS Eligibility Locked
There are some instances where a group administrator will not be able to make eligibility changes in OBS. They could be either of the following: New Business Installation - group administrators are not given access to OBS until the group is fully ...