Medical (Wellness Program)

Medical (Wellness Program)


‌Wellness Program

Benefits>>Medical>>Wellness

How does it work?

Follow the navigation below to enter, edit, delete or view a list of Wellness activities available for employees in your organization.

Within this window there are four steps to take:

  • Step 1 - Enter a Wellness Program – enter the currently available wellness program in your company (e.g. Fitness program, on-site health screen for women)

  • Step 2 - Enter a Wellness Vendor – enter the name of the external providers or facilitators of the wellness program (e.g. Gym, NGO)

  • Step 3 - Enter the Wellness Location – enter the location at which the wellness program will take place (e.g. location of the gym)

  • Wellness Transactions – enroll an employee into a wellness program

‌How can I manage my company's Wellness Program records?




Wellness Program

Here you can keep records of your company's Wellness Programs as well as list all persons involved with cost allocations.

A wellness program is used to improve or maintain overall health. Such programs include: health screens, exercise programs, nutritional guidance and tobacco-cessation program.




Benefits>>Medical>>Wellness>>Wellness Program

‌Step 1 - Enter a Wellness Program




Before we can enroll employees into a wellness program we must first enter the type of wellness programs available.




Program Code/Name: Enter a user defined Program Code and Program Name.

Save this record and repeat to enter Wellness Programs

Benefits>>Medical>>Wellness>>Wellness Vendors

‌Step 2 - Enter a Wellness Vendor




After you have entered the wellness program, let us enter the name of the wellness vendor(s) and assign a user defined code.




Vendor Code/Vendor: Enter a user defined Vendor Code and Vendor.

Save this record and repeat as needed.

Benefits>>Medical>>Wellness>>Wellness Location

‌Step 3 - Enter the Wellness Location




Now enter the Wellness Locations, that is, the site where the employee wellness program is facilitated. You may have multiple locations for a single Wellness program.




Location Code/Location: Enter a user defined Location Code and Location.

Save this record and repeat as needed.

Benefits>>Medical>>Wellness>>Wellness Transactions

‌Step 4 - Enter the Wellness Transaction‌




This window allows you to enroll an employee into a Wellness Program. Additionally, the costs for each employee will be updated each time a transaction for the employee is saved.



Company Code/Name/Badge Number/Last/First Name: Select the Company Code & Name,

Badge Number, Last Name and First Name of the employee to be enrolled in a Wellness Program.

Date Started: Date employee begins Wellness Program.

Program/Vendor/Location: Select the Program, Vendor & Location.

Comments: Enter details of what will be done while the employee is with the Vendor.

Renewal Date: Date wellness program is to be renewed.

Date Terminated: Enter the date the wellness program ends.

Costs: Enter the cost to enroll and maintain employee in wellness program.



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