Adding a New Contact

Description 

Note: Group Retiree (RET) will use New Uninsured Contact app - refer to Group Retiree (RET) Line of Business Specific section. 
 
Refer to the steps below on how to add a new contact to OneForce. 

Step 1: 

If a contact cannot be found after exhausting all search efforts, create a new contact. 
From the Home Page drop down menu, select Contacts, click New. 

Step 2: 

Select correct Line of Business. 

Step 3: 

Enter information for new contact in the fields shown below. 

• Fields with red asterisk are required, as well as DOB and SSN to ensure merging of contact records. 
• PL - Rep will add all zero's or enter 1234 etc. as a work around when the last four of an SSN is not available. 
• For Account Name, use the Look up Icon to locate the Account (Client) 
• MM365 Active, If member is not associated with an Account (Client) use Individual Recrem. 
• MMxR, If retiree is not associated with an Account (Client) use Individual Referral. BC must ensure a record is 1st created in MM365R prior to creating a new OneForce record. 

Step 4: 

Click Save once complete.