Viewing COBRA Financial History

Information pertaining to the qualified beneficiaries associated with a specific employee can be obtained via the COBRA Management (COBRA) activity folder by selecting COBRA Financial History from the secondary navigation panel. For more detailed information pertaining to an employee’s COBRA payment history, select COBRA Financial History Detail.

To access an employee’s COBRA Financial History from the COBRA Management (COBRA) activity folder, perform the following steps:

1. Select the appropriate employee from the grid that appears on the main page of the COBRA Management (COBRA) activity folder.

2. Select COBRA Financial History from the secondary navigation panel. Result: The page is updated and displays a grid listing qualified beneficiaries associated with the specified employee.

3. From the grid, select the beneficiary whose details you wish to view.  Result: The details pertaining to the specified beneficiary are displayed. 

4. When you have finished viewing the COBRA Financial History, select Close from the secondary navigation panel to return to the COBRA Management (COBRA) activity folder.

Note:  For more detailed information pertaining to the employee’s COBRA Financial History, select COBRA Financial History Detail from the secondary navigation panel (follow instructions below).

Access COBRA Financial History Detail

To access details pertaining to an employee’s COBRA payment history via the Financial History from the COBRA Management (COBRA) activity folder, perform the following steps:

1. Select the appropriate employee from the grid that appears on the main page of the COBRA Management (COBRA) activity folder.

2. Select COBRA Financial History Detail from the secondary navigation panel. Result: The page is updated and displays a grid listing COBRA payments.

3. From the grid, select the line pertaining to the payment that you wish to view.  Result: Details pertaining to the specified line are displayed in Transaction Details and Comments sections.

4. When you have finished viewing COBRA Financial History Details, select Close from the secondary navigation panel to return to the COBRA Management (COBRA) activity folder.