Help Site

How can I manage my company's Employee Assistance Program (EAP) records?

Updated on

Benefits>>Medical>>Employee Assistance

Employee Assistance

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

Employee Assistance Programs (EAPs) are employee benefit programs that assist employees cope with personal problems and/or work-related problems that may impact their job performance, health, mental & emotional well-being.

Such programs include but are not limited to mental health services, financial counselling and daycare.

You can enroll an employee into a program based on their needs and record the cost associated with each form of assistance provided to the employee.

Let us look at how we enter an EAP transaction.

How does it work?

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

Within this window there are three steps to take

Let's begin with Problem Types

Step 1 - Enter a Problem Type

Benefits>>Medical>>Employee Assistance>>Problem Types

This window allows you to define the type of problems that your employees are facing. Examples are such as Depression, Alcoholism, Bankruptcy, etc.

Problem Number/Type: Enter a user defined Problem No and Problem Type

 

Save this record and repeat as needed

Step 2 - Enter a Referral Type

Benefits>>Medical>>Employee Assistance>>Referral Types

This window allows you to enter, edit, delete and view referral types that are used as referrals for employees to participate in in employee assistance program.

Referral Reason/Description: Enter a user defined Referral Reason (code) and Description

 

Save this record and repeat as needed.

Step 3 - Enter the EAP Transactions Record

Benefits>>Medical>>Employee Assistance>>EAP Transactions

You can record all of the employees that are making use of the employee assistance programs available in the company. This record takes an account of the cost to facilitate a specific EAP transaction for the employee.

Company Name/Badge Number/Last/First Name: Select the Company Name, Badge Number, Last Name and First Name of the employee to be enrolled in the EAP.

Problem No/Type: Select the Problem Type.

Provider Id/Name: Select Provider Name.

Referral Reason: Select the Referral Reason.

First Contact Date: Date employee is to meet with Health Care Provider

Course of Action: Enter details of what will be done while the employee is with the Health Care Provider

Resolution: Select ‘Yes’ if problem is resolved, if not select ‘No’

Cost: Enter the cost to send the employee to the program.

Comments: Enter additional details if required

 

Finally, save this record and repeat to enroll more employees into EAP’s.

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Previous Article How do I enter an employee's Emergency Data?
Next Article How can I manage my company's Wellness Program records?
Still Need Help? Contact Us