How to turn off (and on) medical history questions for Employees in FormFire

There may be times when a Client doesn't need to undergo medically underwritten quoting. 

Select any of the links below to learn:

• How to disable the collection of medical history information for Employees
• What happens to an Employee's previously entered medical information?
• How does FormFire designate forms that exclude Medical Information?
• How to re-enable the Employee medical questions

How to disable the Employee medical questions

First, open the orange context menu on your Client Dashboard and select Client Details.

On Client Details, scroll down until you see Workflow Options. To turn off this option, uncheck Require Employee Medical History. This disables this section for all Employees in listed under this Client. Remember to save your changes.

When the Employees log into their accounts, they will see only 2 items under the Health Questions section. Employees are still required to answer questions regarding Tobacco and Disabilities.

What happens to an Employee's previously entered medical information?

The medical information will remain in the user's account, but won't be displayed or mapped to any Carrier form. The information could be used for quoting self-funded insurance.

How does FormFire designate forms that exclude Medical Information?

Forms that map without medical conditions are indicated with a tilde (~) in the form name (e.g., ~CarrierName 2-50 OH).

How to re-enable the Employee medical questions

First, open the orange context menu on your Client Dashboard and select Client Details.

On the Client Details page, scroll down until you see Workflow Options. A pop-up screen appears once you check the Require Employee Medical History box. 

This re-enables this section for all Employees listed under your Client. Make sure to select Save on the top right-hand side of the screen to save this change for the Client.