Modifying Trip Dates

This section outlines how to modify trip dates within a member’s policy, including handling early returns and processing coverage changes, premium adjustments, or refunds. By following this guide, you can efficiently update travel details and manage policy modifications with ease.

28 seconds

Bluecross

**Follow this process to make changes to a policy that is *not yet effective*, including:** - Updating trip dates - Adding or removing travellers - Adding or removing coverages For *active (effective)* policies, follow this same process to complete an **Early Return**.

From the **top search menu**, begin by searching for the **members contract.**

Locate the member’s policy under **Contracts** and click the **Contract Number** to open and proceed.

Click **Modify** in the top-right corner of the screen.

The **Trip** stage will generate. From here, you can update the **trip dates** and **duration** as needed. You can also **add or remove travellers** within this screen. A traveller is included on the policy when a **green check mark** appears under **Valid**. Ensure this box is checked to include the traveller on the policy. This screen is also used to process an **Early Return** for an active policy.

The **Coverage** stage will generate, displaying both the **current** and **modified coverage details**. From this screen, you can **add or remove coverage** and view changes **in real time**. To proceed with collecting an additional premium or issuing a refund, click **Mark Stage as Complete**. Next, review the **Pre-Existing Conditions** section and continue with the appropriate process — either **Selling a Policy** (Individual, Annual, or Top-Up) or **Cancelling a Policy**.

Modifying Trip Dates

28 seconds

Bluecross

From the **top search menu**, begin by searching for the **members contract.**

Locate the member’s policy under **Contracts** and click the **Contract Number** to open and proceed.

Click **Modify** in the top-right corner of the screen.