Best Practices

Get the most out of Code SixFour

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19 articles in this collection
Written by Zywave Support and Melanie Harris

Customized Enrollment Booklets

Steps and considerations when specific customization of your Code SixFour enrollment booklet is needed.
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Written by Zywave Support
Updated this week

When Do I Need a Census?

An outline of when a census is necessary and when it is not.
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Written by Zywave Support
Updated over a week ago

As-Is Renewals

The data management process for simple renewal scenarios with limited or no plan changes.
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Written by Zywave Support
Updated over a week ago

Life Plans Template

An example of a completed life plan details form.
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Written by Melanie Harris
Updated over a week ago

Dental Plan Template

An example of a completed dental plan details form.
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Written by Zywave Support
Updated over a week ago

Disability Plans Template

An example of a completed disability plan details form.
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Written by Melanie Harris
Updated over a week ago

Vision Plan Template

An example of a completed vision plan details form.
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Written by Melanie Harris
Updated over a week ago

Medical Plan Template

An example of a completed medical plan details form.
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Written by Zywave Support
Updated over a week ago

Claims Experience Service Calendar

A suggested methodology for providing stewardship of claims experience data for your clients.
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Written by Zywave Support
Updated over a week ago

What Data Do I Need?

A discussion on the types and quantity of different data scenarios needed for our most popular reports.
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Written by Zywave Support
Updated over a week ago

Successful Data Management

"CPER" - The key steps to quickly and efficiently getting successful results in Code SixFour.
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Written by Zywave Support
Updated over a week ago

How long will we need for implementation and training?

A guide to planning your training and onboarding schedule.
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Written by Zywave Support
Updated over a week ago

Managing Employee Navigator Data

Best practices for managing your client data imported from Employee Navigator.
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Written by Zywave Support
Updated over a week ago

Communicating with Code SixFour Support

Best practices and essential elements of your communications with our support team.
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Written by Zywave Support
Updated over a week ago

Optimal Employee Census Data

The elements of an ideal employee census data file.
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Written by Zywave Support
Updated over a week ago

Professional PowerPoint Tips

Some helpful pointers and best practices when working with PowerPoint files.
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Written by Zywave Support
Updated over a week ago

Gathering Client Data

A checklist and best practices for organizing data from your clients.
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Written by Zywave Support
Updated over a week ago

Structuring Data for a Plan Comparison Report

How to think about and structure your data scenarios.
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Written by Zywave Support
Updated over a week ago

Three Major Data Elements of Code SixFour

Organizing your data for success in Code SixFour
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Written by Zywave Support
Updated over a week ago