If your company offers private medical insurance plans as a benefit to employees, you can set these up and apply them to the employees so that the benefit appears on their P11D.

If you use Benefit in Kind (BiK) payments for your medical plans, you would set them up and apply them to the employees as per this article as well.

You would typically set up different plan types for the different levels of cover and associated cost that employees could have, for example, there may be single person or family options, or different levels of cover (bronze, silver, gold).

To set up Medical Plans

1. Click Payroll, double-click P11D Module, double-click General File Maintenance, then click Medical Plans.
2. To create a new medical plan, click Add 
3. Enter a Medical Plan Code. This must not have already been used, and can be a maximum of 8 characters.
4. Enter the Supplier name (maximum 20 characters).
5. Enter the Type of Cover (maximum 45 characters).
6. Enter the Date that the plan starts.
7. Enter the Value of the plan.
8. If all employees in the plan are required to make a particular Contribution, enter the amount, otherwise leave this as zero.
9. Click 

To change renewal date and cost

If the cost of the plan changes, for example, if there is an annual increase, you can set this up on the Ren. Date tab. The software will pro-rata the benefit for changes during the tax year.

1. Click Payroll, double-click P11D Module, double-click General File Maintenance, then click Medical Plans.
2. Highlight the plan that you want to edit, then click the Ren. Date tab.
3. Any previous renewal dates are listed. Click Add  to add a new one.
4. Enter the Renewal Date.
5. Enter the new Value.
6. Enter any standard Contribution that the employees make, or leave this as zero.
7. Click 
8. Click Exit 

To add a Medical Plan to an employee

You can add Medical Plans to employees using the Data Loader, profile 71 - P11D Medical Import. Alternatively, you can add them to individual employees by following the steps below.

1. Click Payroll, double-click P11D Module, click Employee Benefit Details, then click the Med. Plans tab.
2. Use the Lookup  to select the Employee and the Tax Year.
3. Click Add 
4. Use the Lookup  to select the Medical Code.
5. The Start Date and End Date will default to the start and end of the tax year - amend these if necessary.
6. Enter any Personal Contribution the employee is making - this should be the annual figure.
7. If you wish, you can enter the employee's Membership Number.
   There are options for Plan Value and Cash Amount near the top of the screen. By default, Plan Value will be selected which uses the Value amount you have set up for the plan. If you want this employee to have a different value to other employees with this medical plan, you can select Cash Amount, and enter this employee's plans Yearly Value in the box which appears toward the bottom right.
8. Click Save 
9. Click Exit