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Associating Contacts and Accounts with Managed-Care Business Plans

When creating a business plan for managed care, the account manager gathers information about accounts and contacts that are associated with the business plan.

Views in the business plan view that are useful for recording related accounts and contacts are as follows:

• Account Coverage view: Use this view to list accounts associated with the business plan. For example, if the business plan is for a national account, add the names of the regional accounts associated with the national account.
• Organizational Analysis view: Use this view to list key contacts for the business plan and to indicate the relationships between the key contacts.
• Key Contacts view: Use this view instead of the Organizational Analysis view if you do not want to indicate the relationships between the contacts.

To associate accounts and contacts with business plan for a managed-care accounts

1. Navigate to the Business Plans screen > Business Plan List view.
2. Drill down on a business plan record.
3. Click the Account Coverage view tab and in the list, create new records and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Team	This field indicates which employees in your company are responsible for the account.
   Coverage Level	For example, if the business plan is for a national account, the regional and local accounts associated with the national are listed. Use this field to indicate which account is regional or local.

4. Click the Organizational Analysis view tab.
5. Use the Organizational Analysis view to enter your list of contacts and to indicate relationships between them.

   For general information about the organization analysis, see the Applications Administration Guide.