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Siebel eHealthcare Guide > Group Policies > Group Policies Sample Tasks >
End-User Procedures
The following list shows tasks end users typically perform when managing group insurance policy information.
- Add a policy record. For more information, see Adding Policy Records.
- Add census information and associate a census with a policy. For more information, see Adding Census Information in the Group Policies Screen and Associating a Census with a Policy.
- Add an employee class. For more information, see Adding Employee Classes.
- Create a plan design and reconfigure customization products in a plan design. For more information, see Designing Plans for Group Policies and Reconfiguring Customizable Products in Plan Design.
- Create a proposal. For more information, see Generating Proposals.
- Collect and manage underwriting information. For more information, see Managing Underwriting Information.
- Add an eligible member. For more information, see Adding Eligible Members.
- Enroll a member. For more information, see Enrolling Members.
- Add a beneficiary. For more information, see Adding Beneficiaries.
- Set up a payment plan. For more information, see Setting Up Payment Plans.
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Siebel eHealthcare Guide Published: 04 June 2003 |