Siebel Life Sciences Guide > Administering and Managing Accounts > End-User Procedures >

Adding Plan and Formulary Information

Managed-care account managers can use the Account Plan Formulary view to enter and maintain information about plan designs and formularies at an account and the products on those formularies. They can associate P & T committee members and track formulary review dates to be well prepared for calling on their contacts within the accounts.

To add plan information to an account

  1. Navigate to the Accounts screen.
  2. From the Show drop-down list, select My Accounts.
  3. In the Accounts list, select an account.
  4. Click the Plan Formulary view tab.
  5. In the Plan Design list, add a record and complete the necessary fields.

    6. Some of the fields in the Plan Design record are described in the following table.

    Field
    Comment
    % of Total Lives
    Equal to [(Number of Lives at Plan Level) divided by (Number of Lives at Account Level)] multiplied by 100.
    No. of Lives
    Number of lives in the plan. This number cannot exceed the number of lives entered for the account.
    Note: The total number of lives must be defined in the Account form before you enter a value in this field. For more information, see Adding an Account.
    P & T Members Name
    Names of contacts who are on the Pharmacy & Therapeutics committee and their roles.
    Pharmacy Distribution
    Type of distribution, such as in-house, contracted, or mail-order.
    Utilization
    Number of plan members who are using plan benefits. This number cannot exceed the number of lives in the plan.
    Utilization %
    Equal to [(Utilization) divided by (Number of lives at Plan Level)] multiplied by 100.

To add formulary information to an account

  1. Navigate to the Plan Formulary view tab.

    2. For information on how to navigate to the Plan Formulary view, see To add plan information to an account.

  2. In the Plan Design list, select a plan.
  3. In the Formularies list, add a record and complete the necessary fields.

    4. Some of the fields in the Formularies record are described in the following table.

    Field
    Comment
    Type
    May be Open, Closed, or Limited.
    Market
    A required field. The option selected in this field determines which products are available in the Products list.

  4. In the Products list, add a record and complete the necessary fields.

    5. By adding a product to the Product list you indicate it is on formulary and can track its status.

    NOTE:  You cannot edit the Competitor field. A check mark appears in this field if the product you selected for the Name field is a competitor's product. For more information, see Specifying a Competitor.

Repeat Step 3 and Step 4 until you have added a record for every product on the formulary.


 Siebel Life Sciences Guide 
 Published: 18 April 2003