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

Associating Contact Information to Plans

Managed-care account managers can associate contacts to plans. This contact information may be entered either by the representative for the account or imported from external sources. The primary care representative can update information about a contact's plan affiliations and roles on the Pharmacy & Therapeutics (P & T) committees.

To associate contacts with account plans

  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 Contacts by Plan view tab.
  5. In the Plan Design list, query for the plan to which you want to associate a contact.
  6. In the Plan Contacts list, click New to add a record for a contact.

    7. Some of the fields in the Plan Contact record are described in the following table.

    Field
    Comment
    Last Name
    The last name of the contact.
    Role
    The contact's role in the plan.

To update a contact's role

  1. Navigate to the Contacts by Plan view tab.

    2. NOTE:  For information on navigating to the Contacts by Plan view, see To associate contacts with account plans.

  2. In the Plan Design list, query for the account plan with which the contact is associated.
  3. In the Plan Contacts list, click Query to find the contact by Last Name.
  4. Edit the role field for the contact.

 Siebel Life Sciences Guide 
 Published: 18 April 2003