Bookshelf v7.5: Defining Payer and Plan Information

Siebel Life Sciences Guide > Using Analysis > Example Workflow for Analysis >

Defining Payer and Plan Information

You can use the Payer Administration view to define payer and plan information. This information appears in the plan and payment type-based views in the Analysis screen.

To add a payer

From the application level menu, choose View > Site Map > Application Administration > Payer.

Click the New button and complete the fields in the new record.

Some of the fields are described in the following table.

Field

Comments

Type

Required. Three types are supported: Total, Plan, and Payer.

Name

Required. Enter the name of the payer, plan, or payment type. If you selected Plan in the Type field, enter the plan name.

Account Name

If relevant, select the payer account, or add a new account for the payer in the Pick Account dialog box.

Account Site

Read-only. The location of the plan.

IMS Id

The identifier assigned to the plan by the syndicated data provider.

Field	Comments
Type	Required. Three types are supported: Total, Plan, and Payer.
Name	Required. Enter the name of the payer, plan, or payment type. If you selected Plan in the Type field, enter the plan name.
Account Name	If relevant, select the payer account, or add a new account for the payer in the Pick Account dialog box.
Account Site	Read-only. The location of the plan.
IMS Id	The identifier assigned to the plan by the syndicated data provider.

Siebel Life Sciences Guide
Published: 18 April 2003