Siebel Partner Relationship Management Administration Guide > Siebel Public Sector Provider Portal > Process of Referring Benefits Cases to Service Providers >

Creating Referral Orders for Benefits

After deciding which service provider you want to use, you can place a referral order with that service provider that is based on one benefit that has been determined for the benefits case.

This task is a step in Process of Referring Benefits Cases to Service Providers.

The status of the benefits case must be Active to create a referral order. You can create only one referral order for each benefit. If necessary, you can cancel it, and then create a new referral order.

If a benefit does not have a value of Product or Service in the Type field and does not have any value in the Product field and the Service Provider field, you cannot create a referral order for the benefit, and the Create Order button is disabled.

When you create a referral order for a benefit, Siebel Public Sector:

• Populates the Order number (#) field for the benefit.
• Adds the created referral order to the Orders view in the Plans view of the Cases screen, to the Orders view of the Service Providers screen, and to the List view of the Service Orders screen.

You can click the Cancel Order button (or change the Status field for the referral order to Cancelled) to cancel the referral order and clear the Order number (#) field. Also, the Benefit and Benefit Id fields under the Service Order will be cleared when you click the Cancel Order button. Cancelling a referral order does not delete it. If you want to delete a referral order, you must delete it from an Orders view or the Service Orders screen. For more information about creating referral orders, see Siebel Order Management Guide.

To create a referral order for a benefit

1. Navigate to the Cases screen, then the Case List view.
2. Drill down on the Case Name field for the benefits case that you want.
3. Click the Plans view tab.
4. In the Benefit Plans list, select the benefit plan for which you want to create the referral order.
5. In the Benefits list, select the benefit in this plan for which you want to create the referral order.
6. In the selected benefit, complete the necessary fields, as described in the following table.

   Field	Description
   Benefit Name	The name must be entered for you to create an order.
   Product	The product provided by this benefit must be entered for you to create an order.
   Type	Select Service or Product. You must use one of these two types to create an order.
   Provider	Select the provider for this referral order. Click the Single Select button to display the Benefit Provider dialog box. If necessary, click the Query button in this dialog box to display a query form that lets you find providers with the required combination of attributes, such as Postal Code, Expertise, Language, Religions, Food, and Wheelchair Access.

7. If necessary, click Cancel Order to cancel an existing referral order before creating a new referral order.

   If there is already an open order, the Create Order button is disabled and the Cancel Order button is enabled. After you click Cancel Order, the Create Order button is enabled.

8. Click Create Order.

   NOTE:  The status of the provider must be Active at the time you click Create Order.

   The Line Items view for the referral order appears in the Service Orders screen, the Type field is populated with a value of Referral Order, and other fields in the referral order are populated with values from the benefits case. A line item is added for the product specified in the Benefits list. The contact, product and provider in the Benefit record and the contact in the Order become read only; these fields become editable if the order is cancelled.

9. If necessary, add to or change information in the referral order.

   NOTE:  Attribute values that you change in the referral order are not changed on the benefits case.