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Setting Up Formulary Search

The Pharmacy Services applet of Siebel Insurance eService has a Formulary Search hyperlink that users with the responsibility of Healthcare Member can click to find out whether a drug is listed in the formulary of their health insurance plan. If it is listed, then the customer's insurance covers some or all of the cost of the drug. The formulary is a document that the customer can read or search.

When the customer clicks the Formulary Search link, the formulary search applet opens, listing one or more formulary documents. The customer clicks the hyperlink for the appropriate formulary and can download or open the document. After the document is open, the customer can search the document for the drug of interest. For more information about working with literature, see Siebel Applications Administration Guide.

To set up formulary search

1. In Siebel Finance, navigate to the Administration - Document screen, then the Literature view.
2. Add a record, complete the necessary fields, and make sure that you select Formulary Literature in the Literature Type field.