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Adding Service Requests to Individual Health Policies

End users can add service requests for individual health policies. Examples of service requests are a change of primary care provider, a request for literature, or a question about an insurance claim.

To add a service request

1. Navigate to the Individual Health Policies screen.
2. In the Individual Health Policies list, select a policy.
3. Click the Service Requests view tab.
4. In the Service Requests list, add a record and complete the necessary fields.