Siebel Healthcare Guide > Members > Example of Using the Command Center for Common Member Services >

PCP Requests


The Command Center on the Members Summary view provides a convenient way to retrieve primary care provider (PCP) history and update Siebel Healthcare with any changes.

To check the PCP change history

  1. Navigate to the Members screen.
  2. In the Members list, drill down on the last name of the member.
  3. Click the Summary view tab.
  4. In the Command Center form, in the Area field drop-down list, select PCP Requests.
  5. In the Action field drop-down list, select Show History.
  6. Click Go.

    The Change PCP History dialog box appears.

To change the PCP

  1. Navigate to the Members screen.
  2. In the Members list, drill down on the last name of the member.
  3. Click the Summary view tab.
  4. In the Command Center form, in the Area field drop-down list, select PCP Requests.
  5. In the Action field drop-down list, Change PCP.
  6. Click Go.

    The application navigates to the Members Benefits view.

  7. In the Benefits list, select the policy for which to change the PCP.
  8. Click Change PCP.

    The Service Member Services > Change PCP view appears.

  9. In the Service Request Change PCP view:
    1. Pick a reason code
    2. Select a new PCP
    3. Select a new primary network
  10. (Optional) Use the Provider Locator functionality to select a new PCP:
    1. Click Provider Search button
    2. In the Provider Locator view, enter appropriate search criteria and click Go
    3. In the list of providers returned, drill into the a provider name for more details
    4. On the Provider Details view, click Select this Provider to continue with the Service Request
    5. Alternatively, click Restart Search to perform search again using a new criteria
  11. (Optional) To alert old/new provider and member on PCP change:
    1. Click Email Update
    2. Select the appropriate party to whom you wish to send an email
    3. (Optional) Make modifications to the content
    4. Click Send to send the email
  12. Click Submit to submit the service request for fulfillment.

    NOTE:  The fulfillment process can be implemented using Assignment Manager or Siebel business services.

Siebel Healthcare Guide