Siebel Healthcare Guide > Referrals and Authorization >
Administrator Procedures for Referrals and Authorizations
The following administrator procedures are described in this section:
Activity Plan Templates allow you to create and manage activities related to referrals and authorizations. You define templates using the Administration - Data screen's Activity Templates and Activity Template Details views. To create an activity plan template
- Navigate to Site Map > Administration - Data > Activity Templates.
- In the Activity Templates list, add a record.
- In the Name field, type a name for the template.
- In the Type field, choose FINS Referrals Authorizations.
- Complete the remaining necessary fields.
For more information on creating activity templates, see Siebel Applications Administration Guide. To create activities for the template
- Navigate to Site Map > Administration - Data > Activity Templates.
- In the Activity Plan Templates list, select a template.
- Click the Activity Template Details view tab.
- In the Activity Template Details list, add a record.
- Complete the necessary fields for each activity assigned to the template.
NOTE: Repeat Step 2 through Step 5 to add additional activities to the template.
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