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Setting Up Formulary Search

The Pharmacy Services applet has a Formulary Search hyperlink that users with the role of Healthcare Member can click to find out whether a particular drug is listed in the formulary of their health insurance plan. If it is listed, the customer's insurance will cover 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 is given the choice of downloading or opening the document. Once it is opened, the customer can search the document for the drug they are interested in.

To set up formulary search

  1. In your Siebel Financial Services employee application, navigate to the Document Administration screen.
  2. From the Show drop-down list, select Literature.
  3. Add a record and complete the necessary fields, making sure that you select Formulary Literature for the Type field.
  4. Save the record.

For more information about working with literature, see Applications Administration Guide.


 Siebel eService Administration Guide Addendum for Industry Applications, Version 7.5, Rev. A 
 Published: 18 April 2003