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Siebel eHealthcare Guide > Group Policies > End-User Procedures >
Setting Up Payment Plans
End users can set up payment plans, including details about payment methods, for group insurance policies.
To set up a payment plan for a group policy
- Navigate to the Group Policies screen.
- In the Policies/Quotes list, select a policy.
- Click the Bill To view tab.
- In the Pay Plans list, add a record and complete the necessary fields.
- Scroll down to the Bill To Address form.
- In the Last Name field, click the select button.
- In the Pick Contact dialog box, select a name and click OK.
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Siebel eHealthcare Guide Published: 04 June 2003 |