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

  1. Navigate to the Group Policies screen.
  2. In the Policies/Quotes list, select a policy.
  3. Click the Bill To view tab.
  4. In the Pay Plans list, add a record and complete the necessary fields.
  5. Scroll down to the Bill To Address form.
  6. In the Last Name field, click the select button.
  7. In the Pick Contact dialog box, select a name and click OK.

 Siebel eHealthcare Guide 
 Published: 04 June 2003