Siebel eHealthcare Guide > Individual Health Policies > End-User Procedures >

Setting Up Pay Plans

End users can use the Pay Plans view tab to set up pay plans for individual health insurance policies and to add details about payment methods and due dates.

To set up a pay plan for an individual health policy

  1. Navigate to the Individual Health Policies screen.
  2. In the Individual Health Policies list, select a policy, and click the Bill To view tab.
  3. In the Pay Plan list, add a record and complete the necessary fields.
  4. Scroll down to the Bill To Address form.
  5. In the Bill To Address form, in the Last Name field, click the select button.
  6. In the Pick Contact dialog box, select a contact and click OK.

After end users complete the Bill To Address form, they can add pay plan information.

To add detailed billing information for a pay plan

  1. Click the Pay Plans view tab.
  2. In the Pay Plans list, add a record and complete the necessary fields.


 Siebel eHealthcare Guide 
 Published: 04 June 2003