Siebel eHealthcare Guide
Introduction
How This Guide Is Organized
Additional Resources
Revision History
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Overview
Siebel eHealthcare Functionality
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Getting Started
Renaming Siebel Account Objects
Configuring Lists of Values
Configuring Summary Views
Editing a Summary View Layout
Adding Products and Product Lines
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Opportunities
Business Scenario
Sales Representative Creates New Opportunity
Opportunities Sample Tasks
Administrator Procedures
Adding an Opportunity as an Administrator
Managing Opportunities
Configuring Persistent Filters
End-User Procedures
Adding an Opportunity
Creating an Opportunity from an Application
Using Persistent Filters
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Companies
About Company Hierarchies
Business Scenarios
Sales Representative Tracks Company Information
Sales Representative Collects Census Data
Companies Sample Tasks
Administrator Procedures
Deleting Company Information
Managing Competitor Information
Competitor Information
Verifying Coverage Team Members
Managing the Custom-Defined Relationship Types LOV
Generating Company Hierarchies for Data Aggregation
End-User Procedures
Adding a Company
Viewing Company Hierarchies in Roll-up Views
Creating Assessments for a Company
Associating Applications with a Company
Associating a Service Request with a Company
Managing a Company Coverage Team
Viewing a Company Summary
Viewing a Company Relationship Hierarchy
Adding Census Information
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Contacts
Business Scenario
Sales Representative Adds a New Contact
Contacts Sample Tasks
End-User Procedures
End-User Procedures
Managing Contact Information
Creating a Customer Value Assessment
Viewing a Contact Summary
Viewing a Contact Relationship Hierarchy
Creating and Using a Book of Clients
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Households
Business Scenario
Households Sample Tasks
End-User Procedures
Adding a Household
Adding a Contact to a Household
Viewing a Household Summary
Viewing a Household Relationship Hierarchy
Viewing and Evaluating Household Portfolios
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Call Reports
Business Scenario
Call Reports Sample Tasks
Administrator Procedures
Viewing Call Report Charts
Activating the Auto Call Report Workflow
End-User Procedures
Managing Call Reports
Creating a Distribution List
Associating Action Items, Notes, and Attachments
Setting the Privacy Flag
Emailing and Printing a Call Report
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Facilities
Business Scenario
Facilities Sample Tasks
Administrator Procedures
Adding Facilities to the Facility Locator
End-User Procedures
Adding Facilities
Associating Providers, Facilities, and Contacts with a Facility
Adding Facility Contracts
Adding Facility Payments
Adding Facility Claims
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Individual Health Policies
Business Scenario
Individual Health Policies Sample Tasks
Administrator Procedures
End-User Procedures
Administrator Procedures
Adding Products and Product Lines
Adding Rate Bands
End-User Procedures
Providing Quotes
Accepting Applications
Adding Service Requests
Setting Up Pay Plans
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Group Policies
Business Scenario
Group Policies Sample Tasks
Administrator Procedures
End-User Procedures
Administrator Procedures
Adding Products and Product Lines
Adding Rate Bands
Defining Activity Plan Templates
End-User Procedures
Adding Policy Records
Adding Census Information in the Group Policies Screen
Adding Employee Classes
Designing Plans for Group Policies
Reconfiguring Customizable Products in Plan Design
Generating Proposals
Managing Underwriting Information
Adding Eligible Members
Enrolling Members
Adding Beneficiaries
Setting Up Payment Plans
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Members
Business Scenario
Members Sample Tasks
Administrator Procedures
Adding Health Programs
End-User Procedures
Enrolling Members in Health Programs
Changing a PCP or a Primary Network or IPA for Members
Adding a Member's Additional Benefits Coverage
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Partners and Agents
Business Scenario
Employee Adds a New Agency
Company Signs New Agent
Partners Sample Tasks
End-User Procedures
Adding New Partners
Adding an Agent
Adding Information Associated with a Agent
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Referrals and Authorization
Business Scenario
Referrals and Authorization Sample Tasks
Administrator Procedures
End-User Procedures
Administrator Procedures
End-User Procedures
Managing Referrals or Authorizations
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Providers
Business Scenario
Providers Sample Tasks
End-User Procedures
Adding Providers
Adding Addresses for the Provider Locator
Associating Facilities with Providers
Associating Specialties with Providers
Adding Profile Information
Adding Provider Contracts
Viewing Provider Payments and Adding Payments Manually
Adding Provider Claims
Viewing and Printing a Provider Report
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Billing Accounts
Business Scenario
Billing Accounts Sample Tasks
End-User Procedures
End-User Procedures
Creating a Billing Account Record
Associating Billing Accounts with Other Records
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Integration
Siebel eHealthcare Integration Messages
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Siebel eHealthcare Reports
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