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Siebel Partner Relationship Management Administration Guide Addendum for Industry Applications > Siebel Group Portal > Sharing Data with Partners >
Sharing Information About Facilities
Facilities are healthcare organizations that are paid by, or file claims with, your health plan or health insurance company. Examples of facilities are hospitals, clinics, and pharmacies. Facilities are also referred to as provider organizations.
Users at the insurance company can enter information about facilities, or providers can enter this information themselves using the Provider Portal.
For more information about entering and maintaining information about facilities, see the section about facilities in Siebel eHealthcare Guide.
After this information has been entered, you can share it with employer groups, so they can view information about the facilities that are available to them using the Facilities screen of the Group Portal:
- You can share a facility with an employee at a group company, and this employee will be able to view it in the My Facilities view of the Facilities screen of the Group Portal.
- You can also share a facility with a group company, and this company will be able to view the member in the All Facilities view of the Facilities screen of the Group Portal, but it will not be visible in the My Facilities view for any employee at the group company. Someone at the group company who has access to the All Facilities view can use the Contact Team field to assign the member to specific employees at the group company.
To share information about a facility with a group employee
- Navigate to the Facilities screen.
- In the Facilities list, select the facility you want to share with a group.
- In the More Info form, click the Show More button.
- In the More Info form, in the Contact Team field, click the select button.
- In the Coverage Team dialog box, click New.
- In the Add Employees dialog box, select the group employee you want to share the Facility with, and click OK.
- In the Coverage Team dialog box, click OK.
This facility will be visible to this group employee in the My Facilities view.
To share information about a facility with a group company
- Navigate to the Facilities screen.
- In the Facilities list, select the facility you want to share with a group.
- In the More Info form, click the Show More button.
- In the More Info form, in the Organization field, click the select button.
- In the Organizations dialog box, click New.
- In the Add Organizations dialog box, select the Organization for the group you want to share the Facility with, and click OK.
- In the Organizations dialog box, click OK.
This facility will be visible to this group organization in the All Facilities view.
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Siebel Partner Relationship Management Administration Guide Addendum for Industry Applications Published: 18 April 2003 |