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Siebel Partner Relationship Management Administration Guide Addendum for Industry Applications > Siebel Healthcare Provider Portal > Sharing Data with Partners >

Sharing Members with Healthcare Providers

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Members are individuals who are insured by a carrier. In some cases, members are also known as policyholders, subscribers, or insureds.

You can use the Members screen to enter information about members, or employer groups can use the Group Portal to enter information about members. After it has been entered, you can share this information with providers, so they can view the information in the Members screen of the Healthcare Provider Portal:

You can share member data with an employee at a provider company, and this employee will be able to view the member in the My Members view of the Members screen of the Healthcare Provider Portal.
You can also share member data with a provider company, and this company will be able to view the member in the All Members view of the Members screen of the Healthcare Provider Portal, but it will not be visible in the My Members view for any employee at the provider company. Someone at the provider company who has access to the All Members view can use the Contact Team field to assign the member to specific employees at the provider company.

For more information about entering and maintaining information about members, see the section about members in Siebel eHealthcare Guide.

To share information about a member with a provider employee

Navigate to the Members screen.
In the Members list, select the member you want to share with a provider.
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 provider employee you want to share the Member with, and click OK.
In the Coverage Team dialog box, click OK.

This member will be visible to this provider employee in the My Members view.

To share information about a member with a provider company

Navigate to the Members screen.
In the Members list, select the member you want to share with a provider.
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 provider you want to share the Member with, and click OK.
In the Organizations dialog box, click OK.

This member will be visible to this provider organization in the All Members view.

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