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Adding Provider Contracts


A company might have one or more contracts with each provider with whom they do business. Each contract might have different terms, payment preferences, and payment methods. End users can use the Contracts view to add contracts with providers.

End users can set up different payment arrangements and methods for each provider contract.

To add a provider contract

  1. Navigate to the Providers and then the Providers List view.
  2. In the Providers list, drill down on the desired provider.
  3. Click the Contracts view tab.
  4. In the Contracts list, add a record and complete the necessary fields.
  5. Scroll down to the Payment Preferences form.
  6. In the Payment Preferences form, from the drop-down list, select one of the following:
    • Payment Preferences - Check. To pay using a check.
    • Payment Preferences - EFT. To pay using an electronic funds transfer.
  7. In the selected Payment Preferences form, complete the necessary fields.
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