Adding Service Requests to Individual Health Policies
End users can add service requests for individual health policies. Examples of service requests are a change of primary care provider, a request for literature, or a question about an insurance claim.
To add a service request
Navigate to the Individual Health Policies screen.
In the Individual Health Policies list, select a policy.
Click the Service Requests view tab.
In the Service Requests list, add a record and complete the necessary fields.