Associating Contact Information with Health Plans

Managed-care account managers can use the Contacts By Plan view (Accounts screen) to associate contacts (usually physicians) to health plans. This contact information can be entered in the UI as described here, but is more typically imported from external sources.

Note: Sales representatives use the Contact Affiliations view (Accounts screen) to track similar information about contacts. However, the Contact Affiliations view differs because it associates the contacts to the MCO account and not to the individual health plans.

This task is a step in Scenario for Managed Care.

To associate contacts with account plans

1. Navigate to the Accounts screen, then the Accounts List view.

2. In the Accounts list, drill down on an account.

3. Click the Contacts By Plan tab.

4. In the Plan Design list, select the plan to which you want to associate a contact.

5. In the Plan Contacts list, create a new record and complete the necessary fields.