Customer 360° Information - Account
The following table provides information about the Account tab:
If you are viewing the 360° information of... | Then... |
---|---|
A parent customer who is associated with the self-funded or fully-insured group policy | The Account tab displays the following:
|
A bill group who is associated with the fully-insured group or self-funded policy | The Account tab displays the basic
details, characteristics, automatic payment options, financial and
collections summary, and unpaid bills of the bill group’s account. Note: If the bill group has multiple accounts, the system, by default,
picks and displays the details of any one of its account.
|
A person whose person type is neither Parent Customer nor Bill Group | The Account tab displays the basic
details, characteristics, automatic payment options, administrative
contracts, financial and collections summary, billing and adjustment
summary, and unpaid bills of the person’s account. Note: If the person
has multiple accounts, the system, by default, picks and displays
the details of any one of its account.
|
It contains the following zones:
-
Note: The Account List zone appears when you are viewing the 360° information of a person whose person type is set to Parent Customer.
-
Note: The Administrative Contracts zone appears when you are viewing the 360° information of a person whose person type is neither Parent Customer nor Bill Group.
-
Billing and Adjustment Summary
Note: The Billing and Adjustment Summary zone appears when you are viewing the 360° information of a person whose person type is neither Parent Customer nor Bill Group.
Related Topics
For more information on... | See... |
---|---|
How to view the 360° information of an account | Viewing the 360° Information of an Account |
How to setup the C1-ASOBLLNG feature configuration | Setting the C1-ASOBLLNG Feature Configuration |
Parent Topic: Customer 360° Information