Setting Attributes to Define a Customer Registration Using the Existing Customer Registration

Prerequisites

To set an attribute for defining a customer registration using the existing customer registration, you should have:

  • Person attributes defined in the application

  • Account attributes defined in the application

  • Policy attributes defined in the application

    Note: The Policy attributes are required when you are defining a customer registration type using the C1-CustRegTypeHealthCare business object.

  • Policy Plan attributes defined in the application

    Note: The Policy Plan attributes are required when you are defining a customer registration type using the C1-CustRegTypeHealthCare business object.

Procedure

To set an attribute for defining a customer registration using the existing customer registration:

  1. Ensure that the Copy Customer Registration Details section is expanded when you are defining, editing, or copying a customer registration type.

    The Copy Customer Registration Details section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Person Names Used to indicate whether you want to copy the person details while copying a customer registration. No
    Accounts Used to indicate whether you want to copy the account details while copying a customer registration. No
    Person Identifiers Used to indicate whether you want to copy the person identifier details while copying a customer registration. No
    Account Identifiers Used to indicate whether you want to copy the account identifier details while copying a customer registration.
    Note: The check box of this field is enabled when the Accounts check box is selected in the Copy Customer Registration Details section.
    		 No
    Person Phones Used to indicate whether you want to copy the phone details of the person while copying a customer registration. No
    Account Characteristics Used to indicate whether you want to copy the characteristic details of the account while copying a customer registration.
    Note: The check box of this field is enabled when the Accounts check box is selected in the Copy Customer Registration Details section.
    		 No
    Person Characteristics Used to indicate whether you want to copy the characteristic details of the person while copying a customer registration. No
    Account Auto pay Information Used to indicate whether you want to copy the automatic payment details of the account while copying a customer registration.
    Note: The check box of this field is enabled when the Accounts check box is selected in the Copy Customer Registration Details section.
    		 No
    Person Addresses Used to indicate whether you want to copy the address details of the person while copying a customer registration. No
    Account Persons Used to indicate whether you want to copy the details of the persons related to the account while copying a customer registration.
    Note: The check box of this field is enabled when the Accounts check box is selected in the Copy Customer Registration Details section.
    		 No
    Person Hierarchy Used to indicate whether you want to copy the person hierarchy details while copying a customer registration. No
    Account Override Address Used to indicate whether you want to copy the account override address details while copying a customer registration.
    Note: The check box of this field is enabled when the Accounts check box is selected in the Copy Customer Registration Details section.
    		 No
    Bill Routing Information Used to indicate whether you want to copy the bill routing details of the account while copying a customer registration.
    Note: The check box of this field is enabled when the Accounts check box is selected in the Copy Customer Registration Details section.
    		 No
    Credit Rating History Used to indicate whether you want to copy the credit rating history details while copying a customer registration.
    Note: The check box of this field is enabled when the Accounts check box is selected in the Copy Customer Registration Details section.
    		 No
    Policies Used to indicate whether you want to copy the policy details while copying a customer registration.
    Note: This field appears only when you are defining, editing, or copying a Customer Registration Type using the C1-CustRegTypeHealthCare business object.
    		 No
    Policy Plans Used to indicate whether you want to copy the policy plan details while copying a customer registration.
    Note:

    This field appears when you are defining, editing, or copying a Customer Registration Type using the C1-CustRegTypeHealthCare business object.

    The check box of this field is enabled only when the Policies check box is selected in the Copy Customer Registration Details section.

    		 No
    Policy Characteristics Used to indicate whether you want to copy the policy characteristic details while copying a customer registration.
    Note:

    This field appears when you are defining, editing, or copying a Customer Registration Type using the C1-CustRegTypeHealthCare business object.

    The check box of this field is enabled only when the Policies check box is selected in the Copy Customer Registration Details section.

    		 No
    Policy Plan Characteristics Used to indicate whether you want to copy the policy plan characteristic details while copying a customer registration.
    Note:

    This field appears when you are defining, editing, or copying a Customer Registration Type using the C1-CustRegTypeHealthCare business object.

    The check box of this field is enabled when the Policy Plans check box is selected in the Copy Customer Registration Details section.

    		 No
  2. Select the required attributes in the Copy Customer Registration Details section.
  3. Click Save.
    The attributes are set for defining a customer registration using the existing customer registration.

Related Topics

For more information on... See...
How to define a customer registration type Defining a Customer Registration Type
How to edit a customer registration type Editing a Customer Registration Type
How to copy a customer registration type Copying a Customer Registration Type