Policy Details

The Policy Details zone lists the policy, plan, and membership for which the trial bill segment is created. It contains the following columns:

Column Name Column Description
Policy Information Displays the information about the policy.
Note: It has a link. On clicking the link, the Policy screen appears where you can view the details of the respective policy.
External Membership ID Indicates the membership in which the member is included.
Member's Primary Identifier Displays the concatenated string consisting of primary identifier type and primary identifier of the member which are separated by a colon (:).
Member Name Indicates the member for whom the trial bill segment is generated.
Plan Information Displays information about the policy plan.
Note: It has a link. On clicking the link, the Policy Plan screen appears where you can view the details of the respective policy plan.

By default, the Policy Details zone does not appear in the Trial Bill screen. It appears when you click the Broadcast (The Broadcast Icon) icon corresponding to the trial bill segment in the Trial Bill Segment zone.

Related Topics

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How to view the policy details of a trial bill segment Viewing the Policy Details of a Trial Bill Segment