Viewing a Claim Pricing Rule of a Parent Customer

Procedure

To view a claim pricing rule of a parent customer:

  1. Search for a parent customer whose pricing details you want to view in the Customer 360° View screen.
  2. In the Search Results section, click the View (The View Icon) icon corresponding to the account, person, or policy whose pricing details you want to view.
    The Person tab appears in the Customer 360° Information screen
  3. Click the Pricing tab.
    The Pricing tab appears.
  4. In the Parent Customer Pricing Rules zone, click the link in the Pricing Rule Information column corresponding to the claim pricing rule type whose claim pricing rule parent customer details you want to view.
    The Claim screen appears. It contains the following zone:

    • Claim - Displays the pricing rule claim details for a parent customer. It contains the following sections:

      • Main - Displays the basic details of the claim pricing rule.

      • Claim Handling Fees - Displays the claim handling fees defined for the lines items in the claim pricing rule.

      • Markup or Markdown Values - Displays the markup or markdown values for the lines items in the claim pricing rule.

      • Line Items - Displays the associated line items eligible for billing in the claim pricing rule.

      • Characteristics - Displays the characteristics defined for the claim pricing rule.

  5. View the basic details of claim pricing rule in the Main section.
  6. View the claim handling fees defined for the line items in the Claim Handling Fees section.
  7. View the markup or markdown values for the lines items in the Markup or Markdown Values section.
  8. View the associated line items eligible for billing in the Line Items section.
  9. View the characteristics of the claim pricing rule in the Characteristics section.

Related Topics

For more information on... See...
Customer 360° Information - Pricing tab Customer 360° Information - Pricing Information
Parent Customer Pricing Rules zone Parent Customer Pricing Rules
Pricing Rule screen Pricing Rule (Used for Viewing)
Claim zone Claim