Editing an Individual Membership Preference

Prerequisites

To edit an individual membership preference, you should have:

  • Values defined in the FIELD_​CAT_​FLG and FIELD_​NAME_​FLG lookup fields

  • Required characteristic type defined for the health plan in the application.

Procedure

To edit an individual membership preference:

  1. Search for an individual membership preference in the Field Mapping screen.
  2. In the Search Results section, click the Edit (The Edit Icon) icon in the Edit column corresponding to the individual membership preference whose details you want to edit.

    The Field Mapping screen appears. It contains the following sections:

    • Main - Used to specify basic details of the individual membership preference. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Preference Displays the individual membership preference. Not applicable
      Description Used to specify the description for the individual membership preference. Yes
      Detailed Description Used to specify additional information about the individual membership preference. No
      Status Used to indicate the status of the individual membership preference. The valid values are:

      • Active

      • Inactive

      		 Yes
      Preference Category Indicates the category to which the preference belongs. The valid value is:

      • Individual Membership

      		 Not applicable

    • Preference Settings - Used to set the attributes in the individual membership preference. It contains the following fields in a grid:

      Field Name Field Description Mandatory (Yes or No)
      Attribute Used to indicate the attribute which you want to set in the individual membership preference. The valid values are:

      • Health Plan Characteristics - Used when you want to derive the additional information of a health plan for an individual membership.

      		 Yes (Conditional)
      Note: This field is required while setting an attribute in the individual membership preference.
      Value Used to specify the attribute value. The attribute value that you can specify varies depending on the attribute you want to set in the individual membership preference:
      If the attribute is set to... Then, this field is...
      Health Plan Characteristics Used to specify the health plan characteristics.
      Note: The list includes only those characteristics which are already defined in the system.
      		Yes (Conditional)
      Note: This field is required while setting an attribute in the individual membership preference.
      Entity Type Used to indicate the type of entity for which the attribute is applicable. The valid values are:

      • Account

      • Billable Charge

      Note: At present, this data is stored for informational purposes only and is not considered in the business logic. If required, you can add more entity types to the MAP_​ENTITY_​FLG lookup field.
      		 No
      Note: Alternatively, you can edit the details of an individual membership by clicking the Edit button in the Field Mapping zone.
  3. Modify the required details in the Main section.
  4. Define, edit, or remove the attribute from the individual membership, if required.
    Note: You must set at least one attribute in an individual membership preference.
  5. Click Save.
    The changes made to the individual membership are saved.

Related Topics

For more information on... See...
How to search for an individual membership preference Searching for an Individual Membership Preference
Field Mapping zone Field Mapping