Editing an Individual Membership Preference
Prerequisites
To edit an individual membership preference, you should have:
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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:
- Search for an individual membership preference in the Field Mapping screen.
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In the Search Results section, click
the Edit () 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:
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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. -
-
- Modify the required details in the Main section.
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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.
-
Click Save.
The changes made to the individual membership are saved.
Related Topics
For more information on... | See... |
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How to search for an individual membership preference | Searching for an Individual Membership Preference |
Field Mapping zone | Field Mapping |