Identify subscriber and group tab
The identify subscriber and group tab wizard allows users to associate a company / group (or relevant company contract id) along with the subscriber / policy holder.
Field Name | Description | Mandatory |
Contract ID | User can search by contract ID or contract name or group ID or group Name. | Yes |
Insurance type | Once user has selected ‘Contract ID’, system displays a subsection to capture additional contract information
| Yes |
Member ID | Select the member ID / subscriber or the policy. User can search by member ID or member Name. Once user has selected a ‘Subscriber’, system displays a subsection to display the additional Subscriber information:
| Yes |
Previous topic Policy overview tab Next topic Subscriber policy plan details tab