Difference between revisions of "BenSelect:Admin:Product Library:General"
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| − | Product Library | + | =Product Library Screen= |
| + | The Product Library allows you to maintain payer products in the system; the library is a collection of all the payer products across the case. | ||
| + | Before you can set up products in the Product Library, you will need to make sure that any payers you intend to use are in the list of payers known to the system. See Setting up a Payer for more information. | ||
| + | The Product Library provides access to these tabs: | ||
| + | *General | ||
| + | *Presentations | ||
| + | *Forms | ||
| + | *Rates | ||
| + | *Questions | ||
| + | *JScript | ||
| + | *Assets | ||
| + | *States | ||
| + | *Change Control | ||
| + | |||
| + | ==General Tab== | ||
| + | The General tab allows you to set up basic information about the payer product. | ||
| + | |||
| + | ===General Tab – Elements=== | ||
| + | The following table lists the element name and provides a description. | ||
| + | |||
| + | ;Engine Type :The Engine Type determines what the base product will contain. You may add to this as necessary. | ||
| + | ;Product Name :The name that will be displayed to applicants when they enroll in coverage. | ||
| + | ;Short Name :The Short Name is displayed in certain reports when an abbreviated name is preferred over the full name. | ||
| + | ;XML Tag Name :The XML Tag Name is used to associate the product with forms and file extracts. | ||
| + | ;Required Plan XML Tag :This field works with filling out required forms. | ||
| + | ;Product Type :Specifies which “Engine Type” on which this product is based. | ||
| + | ;Payer :Specifies the Payer for this product. | ||
| + | ;License Required :Select this option to have a license required for the enrollment agent for this product. | ||
| + | ;Appointments Required :Select this option to require appointments for the enrollment agent for this product. | ||
| + | ;Global : Select this option if the product is available for all plans/cases. | ||
| + | ;Used in Plan/Case :This field displays all of the plans or cases in which the current product is active. | ||
| + | |||
| + | ===Common Buttons=== | ||
| + | ;New Configuration :Click to create a new configuration file. | ||
| + | ;New :Click to clear the fields and add a new product. | ||
| + | ;Save : Click to save any selections or updates made to the product information. | ||
| + | ;Delete :Click to delete the currently selected product. | ||
| + | ;Cancel : Click to cancel all changes. | ||
| + | ;Export :Click to export the product information to a configuration file. | ||
Revision as of 15:20, 2 October 2013
Product Library Screen
The Product Library allows you to maintain payer products in the system; the library is a collection of all the payer products across the case. Before you can set up products in the Product Library, you will need to make sure that any payers you intend to use are in the list of payers known to the system. See Setting up a Payer for more information. The Product Library provides access to these tabs:
- General
- Presentations
- Forms
- Rates
- Questions
- JScript
- Assets
- States
- Change Control
General Tab
The General tab allows you to set up basic information about the payer product.
General Tab – Elements
The following table lists the element name and provides a description.
- Engine Type
- The Engine Type determines what the base product will contain. You may add to this as necessary.
- Product Name
- The name that will be displayed to applicants when they enroll in coverage.
- Short Name
- The Short Name is displayed in certain reports when an abbreviated name is preferred over the full name.
- XML Tag Name
- The XML Tag Name is used to associate the product with forms and file extracts.
- Required Plan XML Tag
- This field works with filling out required forms.
- Product Type
- Specifies which “Engine Type” on which this product is based.
- Payer
- Specifies the Payer for this product.
- License Required
- Select this option to have a license required for the enrollment agent for this product.
- Appointments Required
- Select this option to require appointments for the enrollment agent for this product.
- Global
- Select this option if the product is available for all plans/cases.
- Used in Plan/Case
- This field displays all of the plans or cases in which the current product is active.
Common Buttons
- New Configuration
- Click to create a new configuration file.
- New
- Click to clear the fields and add a new product.
- Save
- Click to save any selections or updates made to the product information.
- Delete
- Click to delete the currently selected product.
- Cancel
- Click to cancel all changes.
- Export
- Click to export the product information to a configuration file.
