Agreement Overview
Agreements house the characteristics and information regarding the contract between a Carrier and the Group Customer.The Group Customer and Carrier define the agreement.
The agreement details may include plan offerings for members, coverage availability criteria and service and billing details for the Group Customer and the Carrier.
The Group Customer can have multiple agreements based on the business needs surrounding servicing, billing and plan administration.
Important | Agreements may also be structured in a parent and child relationship. Please see Parent and Child Agreements for more information. |
The agreement will have roles attached for the purpose of designating a primary point of contact, a service contact and an administrator. An agreement does not require that a plan(s) be associated to the agreement. There are agreements specific to funding, financial, data intake and performance guarantee arrangements that are exclusive of a plan. Please see Agreement Roles for more details.
Configuring Agreements
There are several steps involved in setting up agreements.
- Define all agreement types in AsCodeAgreementType and all agreement type statuses in AsCodeAgreementStatus. This can be done in the Rules Palette using the Code Names editor in Admin Explorer | Administration.
- Define all agreement roles in AsCodeAgreementRoleTypes and all role statuses in AsCodeAgreementRoleStatus. This can be done in the Rules Palette using the Code Names editor in Admin Explorer | Administration
- Configure the Agreement Definition for each type of Agreement.
- Configure the AgreementScreen business rule and define the parent/child relationship between agreements using the AgreementRelationship business rule.
- Configure the AgreementRoleScreen business rule.
- Add security to all Agreement pages through Company Pages security.