EnrollmentScreen_Rule
The Enrollment Screen allows you to handle the manual additions of participants and eligible individuals as enrollees for the Group Customer.
The Enrollment Screen allows you to make Product, Plan, Coverage, and Role selections. You can enroll an eligible participant into multiple products without leaving the screen. In addition, you can revisit an enrollment that is in progress / pending and make changes.
Validation is included within the screen when a user attempts to access the screen for a client who already has an active enrollment record in existence on the system, all enrollment fields and buttons become disabled.
The Enrollment Screen is override able at the Company level.
The selection of Product, Plan, and Coverage information is driven by drop down selection boxes. The selection of the product, plan and coverage information is being carried out using the appropriate qualifying record from the Plan Eligible Classes data table. Another section allows for the designation of Roles.
EnrollmentScreen Eligible Enrollment for Product/Plan/Coverage Per Class
General Pane
The General Pane displays the name and properties of the EnrollmentScreen business rule.
EnrollmentScreen General Pane
XML Source Pane
Configuration can be done in XML via the XML Source pane. Configuration for the additional screen tags must still be done through the XML Source pane.
The XML Source pane includes XML Editor functionality that enhances the configuration experience. More detailed information on configuration using the XML Source pane can be found in the XML Source Editing section of this document.
Please see the XML Configuration Guide topic in this help system for a list of all elements, attributes and values needed for configuration. View Business Rules | Screen Rules | EnrollmentScreen.
EnrollmentScreen XML Source Pane
Miscellaneous Screen Details: Security
Page Name: Enrollment
Buttons: Enroll, Activity, Save, Inquiry, Delete
Page Name: GroupCustomerRelationshipScreen (existing path to access Enrollment Screen)
Button: Enroll
Page Name: ClientSearch (existing path to access Enrollment Screen)
Button: Enroll
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