Restart both applications and test the new field

In this step of adding a field to a contact subtype, you restart ClaimCenter and ContactManager to pick up all the changes made in the previous steps. Then you test the new field to ensure that both applications can use it and can communicate with each other.

Before you begin

Complete Add the BoardCertified field to the ContactManager user interface before starting this step

Procedure

  1. If necessary, stop both ClaimCenter and ContactManager, and then restart both applications.
  2. Log in to ClaimCenter as a user who can create new contacts.
    For example, log in as user ssmith with password gw.
  3. Open an existing claim.
  4. Click Parties Involved in the left Sidebar, and then on the Contacts screen choose New Contact > Vendor > Doctor to open the New Doctor screen.
  5. Verify that Board Certified is listed in the Additional Info section.
  6. Enter enough information to create a Doctor contact.

    The minimum is First name, Last name, and Tax ID. Include a Medical Specialty and click Yes for Board Certified.

  7. At the top of the edit screen in the Roles list view table, click Add.
  8. Click the Role cell for the new entry and choose a role from the drop-down list that the new Doctor vendor will take on the claim. For example, choose Doctor.
  9. Click Update to save the new contact to the claim.
    ClaimCenter adds the new Doctor contact to the list of contacts on the Contacts screen. ClaimCenter also ensures that the Claim Party and Vendor tags are set for the contact and sends it to ContactManager.
  10. Select the new doctor vendor in the Contacts list view table.
    If you logged in as a user with permission to create contacts, below, on the Basics card, the message above the contact says:

    This contact is linked to the Address Book and is in sync

    This message means that the new contact has been saved to ContactManager, and the contact data for this contact on this claim is the same for ClaimCenter and ContactManager.

    It is possible that the contact is still being saved to ContactManager and ClaimCenter has not yet been notified. In that case, the message you see is Waiting for link message from ContactManager. Refresh screen to get updated status. You can refresh the screen by clicking another contact or screen and then clicking this contact again.

  11. Click View in Address Book to see a screen showing the data saved for this contact in ContactManager.
  12. On this screen, click Edit in ContactManager to open ContactManager and edit the contact.

    You might have to log in to ContactManager if your ClaimCenter user name is not in ContactManager. Log in as a ContactManager user who has ABContact view, edit, update, and delete permissions, such as the sample user aapplegate.

  13. Click Edit and make some changes to the contact, such as a new address. Change the setting for the Board Certified field. Click Update to save your changes.
  14. In ClaimCenter, click the Address Book tab.
  15. On the Search Address Book screen, pick Doctor from the Type drop-down list and search for the doctor you added.
  16. Click the contact found by Search and verify that the entry found by ClaimCenter in ContactManager is correct and that the data matches the changes you made in ContactManager.
  17. Click the drop-down list for the Claim tab and choose the claim you previously edited.
  18. Click Parties Involved in the left Sidebar, and then, on the Contacts screen, select the doctor you added to this claim.
    Below, on the Basics card, the message above the contact says:

    This contact is linked to the Address Book but is out of sync

    This message means that the contact data you changed in ContactManager is now different from the contact data for this contact on this claim.

  19. Click Copy from Address Book to update the contact data for this claim.
    You see the changes on the Basics card and the following message:

    This contact is linked to the Address Book and is in sync

  20. Click Edit and change the setting for the Board Certified field, and then click Update.

    Because you are logged in as a user who can edit contacts, this change is sent to ContactManager.

    The message above the contact changes to:

    This contact is linked to the Address Book but is out of sync

    This message means that the change you made to the contact has not yet registered in ContactManager. It can take a few seconds for the message sent to ContactManager to take effect.

  21. Click another contact in the Contacts list view table, and then click your original Doctor contact to refresh the Basics card.

    If the message has not changed to say that the contact is in sync, wait a few seconds, and then click another contact and then this one again.

    Eventually, you see the following message:

    This contact is linked to the Address Book and is in sync