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Create a New Policy

  • Updated

Button

Purpose

The Create a New Policy button redirects users to the Policy Setup screen so they can enter new policy information.

Location

The Create a New Policy button appears in three screens of the Provider Administrator portal:

  • Policies: When the advanced setting enable-new-policy-search is set to True.
  • Legacy Search: When the advanced setting enable-new-policy-search is set to True.
  • Daily Cash Receipt under the Payments tab. The Payments tab and the Daily Cash Receipt screen appear regardless of advanced settings.

If the advanced setting enable-new-policy-search is set to False, the Legacy Search screen will load as the default Policies screen. The images below show the locations of the Create a New Policy button.

Note: Figures 1, 2, and 3 illustrate a particular User Interface configuration where the main menu and Policies submenu appear in the top right corner of the screen. The main menu and submenus may also appear as sidebars on the left side of the screen.


Figure 1: The Create a New Policy button on the update Policies screen.

 
Figure 2: The Create a New Policy button on the Legacy Search screen.


Figure 3: The Create a New Policy button on the Daily Cash Receipt screen.  

Field default

By default, Create a New Policy displays as a button.

Change the default

When you select the Create a New Policy button, you're automatically redirected to the Policy Setup screen.

Usage considerations

The Create a New Policy button can't be customized and only appears in the Provider Administrator portal. You must set the Policies advanced setting use-wizard to True for the Create a New Policy button to appear.

Additional topics of interest

 

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