About Managing Groups

Managing contact management groups is the process of defining lines of business (LOB), the hierarchy levels, and the relationships among these levels. The hierarchy levels are LOB, Reporting Unit, Business Unit, and Work Unit.

Note: The hierarchy for contact management group is not the same hierarchy defined to manage the assignment of benefit plans. That hierarchy is set up on the LOB/Benefit Plan Hierarchy page in the Benefits function.

LOBs are defined in the Rules Management function of ND MMIS. You can edit LOBs by adding the following reporting unit information on the Manage Contact Management Groups page:

• LOB - An LOB is an entity with financial responsibility for payment of insurance claims on behalf of members. For example, Medicaid is a line of business
• Reporting Unit - A reporting unit is the next highest level underneath an LOB. For example, it could be either State or Medical Services. A reporting unit can have more than one business unit.
• Business Unit - Examples of business units are Claims Processing Unit, Developmentally Disabled, and Medical Services. A business unit can have more than one work unit assigned to it.
• Work Unit - A work unit is a department or work group within the business unit.

Instructions

How to Add or Edit Groups

How to Delete a Group Level

Field Descriptions

Manage Contact Management Groups (LOB Hierarchy) Page

Manage Contact Management Groups (Reporting Unit) Page

Manage Contact Management Groups (Business Unit) Page

Manage Contact Management Groups (Work Unit) Page

See Also

What Is a Line of Business?

What Is Contact Management Maintenance?

About Contact Management

Version as of 5/16/14.