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What Is Customer Management?

A customer is the first code, or rule, that must be set up before ND MMIS can process claims. It is the highest level of authority in ND MMIS. Almost everything in ND MMIS is connected to a customer. Customer management is simply the maintenance of customer information.

A customer is the client with a contract to use ND MMIS and the North Dakota MMIS Web Portal. Customer information contains demographic and administrative fee details that are usually based on the customer's contract agreements. Customer information can be used to indicate special processing requirements that generally apply across all the lines of business associated with that customer. In some implementations, the type of customer might be used to determine what fields are displayed on pages.

Customer Examples

The State of North Dakota is a customer. A business unit or department within a state would not be a customer.

Maintaining Customers

Normally, you add a customer using the Customer Management function of Rules Management when you first set up ND MMIS. Occasionally, you may need to change some of this information.

A customer can be associated with multiple lines of business.

Every benefit plan must be connected to a line of business when the plan is added. This line of business will have already been connected to a customer.

 

Instructions

How to Search for a Customer

How to Add or Edit a Customer

How to Close a Customer

 

Field Descriptions

Customer Search Page

Customer Page

 

See Also

What Is a Line of Business?

About Rules Management

 

Version as of 5/16/14.

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