Configuration

Step 1: Login to the Cúram Administration Application.

Step 2: Open the Rules and Evidence shortcuts panel section in the Administration Workspace.

Step 3: Click on the Dynamic Evidence link. Add the required dynamic evidence tables and user interface using the Dynamic Evidence Editor (A detailed description of the use of the editor is beyond the scope of this document. Please consult the appropriate documentation for more detail). Ensure that you activate the evidence when you have completed the evidence definition and user interface specification.

Step 4: Click on the Cúram Express Rule Sets link in the shortcuts panel. Add a new rule set and use the CER Rules Editor to add the appropriate rules (A detailed description of the use of the editor is beyond the scope of this document. Please consult the appropriate documentation for more detail). Make sure that you publish the rule sets when you are finished implementing the rules in the rules editor.

Step 5: Open the Case shortcuts panel section and click on the Product Delivery Cases link. Use the New link to add a new product using the New Product wizard. Associate the evidence and rules added in the previous steps with the new product by opening the product in a new tab and navigating to the Evidence and Rules navigation bar tabs respectively. You now have defined a product delivery that can be used to deliver benefits to clients. However, at this stage the product delivery cannot be used with an outcome plan. The following steps detail how the product delivery can be delivered as a service from an outcome plan.

Step 6: Open the Provider Management section in the shortcuts panel and click on the Service Offerings link.

Step 7: Click on the New Service Offering link. Enter service offering configuration information to meet the needs of your service in the New Service Offering dialog that is opened. In order to use the product defined in the step 5, you must set the value of the Delivery Type field. This should be set to Product Delivery, Product Delivery with Invoicing or Service Delivery with Eligibility, all of which use product delivery processing. Use the Product field to open a product selection dialog where you can select the product created in step 5. Your product is now configured to be delivered as a service from an outcome plan.