The APM User Interface

ExerciseStart Exercise

In the Manager Portal you’ll manage producers, view customer and policy information, run payouts, generate reports, and much more.

• The Producers menu allows you to manage the details of every individual in the organization. All the information about each producer, including the Producer ID, tax ID number, address, Certifications, Licenses, and Insurance will be found here. You’ll also manage Holds and Manual Adjustments here.
• The Customers menu gives you access to information about customers and their policies. You can also edit records, change producers, and assign policy identification.
• The Payment Plans menu contains the schedule master and rules used to enforce compensation between the company and the broker. This is also where you can define the rate plans for Medicare Advantage.
• Configuration allows you to manage Hold Types, Producer Roles, and Configure Indirect Hierarchies
• The Processing menu contains transactions, retroactivity, and statements and vouchers. This section is also found under the Integration portal.
• The Reporting menu contains Reports Audit History, and custom reports. Here you will also be able to configure the report templates and forms.
• Correspondence contains the option to create, maintain, and generate letters and emails.
• Workflow allows you to create, search and manage tasks, and search for Notes.
• The Tools menu allows you to view messages and the application log, and activate users.

In the Integration Portal, administrators manage the ways data flows in and out of APM.

• The Inbound Data menu is where data is uploaded by means of automatic feed or manual import.
• Record Search allows you to validate and modify data, as well as search for a specific record in any file.
• Extracts Reports gives you the ability to search for and generate reports and statements.
• Processing operates the computation and payout. This component is a limited version of the Processing tab found in the Manager portal.
• Time Periods is used to add, update, and set the process periods.
• Workflow allows you to create, search and manage tasks.
• The Tools menu allows you to view messages and the application log.

The Administrator portal is intended for security and configuration of APM. This is where you can make high level changes to the system.

• On the Security page, you can manage users and group security, customize your theme, and manage Sign-on settings.
• System Activity allows you to monitor user and database activity.
• The Configuration menu controls settings for codes, fields, entities, servers, and import formats. Modifications should only be performed by an advanced user or consultant.
• Commission Settings allows you to configure periods, pay cycle, and license types.
• Entity Configuration enables you to define various attributes at the Entity level. These attributes define controls when the entity is used for specific functions in other parts of the system.
• The Dashboard Configuration menu allows the administrator to create and manage user dashboards.
• The WorkFlow menu allows for adjustments to task schemes and types.
• The Tools menu contains a SQL workbench intended for troubleshooting and debugging. This also allows for reloading and refreshing of application caches.
• The Reference menu opens the Data Dictionary.
• Finally, Logging provides a detailed account of the Application and Authentication Logs.

The Credentialing Portal contains components used to manage producer compliance such as licensing and education.

• The Certificates component contains pages for the broker License, Appointment, Contract, Insurance, and Background Checks.
• The Producers component displays information about each producer, including the Producer ID, tax ID number, address, Certifications, Licenses, and Insurance will be found here. This component is the same as the one under the Manager portal.
• The Workflow component allows you to create, manage, and search tasks.

In this lesson, you saw an overview of the APM user interface.