Modern Health Insurance Provider workplace
As the videos are in German with German comments, you will find an explanation for each scenario above every video.
Scenario 1 - Specialized application assigns new task to employee
-
The specialized application automatically sends new cases or tasks to the employees.
-
The employee views the document. An insurant sent a letter to the Health Insurance Provider. The system recognized that the bank details are wrong. The employee now has to check these details with the insurant by sending him a letter.
-
He opens OBG and selects the specialized application: Zusatzbeitrag. OBG recognizes the insurant number within the e-mail and shows only the relevant information.
-
The employee now selects a Word template and creates the letter. The templates can be stored within the specialized application or on SharePoint® Server.
-
Microsoft® Word is opened, the address line is already filled with the right information. The employee can now fill the template with text modules according to the case.
-
Then he stores the document to the SharePoint® Server. It also can be sent to the insurant immediately.
Scenario 2 - Sending e-mail out of Microsoft® Excel
-
The employee views a big table with data in Microsoft® Excel. The table only contains numbers, the employee doesn´t know the context of this information.
-
Therefore he marks one number and opens OBG. The context is displayed within OBG and the employee can now see, which insurant belongs to the number.
-
The employee decides to send an e-mail to the insurant. He clicks on the e-mail address, the new e-mail opens up.
Scenario 3 - Insurant reports new details
-
The employee receives an e-mail from the insurant, who reports his new bank details.
-
He opens OBG and selects the specialized application: Zusatzbeitrag. OBG recognizes the insurant number within the e-mail and shows only the relevant information.
-
The employee selects the tab Bank details. OBG automatically recognizes, that the details within the e-mail are different from the data stored in the system.
-
The employee only needs to click one button and OBG transfers the new bank details into the connected system.
Scenario 4 - Insurant sends letter with comments
-
The employee receives a message from the specialized application with the task to check an insurant letter. An insurant sent a completed form with new bank details, which contains handwritten comments.
-
He opens the letter and checks the handwritten comments. The insurant wants to go abroad for vacation and asks if the costs for a hepatitis A vaccination are covered by the Health Insurance Provider.
-
He opens OBG and selects the specialized application: Präventionen. OBG recognizes the insurant number within the e-mail and shows only the relevant information.
-
Now the employee has an overview about the vaccinations the insurant already received and can answer him based on these information.


