1. All activities pertaining to the selling of insurance and its products to the consumer such as advertising and packaging. 2. Under the Health Insurance Portability and Accountability Act (HIPAA), make a communication about a product or service that encourages recipients of the communication to purchase or use the product or service. Marketing may also include an agreement between a covered entity and any other entity when the covered entity releases protected health information to the other entity in exchange for direct or indirect payment so that the other entity can market its product or service. Covered entities are not engaged in marketing when it exchanges information to persons about (a) participating providers and health plans in a network, the services offered by a provider, or the benefits covered by a medical plan; (b) the individual’s treatment; or (c) case management or care coordination for that individual, or directions or recommendations for alternative treatments, health care providers, or settings of care to that individual.
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The process of optimizing the use of the resources of an enterprise by seeking to identify and satisfy the needs of consumers, actual or potential in the best way for the enterprise.

In a managed care contract, a hospital facility and a managed care plan that agree to work exclusively with each other. Also see unmarried .

Location where providers administer pneumococcal pneumonia and influenza virus vaccination and submit these services as electronic media claims or paper claims or use the roster billing method. This generally takes place in a mass immunization setting such as a public health center, pharmacy, or mall but may include a physician’s office setting.

Sales technique employed by insurance companies to immediately reach a vast number of potentially interested individuals.

Insurance policy issued to a group insurance policyholder that lists the provisions (terms and conditions) of the group insurance plan. Also called master policy .

File for a facility’s patients that contains demographic information such as gender, date of birth, Social Security number, medical record number, address, race and ethnicity, admission and discharge dates, encounter types, and disposition (i.e., intended care setting following discharge). Optional additional elements might be emergency contacts, allergies, and problem lists. This file lists a unique identification number for each patient and is a cross-reference used to obtain a patient’s health record. Also referred to as member index .

Employee-benefit retirement plan created by a financial institution or insurer that can be adopted only by plan sponsors who use the financial institution to fund the plan.

Contributions made by an employer on behalf of an employee’s pension plan that are equal to the employee’s contributions up to a specific amount or percentage of compensation.