Custom Edits

The Custom Edit page is used to customize medical necessity edits. To access the Custom Edits UI, go to Setup > Custom Edits. The Custom Edits interface opens in a new tab with all existing user-defined policies displaying in the grid.

Note: This feature is not available for all Knowledge Source users.

Use this procedure to create user-defined policies that will appear the weekly data file.

Procedure

  1. Click New Policy. The User Defined interface opens in a new tab.

  2. Complete the fields in the Policy Rules section, including attaching any supporting documents.

  3. In Associated Sections, click New Section to add a new section or double click a line item to edit a section. The Section Editor form opens in a window.

  4. Complete the desired fields on the form

  5. Click OK to save and close or click Close to close without saving.

  6. To save the user-defined policy, click Ok. The policy is added to the Custom Edits grid.

To delete policies from the grid, go to Checked Rows > Delete Policies.