Copy a Contract Profile - Advanced

When you want to add a contract profile based on an existing one, you can make a copy of the existing profile. Authorized users can copy a profile from any accessible facility or facility group to another, using the Copy Contract Profile - Advanced page.

  1. Access the Copy Contract Profile - Advanced page.
    • Select Go To > Contract Loading > Contract Profile Management. The Contract Profile Management page opens.
    • Click the Copy Contract Profile - Advanced link. The Copy Contract Profile - Advanced page opens.
  2. Select the following source information:
    • Facility/Location
    • Contract
  3. Select the following destination information:
    • Facility/Location
  4. Select the Contract Association.
    • Existing Contract keeps the contents of the original profile and lets you select an existing contract name for the new profile. You must change the effective date. This option associates the original profile’s plan ID’s with the new profile.
    • New Contract only copies the terms and conditions from the original; however, you may change the name to distinguish the between the original and the new profile. You are not required to select an effective date.

The availability of some options on the Copy Contract Profile - Advanced page depends on your Contract Association selection.

  1. Type or select the Contract Name.
  2. Optionally, type the name of the Company to be associated with the profile.
  3. Optionally, for a new contract, type the AR cutover data. If you chose to associate the profile with an Existing Contract, the AR cutover data is not available.
  4. Optionally, for a new contract, determine whether you want to turn the Modifier 50 Line Items feature on or leave it off in the Adjust Mod 50 Line Items field.
  5. Optionally, select an Effective Date and Termination Date.
  6. Select the Active Status:
    • In-Audit
    • Workbench
  7. Optionally, select Check Out After Copy.
  8. Click Copy.

The following table describes the fields on the Copy Contract Profile - Advanced page.

Field

Description

Active Status

Indicates the purpose and progress of the contract profile copy

Adjust Mod 50 Line Items

Toggles the Modifier 50 Line Items feature on and off; the default is Off

AR Cutover Claim Type

Type of date considered for the AR cutover date

AR Cutover Date

Date when FinThrive begins sending write-downs for a contract

AR Cutover Limit Date

For claims that are dated before this date, FinThrive does not generate or send new adjustments

Check Out After Copy

Option to automatically check out the new copy as soon as it is created

Company

Name of a company you associate with the copy

Contract

Name of the contract being copied

Contract Association

Type of contract with which you want to associate the profile copy.

Contract Name

Name of a new contract you associate with the copy

Destination Facility/Location

Location of the profile you are copying to

Effective Date

Effective date of the current contract rates

Source Facility/Location

Location of the profile you are copying from

Termination Date

Date when the new profile is terminated, or no longer effective

  • Contract Profile Management displays the Contract Profile Management page. For more information, refer to Manage Contract Profiles.