Copy a Contract Profile

When you want to add a contract profile based on an existing one, you make a copy of the existing profile. The Copy Contract Profile page displays differently depending on how you associate the copied profile.

  1. Access the Copy Contract Profile page.
    • Select Go To > Contract Loading > Contract Profile Management. The Contract Profile Management page opens.
    • Right-click a link in the Contract Name column, and then select Copy.

    Note: The right click feature is only available with IE 11, and may not work as expected with Chrome or Microsoft Edge browsers.

    • The Contract Profile Check Out/Check In page opens.
  2. Select the Contract Association.

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

    • Current Contract applies the name from the original profile to the new profile; you must change the effective date. This option associates the original profile’s plan IDs with the new profile.
    • Existing Contract keeps the contents of the original profile and lets you select an existing contract name (from a drop-down list of existing contracts) 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.

    Note: Unlike the Current Contract and Existing Contract options, the New Contract Option does not associate the original profile’s plan IDs with the new profile.

  3. Type the Contract Name. Refer to Standards for naming conventions.
  4. Optionally, type the name of the Company to be associated with the profile.
  5. Optionally, for a new contract, type the AR cutover data. If you chose to associate the profile with an Existing Contract or Current Contract, the AR cutover data is not available.
  6. 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.
  7. Optionally, select an Effective Date and Termination Date.
  8. Select the Active Status.
  9. Click Create Copy.

The following table describes the fields on the Copy Contract Profile 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

Company

Name of a company you associate with the copy

Contract

Name of an existing contract you select to associate with the copy

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

Current Profile

Name of the contract profile you are copying

Effective Date

Effective date of the current contract rates

Facility/Location

Facility or group of facilities in which the contract profile is copied

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.
  • Add Contract Profile displays the Add Contract Profile page. For more information, refer to Add a Contract Profile.