Create a Model

1. Select Go To > Contract Modeling > Advanced Contract Modeling. The Contract Modeling page opens.
2. Select the Models tab.
3. Click Create Model at the top of the tab. The Create Model page opens.

1. Type a name for the model in the Name field.
2. Use a name that allows you to easily identify a model and that conveys something about the purpose and content of the model.
3. Type the email address you want to have notified when this model is executed in the Notify E-Mail field.
   • If you leave this field blank, the system notifies the email address associated with ID of the user that created the model as each facility in the model completes its execution.
   • If you type an email address in this field, the system only sends a message to the address you typed.
   • To enter multiple email addresses, separate them with semi-colons (;).

   Note: If you request a report, separate emails are generated when the pricing portion of the model is completed and when the report is completed.

4. Click each facility you want to include in your model to move it to the Selected facilities column.
5. To remove a facility, click the facility name in the Selected facilities column.

1. Click the Patient Lists tab to add a patient list to this model. The Patient Lists tab opens.
2. Click each patient list you want to include in your model to select it.
   • Selecting one or more patient lists determines the list of accounts to be repriced by your model. This list of selected accounts is used for all scenarios in your model, unless you override the patient list selection at the scenario level. For more information about selecting patient lists at the scenario level, refer to Add Scenarios to the Model below.
   • All available patient lists display in the Available Patient Lists section. Clicking a patient lists highlights the selected patient list and adds it to the Selected Patient Lists section at the bottom of the page.
   • To remove a patient list from your model, click the patient list name in either the Available Patient Lists or Selected Patient Lists sections.
   • To sort the patient lists by a particular column, click the header for the column you want to sort by. The patient lists are sorted by the selected column in ascending order. To sort in descending order, click the column header again.
   • To filter the patient lists so that only patient lists that meet specific criteria display, click the filter icon in the header of the column you want to filter by. For more information about filtering, refer to Column Filters.
   • To clear all filters currently applied, click Clear Filters at the top of the tab.
   • To navigate to additional pages in your list of models, use the navigation bar at the bottom of the Models tab. For more information about this navigation bar, refer to Results Pages.
   • To view estimate information for a specific patient list, expand the patient list to view the patient list details and click the Facilities tab. The details section displays the number of estimated accounts for the patient list, by facility.
   • To view the criteria used to create a specific patient list, expand the patient list to view the patient list details and click the Criteria tab. The specific search criteria used to create the patient list display.
   • For more information about patient lists, refer to Patient Lists.

1. Click the Scenarios tab. The Scenarios tab opens.
2. Click Add Scenario. A new scenario section opens.

Note: Adding a scenario automatically adds the scenario to each facility in your model.

3. To name your scenario something other than the default name, click the scenario name. Type the name for your scenario in the Scenario Name field and click Apply.
4. Click Edit to define the details for your scenario for a specific facility.
5. Select the contract for your scenario from the Contract list.
6. The Profile list is updated to show all available profiles for the selected contract.
7. Select the profile for your scenario from the Profile list.

Note: For contracts with multiple profiles with different effective and/or activation dates, this field lists the profile’s active status and effective, termination, and activation dates.

8. To add an anchor date to your scenario, type the date in the Anchor Date field.
   • The anchor date adjusts the first date of service for all claims in the scenario in order to reprice against a given profile, based on the profile’s effective date. This is an optional field. If you don’t want to use an anchor date, leave this field blank.
   • An anchor date is typically used for future-dated profiles.
   • Changing the anchor date does not change any actual claim date. For example, the length of stay on the claim remains the same when you use an anchor date.
   • For more information about anchor dates, refer to Anchor Dating.
9. Use the Adj. Charge Percent options to adjust the overall billed charges for this scenario.
   • Select All Accounts and type the percentage amount by which the billed charges for all claims in this scenario are temporarily increased or decreased.
   • Select All Accounts Based on Patient Type and type the percentage amount by which the billed charges for each patient type in this scenario are temporarily increased or decreased.
   • Enter a whole number unless you want to view a fraction of a percentage. For example, type 50 to increase by 50%. Type -5 to decrease by 5%.
   • The percentage you enter in this field is the percentage by which the billed charges for all claims in the scenario are temporarily increased or decreased to adjust for prior rate changes or forecast the impact of future rate changes.

   Note: This is an optional field.

10. To select a specific, imported Charge Description Master (CDM) for your scenario, select the CDM Table Override check box. Once you select this check box, a list displays that allows you to select a specific CDM. You can also select one of the following matching options:
    • Match Revenue code and CPT code
    • Match CPT code only
    • Match Revenue code or CPT code (this is the default selection)
    • Match Revenue code only

    Note: For more information about CDM tables, refer to Manage Lookup Tables .

11. To select a specific, typically newer, DRG grouper version to use in your scenario, select the DRG Version Override check box. For example, you can use this check box to modify 2010 data using the 2011 DRG grouper. Once you select this check box, the following options are available:

DRG Version	Allows you to select the version of the DRG grouper you want to apply to all claims in your scenario, regardless of the date of service.
Ungroupable ICD Codes in DRG Override	Allows you to specify how ungroupable ICD codes are handled. Options include the following: Override to Ungroupable DRG – Assigns the DRG specified for ungroupable ICD codes (DRG 470 for Version 24 or earlier and DRG 999 for Version 25 or later) Retain Original DRG – Retains the DRG that was originally billed Exclude Accounts – Excludes accounts with ungroupable ICD codes from your model results
Use POA	Indicates if the Present on Admission (POA) indicator is used for this contract profile. Selecting Yes may cause errors for certain scenarios. Please select Both instead of Yes. Yes – Allows the grouper to read the POA indicator on all Inpatient claims. See Note below. No – Allows the grouper to ignore the POA indicator on the claim. Both – Allows the grouper to read the POA indicator on all Inpatient claims. See Note below. This option is disabled for DRG grouper versions prior to 2008.
Patient Type	Allows you to specify whether the selected DRG Grouper version should be applied to Inpatient, Outpatient, or both Inpatient and Outpatient accounts. Typically, DRGs are used with Inpatient accounts, but for those contracts that require DRG grouping of Outpatient accounts, this option provides that ability.

12. Select the scenario to be used as your baseline scenario.
    • The scenario identified as the baseline scenario is compared to each additional scenario in the model in the comparative modeling reports.
13. Define the scenario details for each facility in your scenario.
    • To add an additional scenario, click Add Scenario.
14. Review your scenarios.
    • To view the details for a specific scenario, click the scenario name.
    • To sort the scenarios by facility, click By Facility at the top of the page.
    • To sort the scenarios by scenario name, click By Scenario at the top of the page.
    • To remove a scenario, click Delete Scenario in the scenario details for the scenario you want to delete. Deleting a scenario automatically deletes it from all facilities in your model.
    • To view the details of a specific contract profile, click the contract name. The View Contract Profile page opens. For more information, refer to View a Contract Profile
    • For more information about scenarios, refer to Anchor Dating.
15. Select any patient lists you want to apply to specific scenarios.
    • Selecting one or more patient lists determines the list of accounts to be used for your scenario.
    • By default, each scenario uses the patient list(s) selected on the Patient Lists tab.
    • Making a selection on the Scenarios tab overrides the selections made on the Patient Lists tab for the selected scenario. For example, if you select patient lists A, B, and C on the Patient Lists tab and make no selections for the scenario, the scenario uses patient lists A, B, and C. However, if you select patient list D for the scenario, the scenario disregards patients lists A, B, and C and only uses patient list D.
    • For more information about selecting a patient list at the model level, refer to Add Patient Lists to the Model above.

Note: You can select patient lists for your scenario from either the By Scenario or By Facility view of the Scenarios tab. Selecting a patient list in either view automatically applies the patient list across the entire scenario and to all facilities within that scenario.

To select patients lists from the By Scenario view on the Scenarios tab:

• Select the scenario you want to add a patient list to.
• Click Select Patient List. The Select Patient Lists for Scenario window opens.
• Select each patient list you want to use for the selected scenario.
• Click Apply. The selected patient lists display in the Patient List Selection section for the scenario.

To select patients lists from the By Facility view on the Scenarios tab:

• Click Edit under the scenario you want to add a patient list to.
• Select each patient list you want to use for the selected scenario in the Available Patient Lists section.
• Click Apply. The selected patient lists displays for each facility in the scenario.

1. Click the Reports tab. The Reports tab opens.
2. Do one of the following:
   • To use one of the scenarios in the model as the reporting service type template, select the Use scenario as reporting service type template check box and select the scenario you want to use from the list.
   • To use a different profile as the reporting service type template, select the contract and profile from the Contract and Profile lists.
     • For reporting purposes, you should select a contract created at the facility group level that contains all of the service types you want to model for all facilities included in the model. For more information, refer to Reporting Service Type Templates.
     • The Profile field defaults to the profile with the latest effective and activation date for the selected contract.
3. Select the check box for each report you want this model to generate.
   • To execute a model without generating reports, leave all check boxes unselected.
   • For more information about a specific report, refer to Contract Modeling Reports.

1. To view the execution history for this model, click the Execution History tab.
   • Each Requested Date entry is expandable so you can review the execution status and results for each facility within your model.
2. For non-distributed modeling facilities, you can re-execute or cancel the execution of the model for a specific facility, rather than canceling the entire model:
   • To re-execute the model for a specific facility, click Execute in the Actions column in the expanded details section. This function is only available for the most recent version of the model.
   • To cancel the execution of the model for a specific facility, click Cancel in the Actions column in the expanded details section.

   The Execute and Cancel options in the Actions column are not available for Distributed Modeling facilities when running single-facility models.

1. Click Save to save your model.
2. Saving your model updates the status indicator for each tab.

	All required information has been entered. This tab can be saved and executed.
	Tab contains incomplete information. This tab contains enough information to be saved, but cannot be executed until the missing information is entered. If a specific scenario is incomplete, this icon also displays next to each incomplete scenario.
	Tab is missing information required to save or execute. A model must have the model name and facility selections defined before it can be saved.

3. To exit without saving your changes, click Return.
4. To create a new model that is an exact copy of the model you are currently viewing, click Copy.
   • The new model defaults to the same name as the original model with a suffix that indicates it is a copy, the name of the user that created the copy, and the date it was copied; for example, "(Copy created by John Doe on 20111017)".
   • Once the copy is created, you can edit the name, facilities, patient lists, scenarios, and reports associated with the model.
5. Click Execute to execute your model.
   • Clicking Execute automatically saves your model.
     • Your model cannot be edited while it is executing. All editing functions are disabled until the execution is complete.
     • Once the model successfully executes, you can review the reports generated by the model and create worklists based on the modeling data. For more information about worklists, refer to Create Worklist Criteria.
   • Click Cancel Execution to cancel the model execution while it is in progress.

The following table describes each of the fields on the Create Model page. The fields are sorted by section and listed in alphabetical order.

Field	Description
General
Click on a facility to be included	Allows you to select the facilities you want to include in your model. This list is limited to the facilities that you have access to. Click a facility name to move it to the list of selected facilities.
Name	Name of the model
Notify E-Mail	Email address to send notifications to when this model is executed If you leave this field blank, the system notifies the email address associated with ID of the user that created the model as each facility in the model completes its execution. If you type an email address in this field, the system only sends a message to the address you typed. To enter multiple email addresses, separate them with semi-colons (;).
Selected facilities	The list of facilities included in your model. Click a facility name to remove it from this list.
Patient Lists
Created By	User name or ID of the person that initially created the patient list
Facility Name	Name of each facility included in the patient list. This field only displays if you have expanded the estimate details for the patient list.
Name	Name of the patient list. Patient lists selected for the current model are highlighted in gray.
Total Accounts	The total number of accounts estimated to be included in the patient list, by facility. This field only displays if you have expanded the estimate details for the patient list and is only populated if you created an estimate of accounts before saving your patient list.
Scenarios
Adj. Charge Percent	Percentage by which the billed charges for all claims in the scenario are temporarily increased or decreased in order to adjust for prior rate changes or forecast the impact of future rate changes. Use whole numbers unless you want to view a fraction of a percentage. For example, type 50 to increase by 50%. Type -5 to decrease by 5%.
Anchor Date	Adjusts the first date of service for all claims in the scenario so that all claims in a scenario can reprice against a profile, based on the profile’s effective date. For more information, refer to Anchor Dating.
CDM Table Override	Allows your to select a specific, imported Charge Description Master (CDM) to use for the current scenario. Once you select this check box, the lists that allow you to select a specific CDM and matching options become active.
Contract	Name of the contract associated with the scenario
DRG Version Override	Allows you to select a specific, typically newer, DRG grouper version to apply to all claims in your scenario, regardless of the date of service. For example, you can use this check box to modify 2010 data using the 2011 DRG grouper. Once you select this check box, the following options are also available: Ungroupable ICD9 Codes in DRG Override – Allows you to specify how ungroupable ICD9 codes are handled. Use POA – Indicates if the Present On Admission (POA) grouping criteria is used to assign a DRG for this scenario. Patient Type – Allows you to specify whether the selected DRG Grouper version should be applied to Inpatient, Outpatient, or both Inpatient and Outpatient accounts. Typically, DRGs are used with Inpatient accounts, but for those contracts that require DRG grouping of Outpatient accounts, this option provides that ability.
Profile	Name of the profile associated with the scenario
Scenario Name	Name of the scenario
Reports
Available Reports	List of available reports that you can select to be generated when the model is executed. For more information about specific reports, refer to Contract Modeling Reports.
Contract	Name of the contract to use as your reporting service type template. For reporting purposes, you should select a contract created at the facility group level that contains all of the service types you want to model for all facilities included in the model. For more information, refer to Reporting Service Type Templates.
Profile	Name of the profile associated with the selected reports
Execution History
Actions	Click Execute to re-execute the model for a specific facility, rather than executing the entire model for all facilities
Completed Date	Date and time the model execution completed
Requested Date	Date and time the model execution was submitted
Result	The results of the model execution. Possible values include the following: Success – The model execution completed successfully Error – An error was encountered during the model execution
Status	Current status of the model. Possible values include the following: Queued – The system has received the request for a model execution, and the request is waiting to be processed by Advanced Contract Modeling Pending – Advanced Contract Modeling has received the execution request, and it is pending execution Running – Advanced Contract Modeling is currently executing the model Running consolidate reports - Individual models for individual facilities are complete, but consolidate reports are still running. Completed – Advanced Contract Modeling has completed the execution of the model Canceled – The model execution was canceled before it was completed
User	User name or ID of the person who executed the model