Import Service Type Reimbursement Terms

After you add each service type to a contract profile, you must define the associated reimbursement details. Reimbursement terms determine how the expected reimbursement is calculated for each service type. You may import reimbursement terms from an existing service type or define new reimbursement terms.

For an existing service type with reimbursement terms, you must confirm that you want to override those details with the reimbursement terms you import.

Use the Import Service Type Reimbursement Terms page to define reimbursement for a new service type by importing from an existing service type.

  1. Access the Import Service Type Reimbursement Terms page.
    • Select Go To > Contract Loading > Contract Profile Management. The Contract Profile Management page opens.
    • Click a link in the Contract Name column for a Contract that is checked out to you. The Edit Contract Profile page opens.
    • Click Add Service Type (in the Profile Actions section). The Add Service Type Reimbursement page opens. For more information, refer to Add a Service Type to a Contract Profile.
    • Select the appropriate criteria, and then click Add Service Type. The Service Type Reimbursement Editor page opens.
    • Click Import Terms. The Import Service Type Reimbursement Terms page opens.
  2. In Contract Name, select the contract from which you want to import.
  3. In Service Type Name, select from the chosen contract’s service types.
  4. Select one of the service types in the list. The available service types are listed (when applicable) with their effective dates, activation date, active status and current stage and status. The list only includes service types from the same TAC section as the destination service type.

  5. Once you select a service type, the Import Terms button is available.

  6. Click Import Terms.
  7. Optionally, you can perform the following actions:
    • Click a contract profile name link to display the View/Edit Contract Profile page.
    • Click a service type name link to displays its details on the Service Type Reimbursement Editor page.

The following table describes the fields on the Import Service Type Reimbursement Terms page.

Field

Description

Contract Name

Name of the contract profile associated with the service type

Contract Profile

Name of the contract profile

Import Destination Location

Name of the import facility

Location

Name of the source facility

Section

Contract profile section in which the service type appears

Service Type

Service type code

Service Type Name

Name of the source service type

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