Copy a Contract Profile - Multi-Copy

1. Access the Create a Batch page.
   • Select Go To > Contract Loading > Contract Profile Management. The Contract Profile Management page opens.
   • Specify the selection criteria, and click Refresh View. The results appear.
     • The contract profile must be checked out by you before you can edit the profile.
     • For more information about searching for a contract profile, refer to Manage Contract Profiles.
     • For more information about checking out a contract profile, refer to Check Out / Check In a Contract Profile.
   • Click the link in the Contract Name column for the contract profile you want to copy. The Edit Contract Profile page opens.
   • Click Multi-Copy in the Profile Actions section. The Create a Batch page opens.
2. Select one of the following options from the Location list:
   • Existing Profile – Allows you to copy the source profile to an existing profile in another facility. Typically, this option is used to copy profile information into a placeholder profile that does not contain detailed profile information.
   • Existing Contract – Allows you to copy the source profile and to an existing contract in another facility.
   • New Contract – Allows you to create a new contract and profile in the destination facility that is an exact copy of the source contract and profile.
3. To copy the current profile to an Existing Profile:
   • Select the facility you want to copy the contract into from the Facility list. A list of all available “empty ” contract profiles displays.

   Empty contract profiles are defined as profiles that do not have service type definition table associations, terms, DRG grouper edits, or lookup tables.

   • Select the check box for each profile you want to override with the current contract profile settings. Each selected profile displays in the Selected Destinations section.
4. To copy the current profile to an Existing Contract:
   • Select the facility you want to copy the contract into from the Facility list.

   If your facility is set up with multiple facilities under a single Central Billing Office (CBO), you can also choose to copy the profile to the CBO level so it is available to all facilities in the CBO.

   • Select the contract you want to copy the profile to from the Contract Name list.
   • Type the effective date for the profile in the Effective Date field.
   • Type the termination date for the profile in the Termination Date field. This is not a required field.
   • Select the profile status:
     • In-Audit – Select this option to create the new profile in Audit mode.
     • Contract Modeling – Select this option when creating a new profile to be used with the Contract Modeling feature.
   • Click Add to Queue. The selected profile displays in the Selected Destinations section.
5. To copy the current profile to a New Contract:
   • Type the name of the new contract in the Contract Name field.
   • Type the name of the Company to be associated with the profile. This is not a required field.
   • Select the destination facility from the Facility list.

   If your facility is set up with multiple facilities under a single Central Billing Office (CBO), you can also choose to copy the profile to the CBO level so it is available to all facilities in the CBO.

   • Select the type of date to be used to determine the AR cutover date from the AR Cutover Claim Type list. Options include the following:
     • Admit Date
     • Billing/Submit Date
     • Discharge Date
   • Type the date to use as the AR cutover in the AR Cutover Date field.

   This is the date when FinThrive begins sending write-downs for a contract

   • Type the date to use as the AR cutover limit in the AR Cutover Limit Date field.

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

   • Select On or Off from the Adjust Mod 50 Line Items to indicate whether you want to the Modifier 50 Line Items feature on or off.
   • Type the effective date for the profile in the Effective Date field.
   • Type the termination date for the profile in the Termination Date field. This is not a required field.
   • Select the profile status:
     • In-Audit – Select this option to create the new profile in Audit mode.
     • Contract Modeling – Select this option when creating a new profile to be used with the Contract Modeling feature.
   • Click Add to Queue. The selected profile displays in the Selected Destinations section.
6. To remove a profile from the batch copy job, click the red “X” in the Remove column for the profile you want to remove from the job.
7. Click Start Batch Copy. The Batch Status page opens.
   • The Job Summary section displays all of the copy jobs currently in the queue for your facility and allows you to see where your job is in that queue.
   • You can highlight any job in the queue to see the destination profile details for that job in the Job Components section.
   • The Job Status Messages refreshes automatically to show you the current status of your copy jobs.
   • When your copy job is complete, an email is sent to the email address associated with your user ID to notify you of the completion of your job.
   • Links at the top of the page allow you to toggle between the Batch Status and Create a Batch pages.

The following table describes the fields on the Create a Batch page.