Associating a Line Item with a Pricing Rule Type Category

Procedure

To associate a line item with a pricing rule type category:

  1. Ensure that the Line Item Usage section is expanded when you are defining, editing, or copying a line item.

    The Line Item Usage section contains the following field in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Pricing Rule Type Category Used to indicate the pricing rule type category which you want to associate with the charge (i.e. line item). The valid values are:
    • Aggregate Stop-Loss

    • Ancillary

    • Claim

    • Retention Type Claim Based

    • Specific Stop-Loss

    The following table describes the significance of each category that can be associated with the line item:

    Pricing Rule Type Category Significance
    Claim Whether the line item can be included in a claim template and thereby while defining a claim pricing rule for a parent customer and bill group.
    Specific Stop-Loss Whether the line item can be considered while calculating specific stop-loss.
    Aggregate Stop-Loss Whether the line item can be considered while calculating aggregate stop-loss.
    Retention Type Claim Based Whether the line item can be used while calculating the percentage based retention type claim based fee.
    Ancillary Whether the line item can be considered while defining pricing arrangements in an ancillary pricing rule type.
    Note: At present, the line items are not used in the pricing rule types where the pricing rule type category is set to Retention Type Enrollment Based and Flat Fees.
    Yes (Conditional)
    Note: This field is required when you are associating the line item with a pricing rule type category.
  2. Enter the required details in the Line Item Usage section.
  3. If you want to associate the line item with more than one pricing rule type category, click the Add (The Add Icon) icon and then repeat step 3.
    Note: However, if you want to remove a pricing rule type category from the line item, click the Delete (The Delete Icon) icon corresponding to the pricing rule type category.
  4. Click Save.
    The line item is associated with the pricing rule type category.

Related Topics

For more information on... See...
How to define a line item Defining a Line Item
How to edit a line item Editing a Line Item
How to copy a line item Copying a Line Item