Creating a Disaggregation Request for a Billable Charge

Prerequisites

To create a disaggregation request for a billable charge, you should have:

  • Billable charge (for which you want to create a disaggregation request) created for the account or accounts of the person or child persons

Procedure

To create a disaggregation request for a billable charge:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, select Transaction and Audit Event Management and then click Disaggregation Request.
    The Disaggregation Request screen appears.
  3. Click the Add button available in the upper right corner of the Disaggregation Request screen.

    The Add Disaggregation Request screen appears. It contains the following field:

    Field Name Field Description Mandatory (Yes or No)
    Disaggregation Request Type Used to indicate the entity for which you want to create a disaggregation request. The valid values are:
    • Account - Used to create a disaggregation request for an account.
      Note: In this case, the system will disaggregate all billable charges of the account.
    • Billable Charge - Used to create a disaggregation request for an account for which a particular billable charge is created.
      Note: In this case, the system will disaggregate a specific billable charge of the account.

    • Parent Accumulation Group - Used to create reseeding requests for the accounts using a parent accumulation group and by specifying the accumulation type (i.e. whether it is stop-loss or discount arrangement).

      Note: The Parent Accumulation Group option is used to create reseeding requests for accounts which belong to the healthcare domain.

    • Person - Used to create a disaggregation request for one or more accounts of a person and its child persons.

      Note: In this case, the system will disaggregate all billable charges of the account.

    • Price Assignment - Used to create a disaggregation request for an account with a particular price assignment.

      Note: In this case, the system will disaggregate only those billable charges of the account which are created using the respective price assignment.

    • Price Item - Used to create a disaggregation request for an account or for one or more accounts of a person and its child persons where a particular price item is assigned.

      Note: In this case, the system will disaggregate only those billable charges of the accounts which are created for the respective price item.
    		 Yes
  4. Select the Billable Charge option from the Disaggregation Request Type list.
  5. Click OK.

    The Add Disaggregation Request For Billable Charge screen appears. It contains the following two sections:

    • Search Criteria - Used to search for a billable charge of an account for which you want to create a disaggregation request. It contains the following fields:

      Filed Name Field Description Mandatory (Yes or No)
      Request Type Indicates the entity for which you want to create the disaggregation request. The valid value is:

      • Billable Charge

      		 Not applicable
      Billable Charge ID Used to search for a particular billable charge of an account. Yes

    • Search Results - On clicking the Search button, the search results appear based on the specified search criteria. The Search Results section contains the following columns:

      Column Name Column Description
      Account Identifier Type Indicates the account identifier type using which the account is defined in the system.
      Note: The data appears in this column when the billable charge belongs to an account.
      Account Identifier Displays the value of the account identifier type.
      Note: The data appears in this column when the billable charge belongs to an account.
      Division Displays the division to which the account belongs.
      Person Identifier Type Indicates the person identifier type using which the person is defined in the system.
      Note: The data appears in this column when the billable charge belongs to an account of a person or child person.
      Person Identifier Displays the value of the person identifier type.
      Note: The data appears in this column when the billable charge belongs to an account of a person or child person.
      Person Name Displays the name of the person to whom the account belongs.
      Assigned Price List Displays the price list assigned to the account.
      Note: The data appears in this column when the price item pricing for which the billable charge is created is assigned through a price list.
      Price List Assignment Start Date Displays the date from when the price list is assigned to the account.
      Note: The data appears in this column when the price item pricing for which the billable charge is created is assigned through a price list.
      Price List Assignment End Date Displays the date till when the price list is assigned to the account.
      Note: The data appears in this column when the price item pricing for which the billable charge is created is assigned through a price list.
      Account Information Displays the concatenated string of information about the account separated by a comma (,).
      Bill Cycle Indicates the bill cycle defined for the account.
      Note:

      Pagination is used to display limited number of records in the Search Results section. By default, 20 records are displayed in the Search Results section. You can change the number of records displayed per page from the Page Limit list, if required.

      ThePage Limit list includes only those values which are defined in the PAGE_​NUMBER lookup field.

      You can use the navigation buttons, such as First (The First Page Button), Previous (The Previous Page Button), Next (The Next Page Button), and Last (The Last Page Button) to navigate between pages. You can also select the page to which you want to navigate from the Go To list.

      ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.

  6. Do either of the following:
    If you want to...Then...
    Create disaggregation request for billable charge of one or more accounts

    1. In the Search Results section, select the check box corresponding to the account for whose billable charge you want to create a disaggregation request.

    2. Click Disaggregate.

      A message appears confirming that the disaggregation request is created successfully.

    3. Click OK.

      The disaggregation request is created for the billable charge of the selected account.
    Create disaggregation request for all billable charges that meet the search criteria

    1. Click Disaggregate All.

      The Disaggregate All Confirmation window appears confirming whether you want to create disaggregation requests for all records.

    2. Click OK.

      The disaggregation request is created for all the billable charges of all accounts.

Related Topics

For more information on... See...
Disaggregation Request screen Disaggregation Request
Search Disaggregation Request zone Search Disaggregation Request