Creating a Disaggregation Request for a Price item

Prerequisites

To create a disaggregation request for a price item, you should have:

  • Price item (for which you want to create the disaggregation request) defined in the application

  • Price item associated with the division to which the user belongs

  • Person or accounts defined in the application (in case you want to search for a price item associated to a person or an account)

  • Price item associated with the price list (in case you want to search a price item based on an assigned price list)

Procedure

To create a disaggregation request for a price item:

  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 Price Item option from the Disaggregation Request Type list.
  5. Click OK.

    The Add Disaggregation Request For Price Item screen appears. It contains the following two sections:

    • Search Criteria - Used to search for a price item assigned to an account for whose billable charges 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:

      • Price Item

      		 Not applicable
      Division Used to search price items which belong to a particular division.
      Note: You can view only those divisions to which you have access in the Division list.
      		 Yes
      Account ID Used to search price items which are assigned to a particular account.
      Note: The Search (The Search Icon) icon appears corresponding to the Account ID field. On clicking the Search icon, the Account Search window appears where you can search for the account.
      		 Yes (Conditional)
      Note: This field is required when you specify the price item in the Price Item field as a search criteria.
      Person ID Used to search price items which are assigned to a particular person.
      Note: The Search (The Search Icon) icon appears corresponding to the Person ID field. On clicking the Search icon, the Person Search window appears where you can search for the person.
      		 Yes (Conditional)
      Note: This field is required when you specify the price item in the Price Item field as a search criteria.
      Account Identifier Type Used to search price items assigned to accounts which are created using a particular identifier type. Yes (Conditional)
      Note: If you specify the account identifier as a search criteria, you have to select the account identifier type.
      Account Identifier Used to specify the value of the account identifier type. Yes (Conditional)
      Note: If you select the account identifier type as a search criteria, you have to specify the account identifier.
      Person Identifier Type Used to search price items assigned to persons which are created using a particular identifier type. Yes (Conditional)
      Note: If you specify the person identifier as a search criteria, you have to select the person identifier type.
      Person Identifier Used to specify the value of the person identifier type. Yes (Conditional)
      Note: If you select the person identifier type as a search criteria, you have to specify the person identifier.
      Bill Cycle Used to search price items assigned to accounts or accounts of a person having a particular bill cycle. No
      Invoice Currency Used to search price items assigned to accounts or accounts of a person whose billable charges are defined using a particular invoice currency. No
      Price Item Used to search for a particular price item.
      Note:

      The Search (The Search Icon) icon appears corresponding to the Price Item field. On clicking the Search icon, the Price Item Search window appears where you can search for the price item.

      On specifying the price item, the details of the price item appears corresponding to the Price Item field.

      		 Yes
      Assigned Price List Used to search price items which belong to a price list assigned to accounts or accounts of a person.
      Note: The Search (The Search Icon) icon appears corresponding to the Assigned Price List field. On clicking the Search icon, the Price List Search window appears where you can search for the price list.
      		 Yes (Conditional)
      Note: If you specify the price list assignment start date or the price list assignment end date as a search criteria, you have to specify the assigned price list.
      Price List Assignment Start Date Used to search for price items based on an assigned price list which is effective from a particular date onwards. Yes (Conditional)
      Note: If you specify the price list assignment end date or the assigned price list as a search criteria, you have to specify the price list assignment start date.
      Price List Assignment End Date Used to search for price items based on an assigned price list which is effective till a particular date. Yes (Conditional)
      Note: If you specify the price list assignment start date or the assigned price list as a search criteria, you have to specify the price list assignment end date.

    • 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 you search for a price item which is assigned to an account.
      Account Identifier Displays the value of the account identifier type.
      Note: The data appears in this column when you search for a price item which is assigned to an account.
      Division Displays the division to which the price item 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 you search for a price item which is assigned to a person.
      Person Identifier Displays the value of the person identifier type.
      Note: The data appears in this column when you search for a price item which is assigned to a person.
      Person Name Displays the name of the person.
      Assigned Price List Displays the assigned price list of the account or the account of a person to which the price item is associated.
      Note: The data appears in this column when you search for a price item based on an assigned price list.
      Price List Assignment Start Date Displays the date from when the price list is assigned to the account or the account of a person.
      Note: The data appears in this column when you search for a price item based on an assigned price list.
      Price List Assignment End Date Displays the date till when the price list is assigned to the account or the account of a person.
      Note: The data appears in this column when you search for a price item based on an assigned 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 or accounts of the person to which the price item is assigned.
      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 one or more price items

    1. In the Search Results section, select the check box corresponding to the person or account for which 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 selected price item.
    Create disaggregation request for all price items 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 price items.

Related Topics

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