Editing a Line Item

Prerequisites

To edit a line item, you should have:

  • Service quantity identifiers and billable charge line types defined in the application

Procedure

To edit a line item:

  1. Search for the Line Item extendable lookup in the Extendable Lookup Query screen.
  2. In the Search Results section, click the link in the Description column corresponding to the extendable lookup business object whose details you want to view.
    The Extendable Lookup screen appears.
  3. In the Extendable Lookup Value List zone, click the Edit (The Edit Icon) icon in the Edit column corresponding to the line item whose details you want to edit.

    The Line Item screen appears. It contains the following sections:

    • Main - Used to specify basic details about the line item.

    • Line Item Usage - Used to associate the line item with one or more pricing rule type categories.

    • Markup or Markdown Billing Information - Used to define the markup and markdown billing information for the line item.

    • Line Item Billing Information - Used to define the line item billing information for the line item.

    • Claim Handling Fees Billing Information - Used to define the claim handling fees billing information for the line item.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Line Item Indicates the charge (for example, consumer-driven amount, traditional health insurance amount, and so on) for which the line item is created. Not applicable
    Description Used to specify the description for the line item. Yes
    Override Description Used when you want to override the description of the line item. No
    Detailed Description Used to specify additional information about the line item. No
    Status Used to indicate the status of the line item. The valid values are:

    • Active

    • Inactive

    		 Yes
    Service Quantity Identifier Used to indicate the service quantity identifier (SQI) for the line item. The SQI indicates the transaction field in which the charge amount is stored. It is also used while calculating the percentage based markup or markdown for the line item. Yes
    Billable Charge Line Type Used to indicate the billable charge line type using which you want to create the calculation line for the charge (i.e. line item).
    Note:

    The Search (The Search Icon) icon appears corresponding to the Billable Charge Line Type Search field. On clicking the Search icon, the Billable Charge Line Type Search window appears.

    On specifying the billable charge line type, the description of the billable charge line type appears corresponding to the Billable Charge Line Type field.

    		 Yes
    Write Off Billable Charge Line Type Used to indicate the billable charge line type using which you want to create the write off calculation line for the charge (i.e. line item).
    Note:

    The Search (The Search Icon) icon appears corresponding to the Write Off Billable Charge Line Type field. On clicking the Search icon, the Billable Charge Line Type Search window appears.

    On specifying the billable charge line type, the description of the billable charge line type appears corresponding to the Write Off Billable Charge Line Type field.

    		 Yes (Conditional)
    Note: This field is required when the Write Off, if Not Eligible for Billing field is set to Yes.
    Write Off, if Not Eligible for Billing Used to indicate whether the system should write off the charge (i.e. line item) when it is not eligible for billing. The valid values are:

    • Yes

    • No

    		 No
    Retention Claim Based Percentage Calculation Used to indicate whether the charge (i.e. line item) should be considered while calculating the percentage based retention type claim based fee. The valid values are:

    • Yes

    • No

    		 No
    Tip: Alternatively, you can edit the details of a line item by clicking the Edit button in the Extendable Lookup Value zone.
  4. Modify the required details in the Main section.
  5. Associate or remove a pricing rule type category from the line item, if required.
  6. Modify the markup or markdown billing information for the line items, if required.
  7. Add, edit, or remove the line item billing information for the line items, if required.
  8. Add, edit, or remove the claim handling fees billing information for the line items, if required.
  9. Click Save.
    The changes made to the line item are saved.

Related Topics

For more information on... See...
How to search for the Line Item extendable lookup Searching for the Line Item Extendable Lookup
Extendable Lookup screen Extendable Lookup (Line Item)
Extendable Lookup Value List zone Extendable Lookup Value List
Extendable Lookup Value zone Extendable Lookup Value
How to associate a line item with a pricing rule type category Associating a Line Item with a Pricing Rule Type Category
How to define the markup or markdown billing information for the line item Defining the Markup or Markdown Billing Information for the Line Items
How to define the line item billing information for the line item Defining Line Item Billing Information for the Line Items
How to define the claim handling fees billing information for the line item Defining the Claim Handling Fees Billing Information for the Line Items