Copying a Statement Construct Preference

Instead of creating a statement construct preference from scratch, you can create a new statement construct preference using an existing statement construct preference. This is possible through copying a statement construct preference. On copying a statement construct preference, the details including the attributes are copied to the new statement construct preference. You can then edit the details, if required.

Prerequisites

To copy a statement construct preference, you should have:

  • Statement construct preference (whose copy you want to create) defined in the application

  • Values defined in the STM_​ADDR_​SRC_​FLG, STM_​FORMAT_​FLG, and MAP_​ENTITY_​FLG lookup fields

  • Statement cycles and statement route types defined in the application

Procedure

To copy a statement construct preference:

  1. Search for the statement construct preference in the Field Mapping screen.
  2. In the Search Results section, click the Duplicate (The Duplicate Icon) icon in the Duplicate column corresponding to the statement construct preference whose copy you want to create.

    The Field Mapping screen appears. It contains the following sections:

    • Main - Used to specify basic details of the statement construct preference. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Preference Used to specify the statement construct preference. Yes
      Description Used to specify the description for the statement construct preference. Yes
      Detailed Description Used to specify additional information about the statement construct preference. No
      Status Used to indicate the status of the statement construct preference. The valid values are:

      • Active

      • Inactive

      		 Yes
      Preference Category Indicates the category to which the preference belongs. The valid value is:

      • Statement Construct

      		 Not applicable

    • Preference Settings - Used to set the attributes in the statement construct preference. It contains the following fields in a grid:

      Field Name Field Description Mandatory (Yes or No)
      Attribute Used to indicate the attribute which you want to set in the statement construct preference. The valid values are:

      • Default Statement Address Source - Used when the address source is not specified while creating a statement construct through a health care inbound message.

      • Default Statement Status - Used when the status is not specified while creating a statement construct through a health care inbound message.

      • Default Statement Cycle - Used when the statement cycle is not specified while creating a statement construct through a health care inbound message.

      • Default Statement Format - Used when the statement format is not specified while creating a statement construct through a health care inbound message.

      • Default Statement Route Type - Used when the statement route type is not specified while creating a statement construct through a health care inbound message.

      • Default Statement Number of Copies - Used when the number of statement copies is not specified while creating a statement construct through a health care inbound message.

      • Default Statement Print Order - Used when the print order is not specified for an account or contract while creating or updating a statement construct through a health care inbound message.

      		 Yes (Conditional)
      Note: This field is required while setting an attribute in the statement construct preference.
      Value Used to specify the attribute value. The attribute value that you can specify varies depending on the attribute you want to set in the statement construct preference:
      If the attribute is set to... Then, this field is...
      Default Statement Address Source Used to indicate the source whose address should be used for sending the statements to the person. The valid value is:

      • Person

      Note: The list includes only those values which are defined in the STM_​ADDR_​SRC_​FLG lookup field.
      Default Statement Status Used to indicate the status of the statement construct. The valid values are:

      • Active

      • Inactive
      Default Statement Cycle Used to indicate when statements should be generated for the statement construct.
      Note: The list includes only those statement cycles which are already defined in the system.
      Default Statement Format Used to indicate the format in which the statements should be printed. The valid values are:

      • Detail

      • Summary

      Note: The list includes only those values which are defined in the STM_​FORMAT_​FLG lookup field.
      Default Statement Route Type Used to indicate how to route the statements to the person.
      Note: The list includes only those statement route types which are already defined in the system.
      Default Statement Number of Copies Used to indicate how many copies of the statement should be sent to the person.
      Note: You must specify a positive integer for this attribute.
      Default Statement Print Order Used to indicate the order in which the financial transactions associated with the account or contract should appear on the printed statement.
      Note: You must specify a positive integer for this attribute.
      		Yes (Conditional)
      Note: This field is required while setting an attribute in the statement construct preference.
      Entity Type Used to indicate the type of entity for which the attribute is applicable. The valid values are:

      • Account

      • Billable Charge

      Note: At present, this data is stored for informational purposes only and is not considered in the business logic. If required, you can add more entity types to the MAP_​ENTITY_​FLG lookup field.
      		 No
      Note: While defining a statement construct preference, you must set at least one attribute in the statement construct preference.
    Tip: Alternatively, you can copy a statement construct preference by clicking the Duplicate button in the Field Mapping zone.
  3. Enter the required details in the Main section.
  4. Define, edit, or remove the attribute from the statement construct preference, if required.
  5. Click Save.
    The new statement construct preference is defined.

Related Topics

For more information on... See...
How to search for a statement construct preference Searching for a Statement Construct Preference
Field Mapping zone Field Mapping