Editing the Derivation and Pricing Parameters of a Bill Group and Sort ID Combination
Procedure
To edit the derivation and pricing parameters of a bill group and sort ID combination:
- Search for a person whose person type is set to Parent Customer in the Customer 360° View screen.
-
In the Search Results section, click
the View () icon corresponding to
the person whose details you want to view.
The Person tab appears in the Customer 360° Information screen.
-
Expand the Bill Group Derivation and Pricing
Parameters zone.
Note: The Bill Group Derivation and Pricing Parameters zone appears when you are viewing the 360° information of a person whose person type is set to Parent Customer.
-
In the Bill Group Derivation and Pricing Parameters zone, select the check box corresponding to the bill group
and sort ID combination whose details you want to edit.
Note: If you want to edit the derivation and pricing parameters of all bill group and sort ID combinations, you need to select the check box corresponding to the column header. In such case, the system considers only those records which are present on the respective page for editing.
-
Click Edit.
The Bill Group Derivation and Pricing Parameters screen appears. It contains the following field:
Field Name Field Description Parent Customer Indicates the parent customer whose bill groups' derivation and pricing parameters you want to edit. In addition, it contains the following fields in a grid:
Field Name Field Description Mandatory (Yes or No) Source System Indicates the source system from where the claim and enrollment transactions are received. Not applicable Parameter 1 Indicates the employee attribute based on which you want to derive the bill group. Not applicable Parameter 2 Indicates the employee attribute based on which you want to derive the bill group. Not applicable Parameter 3 Indicates the employee attribute based on which you want to derive the bill group. Not applicable Parameter 4 Indicates the employee attribute based on which you want to derive the bill group. Not applicable Effective Date Displays the date from when the derivation and pricing parameters are effective for the bill group and sort ID combination. Not applicable Status Used to indicate the status of the derivation and pricing parameters for the bill group and sort ID combination. The valid values are: -
Active
-
Inactive
Yes Bill Group Information Indicates the bill group for whom the derivation and pricing parameters are defined. Not applicable Sort ID Indicates the sort ID of the bill group for which the derivation and pricing parameters are defined. Not applicable -
- If required, you can inactivate the derivation and pricing parameters of a bill group and sort ID combination.
-
Click Save.
The changes made to the derivation and pricing parameters of a bill group and sort ID combination are saved.
Related Topics
For more information on... | See... |
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How to search for a person | Searching for a Person |
Customer 360° Information screen | Customer 360° Information |
Person tab | Customer 360° Information - Person |
Bill Group Derivation and Pricing Parameters zone | Bill Group Derivation and Pricing Parameters |