Copying a Billing Preference

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

Prerequisites

To copy a billing preference, you should have:

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

  • Bill cycles and bill periods defined in the application

Procedure

To copy a billing preference:

  1. Search for the billing 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 billing preference whose copy you want to create.

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

    • Main - Used to specify basic details for the billing preference. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Preference Used to specify the billing preference. Yes
      Description Used to specify the description for the billing preference. Yes
      Detailed Description Used to specify additional information about the billing preference.
      Note: You can resize the text box depending on your requirement by clicking the Resize Handle (The Resize Handle Icon) icon at the bottom right corner of the text box.
      		 No
      Status Used to indicate the status of the billing preference. The valid values are:

      • Active

      • Inactive

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

      • Billing

      		 Not applicable

    • Preference Settings - Used to set the attributes in the billing preference. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Attribute Used to indicate the attribute that you want to set in the billing preference. Yes
      Value Used to specify the attribute value.
      Note:

      The attribute value list appears only when the attribute is selected from the respective list.

      The attribute value list varies depending on the attribute that you want to set in the billing preference.

      		 Yes
      Entity Type Used to indicate the type of entity for which the attribute is applicable. The valid values are:

      • Account

      • Adjustment

      • Billable Charge

      • Membership

      • Payment

      • Policy

      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 in the MAP_​ENTITY_​FLG lookup field.
      		 No

      The following table lists and describes the attributes available while defining, editing, or copying the billing preference:

      Attribute Description Mandatory (Yes or No)
      Bill Cycle Used to specify the bill cycle. The system derives the bill cycle for an account from the billing preference when the billing preference characteristic is specified while creating or editing the account from the user interface or through a health care inbound message.
      Note: The list includes only those bill cycles which are already defined in the system.
      		 Yes (Conditional)
      Note: This data is required when you want to derive the bill cycle for an account from the billing preference.
      Bill Period Used to specify the bill period. The system derives the bill period for an account from the billing preference while creating billable charges for the account when:

      • The billing preference characteristic is defined for the account.

      • The C1-BILLPDRV algorithm is invoked from the age based, tier based, additional fee, benefit, and/or discount charge pricing rule types.

      Note: The list includes only those bill periods which are already defined in the system.
      		 Yes (Conditional)
      Note: This data is required when you want to derive the bill period for an account from the billing preference.
      Skip Months Used to specify the month for which you want to skip billing for the account. The valid values are:

      • January

      • February

      • March

      • April

      • May

      • June

      • July

      • August

      • September

      • October

      • November

      • December

      Note: You can define this attribute multiple times in the billing preference when you want to skip more than one month for billing. The skip months can be continuous or noncontinuous. However, note that, you cannot skip all 12 months in the billing preference.
      		 Yes (Conditional)
      Note: This data is required when you want to use the 9/10 Billing (Skip Months) feature for an account.
      Note: While defining a billing preference, you must set at least one attribute in the billing preference.
    Tip: Alternatively, you can click the Duplicate button in the Field Mapping zone to create a copy of the billing preference.
  3. Enter the required details in the Main section.
  4. Define, edit, or remove the attribute from the billing preference, if required.
  5. Click Save.
    The new billing preference is defined.

Related Topics

For more information on... See...
How to search for a billing preference Searching for a Billing Preference
Field Mapping zone Field Mapping
Tightly Coupled Bill Cycle and Bill Period through Billing Preference Tightly Coupled Bill Cycle and Bill Period through Billing Preference
9/10 Billing (Skip Months) 9/10 Billing (Skip Months)