Copying a Medicare Preference

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

Prerequisites

To copy a medicare preference, you should have:

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

Procedure

To copy a medicare preference:

  1. Search for the medicare 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 medicare 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 medicare preference. It contains the following fields:

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

      • Active

      • Inactive

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

      • Medicare

      		 Not applicable

    • Preference Settings - Used to set the attributes in the medicare 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 medicare preference. The valid values are:

      • Late Enrollment Penalty - Used when you want to indicate the benefit sub type for Medicare Part D LEP in the medicare preference.

      • Low Income Subsidy - Used when you want to indicate the benefit sub type for Medicare Part D LIS in the medicare preference.

      • Medicare Prescription Drug Coverage - Used when you want to indicate the benefit sub type for Medicare Part D in the medicare preference.

      Note:
      The attribute list appears only when the preference category is selected from the respective list.
      		 Yes
      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 medicare preference. The valid values are:

      • Late Enrollment Penalty - The Value field is used to specify the benefit sub type that you want to use while creating charges for Medicare Part D LEP.

      • Low Income Subsidy - The Value field is used to specify the benefit sub type that you want to use while creating charges for Medicare Part D LIS.

      • Medicare Prescription Drug Coverage - The Value field the benefit sub type that you want to use while creating charges for Medicare Part D.

      Note:
      The attribute value list appears only when the attribute is selected from the respective list.
      		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 to the MAP_​ENTITY_​FLG lookup field.
      		 No
      Note:
      While defining a medicare preference, you must set at least one attribute in the medicare preference.
    Tip:
    Alternatively, you can click the Duplicate button in the Field Mapping zone to create a copy of the medicare preference.
  3. Enter the required details in the Main section.
  4. Define, edit, or remove the attribute from the medicare preference, if required.
  5. Click Save.
    The new medicare preference is defined.

Related Topics

For more information on... See...
How to search for a medicare preference Searching for a Medicare Preference
Field Mapping zone Field Mapping