Case Definitions

Consider the following setup:

Case Definition

Field Description

Code

CONFBARI

Description

Confined Bariatric

Start Dynamic Function

Service date - 1 week

End Dynamic Function

Service date + 1 week

Primary Claim Line Recognition Message

I-1221

Ancillary Claim Line Recognition Message

I-1222

Message for Ancillary

F-1234

Inheritable Primary Provider Group Scope

IN

Primary Claim Line Procedure Group

BARIATRIC SURGERY

Diagnosis Group Usage

Primary Claim Line

Diagnosis Group

Primary Claim Line Condition

Ancillary inclusion rule

Procedure group Diagnosis group usage Diagnosis group Dynamic condition

Nutritional counseling

and

Case Definition

Field Description

Code

EXTEBARI

Description

Extended Bariatric

Start Dynamic Function

Service date - 4 months

End Dynamic Function

Service date + 4 months

Primary Claim Line Recognition Message

I-1221

Ancillary Claim Line Recognition Message

I-1222

Message for Ancillary

F-1234

Inheritable Primary Provider Group Scope

IN

Primary Claim Line Procedure Group

BARIATRIC SURGERY

Diagnosis Group Usage

Primary Claim Line

Diagnosis Group

Primary Claim Line Condition

Ancillary inclusion rule

Procedure group Diagnosis group usage Diagnosis group Dynamic condition

Nutritional counseling

Weight watchers

IN

MORBID OBESITY

Fitness membership

IN

MORBID OBESITY

Liposculpture

IN

MORBID OBESITY

There are 2 products that we will use in the use cases

  • Product ABC

    • With a benefit specification that links to 'CONFBARI'

  • Product DEF

    • With a benefit specification that links to 'EXTEBARI'

Scenario A

Person A has product ABC.

Claim 1234, comes in with on line 1, procedure '99118 Bariatric surgery' with start date '07-14-2010'. When this claim line is processed the steps in this flow produce the following results

Step Result

Select case definitions

CONFBARI is selected as a possible case definition

Retrieve existing cases

No existing cases are selected.

Apply ancillary recognition rules

Is skipped

Attach as ancillary

Is skipped

Determine case end date

Is skipped

Set case end date

Is skipped

Apply primary recognition rules

Claim line is recognized as primary because procedure 99118 is included in 'Bariatric Surgery'

Determine case start date

07-07-2010

Determine case end date

07-21-2010

End overlapping case

No existing cases, so no action

Create new case

A new case is created for

  • Person A

  • Case definition: CONFBARI

  • Start date: 07-07-2010

  • End date: 07-21-2010

  • Primary claim line: Claim 1234, line 1

Claim 1235, comes in with 3 lines

  • line 1 procedure '88312 Nutritional counseling' with start date '07-05-2010'.

  • line 2 procedure '88312 Nutritional counseling' with start date '07-12-2010'

  • line 3 procedure '81671 Fitness membership' with start date '06-01-2010', diagnosis 'MORBID OBESITY'

When line 1 is processed the steps in this flow produce the following results

Step Result

Select case definitions

CONFBARI is selected as a possible case definition

Retrieve existing cases

The existing CONFBARI case from 07-07-2010 to 07-21-2010 is not selected, because line 1 is outside of the date range of this case

Apply ancillary recognition rules

Is skipped

Attach as ancillary

Is skipped

Determine case end date

Is skipped

Set case end date

Is skipped

Apply primary recognition rules

Line 1 is not recognized as a primary claim line

Determine case start date + subsequent steps

Are skipped

When line 2 is processed the steps in this flow produce the following results

Step Result

Select case definitions

CONFBARI is selected as a possible case definition

Retrieve existing cases

The existing CONFBARI case from 07-07-2010 to 07-21-2010 is selected, because line 2 is within the date range of this case

Apply ancillary recognition rules

Line 2 is recognized as ancillary

Attach as ancillary

Line 2 of claim 1235 is attached as ancillary to the case

Determine case end date

The case already has an end date so determine case end date is not executed

Set case end date

Is skipped

Apply primary recognition rules + subsequent steps

Are skipped

When line 3 is processed the steps in this flow produce the following results

Step Result

Select case definitions

CONFBARI is selected as a possible case definition

Retrieve existing cases

The existing CONFBARI case from 07-07-2010 to 07-21-2010 is not selected, because line 3 is outside of the date range of this case

Apply ancillary recognition rules

Is skipped

Attach as ancillary

Is skipped

Determine case end date

Is skipped

Set case end date

Is skipped

Apply primary recognition rules

Line 3 is not recognized as primary

Determine case start date + subsequent steps

Are skipped

The final result is a case with the following data

  • Person A

  • Case definition: CONFBARI

  • Start date: 07-07-2010

  • End date: 07-21-2010

  • Primary claim line: Claim 1234, line 1, procedure '99118 Bariatric surgery' , start date '07-14-2010'

  • Ancillary claim line: Claim 1235, line 2, procedure '88312 Nutritional counseling' , start date '07-12-2010'

Scenario B

Person B has product DEF.

Claim 1234, comes in with on line 1, procedure '99118 Bariatric surgery' with start date '07-14-2010'. When this claim line is processed the steps in this flow produce the following results

Step Result

Select case definitions

EXTEBARI is selected as a possible case definition

Retrieve existing cases

No existing cases are selected.

Apply ancillary recognition rules

Is skipped

Attach as ancillary

Is skipped

Determine case end date

Is skipped

Set case end date

Is skipped

Apply primary recognition rules

Claim line is recognized as primary because procedure 99118 is included in 'Bariatric Surgery'

Determine case start date

03-14-2010

Determine case end date

11-14-2010

End overlapping case

No existing cases, so no action

Create new case

A new case is created for

  • Person B

  • Case definition: EXTEBARI

  • Start date: 03-14-2010

  • End date: 11-14-2010

  • Primary claim line: Claim 1234, line 1

Claim 1235, comes in with 3 lines

  • line 1 procedure '88312 Nutritional counseling' with start date '07-05-2010'.

  • line 2 procedure '88312 Nutritional counseling' with start date '07-12-2010'

  • line 3 procedure '81671 Fitness membership' with start date '06-01-2010', diagnosis 'MORBID OBESITY'

When line 1 is processed the steps in this flow produce the following results

Step Result

Select case definitions

EXTEBARI is selected as a possible case definition

Retrieve existing cases

The existing EXTEBARI case from 03-14-2010 to 11-14-2010 is selected.

Apply ancillary recognition rules

Line 1 is recognized as ancillary

Attach as ancillary

Line 1 is attached as ancillary to the existing case

Determine case end date

The case already has an enddate.

Set case end date

Is skipped

Apply primary recognition rules + subsequent steps

Are skipped

When line 2 is processed the steps in this flow produce the following results

Step Result

Select case definitions

EXTEBARI is selected as a possible case definition

Retrieve existing cases

The existing EXTEBARI case from 03-14-2010 to 11-14-2010 is selected.

Apply ancillary recognition rules

Line 2 is recognized as ancillary

Attach as ancillary

Line 2 of claim 1235 is attached as ancillary to the case

Determine case end date

The case already has an end date so determine case end date is not executed

Set case end date

Is skipped

Apply primary recognition rules + subsequent steps

Are skipped

When line 3 is processed the steps in this flow produce the following results

Step Result

Select case definitions

EXTEBARI is selected as a possible case definition

Retrieve existing cases

The existing EXTEBARI case from 03-14-2010 to 11-14-2010 is selected.

Apply ancillary recognition rules

Line 3 is recognized as ancillary.

Attach as ancillary

Line 3 of claim 1235 is attached as ancillary to the case

Determine case end date

The case already has an end date so determine case end date is not executed

Set case end date

Is skipped

Apply primary recognition rules + subsequent steps

Are skipped

The final result is a case with the following data

  • Person B

  • Case definition: EXTEBARI

  • Start date: 03-14-2010

  • End date: 11-14-2010

  • Primary claim line: Claim 1234, line 1, procedure '99118 Bariatric surgery' , start date '07-14-2010'

  • Ancillary claim line: Claim 1235, line 1, procedure '88312 Nutritional counseling' , start date '07-05-2010'

  • Ancillary claim line: Claim 1235, line 2, procedure '88312 Nutritional counseling' , start date '07-12-2010'

  • Ancillary claim line: Claim 1235, line 3, procedure '81671 Fitness membership' , start date '06-01-2010'

Scenario C

Person C has product ABC and DEF. The same set of claims and claim lines arrives for person C as for person A and person B. Because person C has 2 products both 'Confined Bariatric' and 'Extended Bariatric' applies. The result is that Claim 1234, line 1 is the primary claim line for 2 cases and the claim lines can be ancillary to 2 cases.

The final results for person C are the following 2 cases

  • Person C

  • Case definition: CONFBARI

  • Start date: 07-07-2010

  • End date: 07-21-2010

  • Primary claim line: Claim 1234, line 1, procedure '99118 Bariatric surgery' , start date '07-14-2010'

  • Ancillary claim line: Claim 1235, line 2, procedure '88312 Nutritional counseling' , start date '07-12-2010'

  • Person C

  • Case definition: EXTEBARI

  • Start date: 03-14-2010

  • End date: 11-14-2010

  • Primary claim line: Claim 1234, line 1, procedure '99118 Bariatric surgery' , start date '07-14-2010'

  • Ancillary claim line: Claim 1235, line 1, procedure '88312 Nutritional counseling' , start date '07-05-2010'

  • Ancillary claim line: Claim 1235, line 2, procedure '88312 Nutritional counseling' , start date '07-12-2010'

  • Ancillary claim line: Claim 1235, line 3, procedure '81671 Fitness membership' , start date '06-01-2010'