Creating a Migration Set
Configuration Migration Sets
The application enables users to create configuration migration sets in the application user interface [1].
This page enables the user to select the top level migration items that are ready for migration and need to be included in the set. Within the context of the selected top level items, the user can select specific dependent items to exclude.
By default, the application excludes the following data from a new migration set:
-
diagnosis
-
procedures
-
payers
-
providers
The user has the option to override the default behavior, and include all diagnosis, procedures, payers, and providers that are linked to the selected configuration.
Including Configuration Items
The page offers two alternatives for creating a migration set. The first is creating a full set, which includes all configuration of the source environment. This is the default option.
The second alternative enables the user to handpick specific configuration ready for migration. If chosen, the page shows an overview of the all available configuration to select from.
Configuration is hierarchical in nature; complex configuration rules are a composite of basic configuration rules. For example, a process step is a composite of any combination of callout-, event-, pend- and validation rules. In turn, the pend rule comprises a dynamic logic condition and a message (and more) as well.
When the user selects a configuration rule, the application automatically determines what supporting configuration is required to successfully migrate the selected rule to the target environment.
For each available configuration item the application offers three options:
-
Include all instances of that configuration item.
-
Select specific instances of that configuration item.
-
Remove all previously selected instances of that configuration item.
The last option does not add any items to the migration set, but instead provides a convenient way of quickly removing all instances of a configuration item from a migration set.
The second option, when selected, becomes a link that opens a new window. In this window the user can select specific instances of the configuration item to include in the migration set.
Below is the list of configuration items that can be included in a configuration migration data set. Each entry specifies which dependent items are auto-included and which dependent items can be excluded.
Top Level Item | Automatically Includes | Optional Excludes |
---|---|---|
access role |
access restriction |
claim form |
activity type |
dynamic field usage[2] |
- |
address type |
- |
- |
advice response definition |
- |
dynamic logic |
authorization form |
- |
- |
authorization regime |
authorization regime period |
dynamic logic |
basket |
basket detail |
- |
benefit specification |
benefit priority |
authorization regime |
boilerplate text |
- |
- |
bundled amount |
bundled amount category |
message |
callout definition (displayed as claim callout rule in the UI) |
claim callout rule |
classification scheme |
case definition |
ancillary inclusion rule |
diagnosis group |
charged amount |
charged amount classification |
dynamic logic |
claim event rule |
claim event rule form |
claim form |
claim form |
claim form type |
flex code system |
claim transaction event rule |
- |
dynamic logic |
classification scheme |
brand |
claim form |
combination check |
combination check claim form |
claim form |
contract reference |
- |
- |
country |
bank account validation |
dynamic logic |
country region |
country |
- |
country region group |
country region group detail |
country region |
coverage regime |
count towards limit |
limit (displayed as adjudication limit in the UI) |
covered service tier |
- |
- |
currency |
- |
- |
derivation rule |
derivation rule form |
claim form |
diagnosis group |
diagnosis group detail |
- |
diagnosis type |
- |
- |
diminishing rate |
currency |
message |
dynamic check |
dynamic check claim form |
claim form |
dynamic field usage (displayed as usage in the UI) |
dynamic logic |
- |
dynamic logic |
dynamic logic reference sheet |
reference sheet |
eligibility response definition |
callout rule |
dynamic logic |
episode definition |
episode category |
diagnosis group |
exchange rate |
currency |
- |
external intervention rule |
brand |
claim form |
fee schedule |
classification |
contract reference |
fee schedule line[5] |
classification |
contract reference |
financial hold type |
- |
- |
flex code group |
flex code group detail |
flex code system |
flex code system |
dynamic logic |
|
floorplan |
floorplan tag details |
|
gender identity |
- |
- |
geographic region |
geographic condition |
dynamic logic |
identifiers type |
access restriction |
|
insurable entity type |
- |
- |
limit (displayed as adjudication limit in the UI) |
limit |
dynamic logic |
insurance type |
insurable entity type |
- |
location type |
claim form type |
- |
location type group |
location type group detail |
location type |
marital status type |
- |
- |
message |
- |
- |
message creation scenario |
- |
dynamic logic |
message group |
access restriction |
message |
modifier |
- |
- |
payment function |
reimbursement method type |
dynamic logic |
pend reason |
access restriction |
dynamic logic |
post benefits regime |
cover withhold category |
dynamic logic |
prefix |
- |
- |
pricing option |
- |
- |
pricing template |
pricing section |
pricing option |
procedure group |
procedure group detail |
- |
process field derivation rule |
process field derivation rule form |
claim form |
product |
brand |
authorization regime |
provider assignment type |
- |
- |
provider group |
provider group affiliation |
- |
provider pricing clause[8] |
adjustment execution phase |
bundled amount |
reference sheet |
- |
|
relation link type |
- |
- |
reservation regime |
coverage label |
dynamic logic |
service type |
- |
- |
settlement reason |
access restriction |
- |
specialty |
- |
- |
tag type |
tag type message |
message |
title |
- |
- |
transaction scenario |
- |
dynamic logic |
transaction source |
transaction source usage |
- |
unfinalize reason |
- |
- |
unfinalize reason group |
unfinalize reason group detail |
unfinalize reason |
waiting period regime |
- |
message |
waiver reason |
- |
- |
widgets |
- |
- |
Including Diagnosis, Procedures, Payers and Providers
If the user chooses to include diagnosis, procedures, payers and providers reference data in the migration set, then the application also includes the setup configuration that is required, regardless of whether it is explicitly selected by the user.
For example, if the migration set includes provider X, and provider X has specialty Y, then specialty Y is auto included in the migration set.
The following table specifies which setup configuration is auto-included, if diagnosis, procedures, payers or providers are included in the migration set.
Reference Data | Automatically Includes |
---|---|
diagnoses |
access restriction |
procedures |
access restriction |
payers |
access restriction (payer and brand) |
providers |
individual provider:
organization provider:
|
Optional Excludes
By default, when the user selects a configuration rule, the application automatically determines and includes the supporting configuration that is required to successfully migrate the selected rule to the target environment.
This is not always desirable. For example, the supporting configuration may just be a placeholder, not intended to be migrated.
The exclude options enable the user to overrule the supporting configuration from automatic inclusion.
Dynamic Field and Record Usages
Configuration items can be extended with dynamic fields and records. If an extended item is included in the payload, the dynamic field and record values and the related dynamic field usages are automatically included as well. The target environment requires the dynamic field usages in order to know where it can find and update the dynamic field values.
Intended Usage
The configuration migration functionality described here, is intended to be used by an expert user that is aware which configuration changes are ready for migration, and which are not.
After the configuration migrations set is created, the next step is to build the Configuration Migration Set. In this step, the payload is generated as per the specifications of the configuration migration set.
Whenever the user changes a configuration migration set, for example by adding new items, the set needs to be rebuilt, so that the changes are reflected in the payload.
The # Items
in the configuration migration set is the number of items that the system detected during the creation or latest update of the set.