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Default settings for multiple addresses

Paths: 
    Insurance Plan – Administration>Financial>Insurance Companies>Plans
    Insurance Company – Administration>Financial>Insurance Companies>Company
    Insurance Code – Administration>Financial>Insurance Codes>General
    Branch – Administration>Configuration>Business Units>Branches
    Business Units – Administration>Configuration>Business Units>Basic

A user may define default addresses on the different levels:

  • Insurance Plan – Administration>Financial>Insurance Companies>Plans
  • Insurance Company – Administration>Financial>Insurance Companies>Company
  • Insurance Code – Administration>Financial>Insurance Codes>General
  • Branch – Administration>Configuration>Business Units>Branches
  • Business Units – Administration>Configuration>Business Units>Basic

The hierarchy used by the system to determine the appropriate address to utilize is illustrated below:

If a rule level is defined for: Use this level address default:
Insurance Plan Level Defined Insurance Plan Level
Insurance Company Level Defined Insurance Company Level
Insurance Code Level Defined insurance Code Level
Branch Level Defined Branch Level
Business Unit Level Defined Business Unit Level
Organization Level Defined Organization Level

The system identifies the appropriate address to include on claims, clinical documentation and reports using the Multiple Address Flow. The parameter the system reviews is whether address rules have been defined at the Insurance Plan. If an address rule has not been defined, it progresses to searching within the Insurance Company. If again, a rule has not be defined the system progresses to the Insurance Code and so forth through the hierarchy.