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Guarantor/Program Billing Defaults templates - Cal-PM

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Create a template to store guarantor and program billing default settings.

  • The Guarantor ID and Program fields are renamed to 'Guarantor To Assign Template To' and 'Program To Assign Template To'.

Create a template (Guarantor/Program Billing Defaults section)

  1. In the Action field, select Add Template.

  2. In the Template Name field, enter the template name.

  3. Enter information and settings for the template in the other sections in this form.

  4. Click Submit.

Work with templates

  1. In the Action field, select:

  • Edit Template - make changes to a template.
    If a template is edited, it must be reassigned to guarantors and programs (Action field > Assign Template).
    • In the Select Template field, choose the template.
    • The guarantors and programs associated with the template, and the template settings populate.
    • Make changes as necessary.
    • Click Submit.
       
  • Assign Template - associate a template with guarantors and programs
    • In the Select Template field, choose the template.
    • The guarantors and programs associated with the template populate (Guarantor To Assign Template To, and Program To Assign Template To fields).
    • Make changes as necessary.
    • Click Submit.
  • Define/Customize Guarantor/Program - create an association for a single guarantor and program (Select Template field).
    This association is applied to a specific guarantor and program combination, and can be applied in addition to existing guarantor and program combinations for the template.
    • In the Select Template field, choose the template.
    • The Guarantor, and Program fields populate.
    • In the Guarantor field, enter the guarantor name, click Process Search to select. Click OK.
    • In the Program field, enter the program name, click Process Search to select. Click OK.