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Guarantor/Program Billing Defaults - Template Maintenance Section - PM

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Maintain templates for guarantor and program billing default settings.

Prerequisites:

  1. In the Action field select:

  • Activate - to activate a template that is inactive.
    • In the Select Template field, choose the template.
    • Click Submit.
  • Inactivate - to make a template inactive.
    • In the Select Template field, choose the template.
    • Click Submit.
  • Copy To A New Template - to copy template settings and create a new template.
    • In the Select Template field, choose the template.
    • In the Template Name field, enter the name.
    • Click Submit.
  • Create From Existing Guarantor/Program - to create a new template using data filed for a guarantor and program combination selected in the Template Maintenance section.
    • 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.
    • In the Assign Template To Other Guarantor/Program field, select Yes to assign the template to other existing guarantor/program combinations that have the same data defined for all fields and have the same HIPAA version as the guarantor in question, or have no HIPAA codes/values version conflicts.
  • Export - to export a template as a text file.
    • In the Select Template(s) To Export field, select the template.
    • In the Export Template As Add or Edit field:
      • Select Add to export the template as an new template. This will populate the Add/Edit field in the exported template with an "A".
      • Select Edit to export the template as an edit to an existing template. This will populate the Add/Edit field in the exported template with an "E" and the field Template ID with the ID of the template being exported.
        The Add/Edit field gives you the ability to decide how the template will be handled when importing templates in the File Import form. Based on the value, either a new template is added or an existing template is updated.

  1. Select Export Template(s).