Add a term to a clause

A term always resides beneath a clause. The clause is considered the parent of the term.

When creating terms, you need to select the calculation criteria. For information on Calc BasisThe calculation basis is one of the elements that defines how a claim pays on a clause or term. The calc basis is used in conjunction with the calculation type and measure to determine a specific reimbursement method. In normal contract building rules, the Calc Basis is used to determine if a claim qualifies for the clause or term., Calc TypeOne of the elements that defines how a claim pays on a clause or term. The Calc Type is used with the Calc Measure to define how the claim is paid. Calc types include: Dollar Rate, a % of Charge, or a % of Cost., Calc MeasuresOne of the elements that defines how a claim pays on a clause or term. The Calc Measure is used with the Calc Type to define how the claim is paid., and Terminal vs. Non-terminal, see About clauses and terms.

To add a new term:

  1. Navigate to the desired clause or term.
  2. For the desired clause, click the blue square at the beginning of the row. (A black arrow displays in the blue square when selected).
  3. Click New Term. The term row automatically displays below the selected clause.

  4. In the new term row, from the Description drop-down, select the description of the service or procedure.

    NOTE: If needed, you can add a new description.

  5. From the Calc Basis drop-down, select the basis for calculation.

  6. If applicable, from the Calc Type drop-down, select the calculation type.

  7. If applicable, from the Calc Measure drop-down, select the measure on which the calculation is made (for example, Per Claim, Per Line Item, Per Diem).

  8. From the Terminal? drop-down, select Yes for Terminal or No for non-terminal.

  9. Click Save.

    Clauses / Terms page showing new term added at bottom of list.

  10. In the Rates field, do one of the following:
  11. Click Save.