Add a version

After creating a contract, adding a version is the next step in building a contract. Instead naming them, versions are identified by their time frame.

To add a new version:

  1. On the Contracts page, select the contract by clicking in the blue column for the desired contract.

    TIP: If the list of contracts is long, use the filter at the top right of the page to filter the list.

  2. In the menu on the left, click New Version.

    A new row is added to the list of versions.

  3. To assign the start date, click in the Start Date cell, and select a date from the drop-down.

    In Axiom Contract Management, a version is a defined time frame for the contract. The time frame used can be from the time period on a certain contract where the terms remain consistent. It can represent the fiscal year, or it can represent the calendar year. To minimize the number of contracts built, we recommend that you build versions defined by contract periods where terms remain unaltered.

  4. To assign the end date, click in the Expiration Date cell, and select a date from the drop-down.

  5. Assign the calculation date for the version—either the date of discharge or the date of admission.

    You have two options when calculating claims: you can choose to calculate them by the date they were admitted (Admit), or by the discharge date (Discharge).

    The one you use depends on the payer, which you should confirm with them. The default is by discharge date.

  6. Click Save.

    NOTE: You need to save the version before assigning version organization codes.

  7. In the Ins. Plan Code column for the version, click the Set button.

    The Insurance Plan Code window opens.

    The Available Insurance Plan Codes list displays in the lower half of the window. This list is based on the facility (org code) hyphenated with the insurance code associated with the plan.

  8. Do one of the following:

  9. In the Available Insurance Plan Codes section, select the org code - payer code combinations to add to the version by clicking the up arrow button () to the left of the organization to add.

    • If the plan has more than one Org associated with it, before selecting codes, click the Filtered by Org drop-down, and select the organization from which to select codes.

    NOTE: Administrators can add new Org codes to the system. For more information, see Map provider names to Org codes.

    For a claim to calculate on a contract, Axiom Contract Management must know which payers calculate against the version.

  10. Click Save/Exit.

    New version added to contract

  11. After making selections, click Save.
  12. (Optional) If desired, add an attribute to the version.
  13. If you are building a contract, the next step is to add a provision.
See also