Import and export provision factors

When copying or creating contract provisions, you can import DRG CMS, Psych CMS, or CMS CMG factors from a file or from another provision instead of populating the factors fields manually. Additionally, you can export factors to an Excel file.

To import provision factors from another provision:

  1. Navigate to the provision for which you are adding factors.
  2. In the Factors column, click Set.
  3. In the Factors window, at the bottom, click Import.
  4. In the Import Factors window, do the following:
    1. If needed, from the Simulation drop-down, select the desired simulation.
    2. Expand the contract and version with the desired provision and factors, and then select the check box for the desired provision.
    3. At the bottom of the window, select the check boxes for the factor types to import.

    4. Click Import.

    5. In the confirmation dialog, click Yes.

    The factors display in the Factors window’s corresponding CMS tabs for the type(s) of factor(s) imported.

  5. Click Save, then click OK in the confirmation dialog.

NOTE: Excel files used to import factors need to adhere to a specific format. To ensure your file is formatted correctly, download the template and enter or copy the desired factor information to it, then save and import it using the following instructions.

To import provision factors from a file:

  1. Navigate to the provision for which you are adding factors.
  2. In the Factors column, click Set.
  3. In the Factors window, at the bottom, click Import.
  4. In the Import Factors window, do the following:

    1. Click the Import From File tab.

    2. If needed, on the right side of the window, click Template to download the template. Complete the information in the template, then name and save it. Or, you can import factors that you exported from another provision to an Excel file.
    3. In the Import from section, select one of the following:
      • Single File – To import from a single file.
      • Multiple Files – To import from multiple files.
    4. Click Choose File and select the formatted and populated Excel file.
    5. Click Import, then in the confirmation dialog, click OK.

    The factors display in the Factors window’s corresponding CMS tabs for the type(s) of factor(s) imported.

  5. In the Factors window, click Save, then click OK in the confirmation dialog.

To export provision factors:

  1. Navigate to the provision with the factors to export.
  2. In the Factors column, click View.

  3. In the Factors window, at the bottom, click Export.

    The data is exported to an Excel file at the bottom of your screen. Data is exported from all three CMS tabs. If no data exists for a CMS tab, then in the Excel file, that tab displays with headings only but no data. The file is automatically formatted correctly for importing to another provision.

  4. Click the file to open and save it.

See also