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 Basis The 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 Type One 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 Measures One 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 Modeling clauses and terms.

To add a new term:

1. Navigate to the desired clause.
2. In the row for the desired clause, click Go to Terms.

3. On the Terms page, above the table of clauses, click Add a New Term.

   The Add a New Term dialog opens.

   NOTE: The term number is assigned by the system and cannot be edited initially, but after creating the term and saving it, you can move it to a different position in a group of two or more terms on a clause.

4. In the Description drop-down, do one of the following:

   • Select a description for the term.

     TIP: In drop-downs with numerous results, like Description, you can search for a specific result: click in the Description field and begin typing a search word. Matches display in the drop-down results; click a description to select it.

   • Add a new description: click the Description field name, which is linked to the Clause/Term Descriptions page where you can add a new description if you are an administrator.
5. From the Calc Basis drop-down, select the basis for calculation.

6. 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.

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

9. To add rates, do one of the following:

   • For a single rate, type the rate into the Rate field.

     NOTE: Some calculation bases and their associated calculation types and measures require multiple rates. When this occurs, the Rate field is inactive.

   • For multiple rates, enter rates manually or import rates from a file.

10. Do one of the following:

    • To save changes and keep working in the dialog, click Save.

    • To close the dialog after saving, click Save and Close.

    • To cancel your unsaved changes and close the dialog, click Close.