Add a version

After creating a contract, the next step is adding a version. Instead of names, versions are identified by their active period, which is the time frame defined by their start and expiration dates. Versions are assigned numbers that correlate to the version’s original start and expiration date period. Generally, the older a version, the lower the number used to identify it. So, for example, version 1 would be older than version 2, and so on.

Use these instructions to add a new version to a contract. You can also copy a version by importing it from another contract, or you can import a version from an external file.

To add a new version:

  1. On the Contracts page, hover your cursor over the desired contract row to view the Go to Versions link, then click the link.

    TIP: If the list of contracts is long, find the desired contract by filtering the list.

  2. On the Versions page, click Add a New Version.

  3. In the Add a New Version dialog, in the Start Date field, type in the date or click the calendar icon () and select the date on which the version takes affect.

    In Axiom Contract Management, a version represents 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. In the Expiration Date field, type in the date or click the calendar icon () and select the date on which the version’s active period ends.

  5. In the Calculation Date field, select 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. Do one of the following:

    • To keep the dialog open after saving, click Save.

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

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

  7. (Optional) If desired, add an attribute to the version.
  8. (Optional) If desired, attach a document to the version.
  9. Next, assign an insurance plan code to the version.

  10. Add a provision to the version.

See also