Assign an insurance plan code to a version

For a claim to calculate on a contract, Axiom Contract Management must know which payers calculate against the version. Use these instructions to assign an insurance plan code The combination of an Org Code and a Payer Code. to a contract version or to change the assigned code.

  1. Navigate to the contract version.

  2. At the end of the version row, hover your cursor and then click the Edit icon ().

  3. In the Edit Version dialog, click the Insurance Plan Codes tab.
  4. Do one of the following:

  5. In the Unassigned list, select the insurance plan codes (org code - payer code combinations) to add to the version by clicking the Assign icon () on the right end of the row, as shown in the following example.

    • If there are multiple organizations, then before selecting codes, click the Viewing drop-down and select the organization from which to select codes.

      NOTE: You can assign codes from multiple organizations, but the list is filtered by organization. Before saving, change the organization to add more codes.

    • If you cannot locate the desired insurance plan code, search for it in the system: at the top right of the Edit Version dialog, click the search icon, as shown in the following example, and then search for the desired code.

      NOTE: Administrators can add new insurance plan codes to the system. For more information, see Managing insurance plan codes.

  6. When finished adding codes, 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.

    Checked circle indicates this version has assigned insurance plan codes

  7. If you are building a contract, the next step is to add a provision.

See also