Adding deals

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  1. Find employer organizations .
  2. From the search results, select the name of the organization to which to add a deal. The system displays information about the organization.
  3. Select the Overview (EO) tab.
  4. At the top right, select Add Deal. The system displays an empty deal.
  5. In the Parties section, select Edit. 
  6. In the Provider Organization field, type the name of the provider organization with which the deal is made. The system shows matching providers. Select the provider. Select Next.
  7. In the Contacts section, in the Name field, type the name of the signatory contact for the employer or provider organization. The system shows matching contacts. Select the contact. In the Role field, select Signatory Contact. Select the Add button. Repeat to add the signatory contact of the other organization and other contacts, if appropriate. Select Next.
  8. In the Start Date field, do one:
    1. Type in the date, month, and year on which the deal is effective.
    2. Select Today to choose today’s date, month, and year on which the deal is effective.
    3. Select Calendar to choose from a calendar the date, month, and year on which the deal is effective.
  9. In the End Date field, do one:
    1. Type in the date, month, and year after which the deal is not effective.
    2. Select Today to choose today’s date, month, and year after which the deal is not effective.
    3. Select Calendar to choose from a calendar the date, month, and year after which the deal is not effective.
  10. Select Next.
  11. In the Executed field, select Yes or No to indicate if the deal is in effect between the organizations. Select Next.
  12. In the Charges section, select Show/Hide Quick Lists. Quick List appears below.
  13. In the Quick List, to the right of Charge, select the Add button. The Add Charge window appears.
  14. In the Add Charge window, do the following to add a charge to the deal:
    1. In the Date field, enter the month, day and year on which the charge is created or select Today to use today’s month, day, and year or select Calendar to select the month, date, and year from a calendar.
    2. In the Funding Source field, select an account against which this charge will be made.
    3. In the Item field, type a description of the item. The system displays matching items. Select the appropriate one. Its name appears in the Item field and its CPT code (if it has one) appears in the CPT Code field.
    4. In the Reson #1 through Reason #4 fields as appropriate, type a description of a diagnosis or a diagnosis code to associate with this item. The system displays matching items. Select the appropriate one.
    5. To the right, from the Modifiers List, select an appropriate modifier. The selection appears in the Modifiers field. If no modifier is necessary, skip.
    6. In the Quantity field, type the quantity of the item to include each time this item is used in a visit.
    7. In the Price field, type the contracted price of the item as dollars and cents.
    8. In the Memo field, type any information applicable to the item not otherwise contained in the window.
    9. To save this item and add more, select Add Another. Otherwise, select Save.
  15. If appropriate, add documents to the deal:
    1. Select the Documents header.
    2. At the top-right of the window, select Quick Links. The Quick Links window appears.
    3. In the Quick Links window, select Add Document. The Add Documents page appears.
    4. In the Add Documents page, in the All Types section, select a link to the document type (or file format) to add. The Add Document Properties page appears.
    5. In the Add Document Properties page, select the Choose File button. A window opens. In the window, navigate to and select the file to add. Select the Open button. The file name appears next to the button. To add another file, select the Add Another File button and select another file.
    6. Select Add Document. The system receives the file or files from your device, adds it to the deal, and displays it. At the top-left, select the Deal button.
  16. In the Approval section, select Next.
  17. Select Archive & Close. If the deal is executed and the current date is within the effective period of the deal, the system applies it to the included charges.
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Enterprise Health Documentation

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Last Build: Sun, 13 Nov 2022 01:02:19 UTC
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