Adding New Class Groups

The Class Group Screen provides a class group table that contains the existing class groups for a Group customer. On the Class Groups screen, expand a class group node. It displays a list of class groups in a tabular format. You can add a new time slice under the class group by using the Add New Record option. To view more information, click <Class Group Name> the <Class Group Name> window appears.

The <Class Group Name> contains three tabs:

  • Details tab: contains all of the configurable fields associated with the class group type.

  • Classes tab: contains the class group structure and classes that are child nodes of the root node class for the class group.

  • Class Rule Variables tab: contains the logic that will form class rules. The class rules will use the pre-defined class rule variables in the execution of membership transactions in order to evaluate a client's membership to a class.

Miscellaneous Screen Details:

  • All classes belonging to the same class group should be defined as the same type (Billing, Eligibility, Reporting, etc...).

    Note: The system does not enforce this as a restriction.

  • When the Class Group Screen is loaded initially, the first record in the class group table is selected by default.

  • To prevent duplication of class group names under the same Group customer, the system validates the name entered for a new class group.

Steps to Add a New Class Group

  1. Open the Customer record (using the Search a Customer). The Group Customer screen opens.

  2. Click the Agreements tab on the Entity Navigation list then the Agreement screen appears.

  3. Click the required agreement, and then click the Class Groups tab.

  4. In the Add option, select New from the drop-down list, and then click the Create Create icon, the Add Class Group page appears.

  5. Enter the applicable class group Information on the Details tab.

  6. Select Add Class tab to add a class within the newly created class group.

  7. Select the Class Type to match the class group type and enter the applicable class information in the fields provided according to the class type.

  8. Click Save. The Add Class Group window appears.

  9. Update the Status to Active and then, click Save. The class group is added under the Class Groups tab in a tabular format.

Steps to Copy a Class Group

  1. Open the Customer record (using the search a customer). The Group Customer screen opens.

  2. Click the Agreements tab on the Entity Navigation list, the Agreement screen appears.

  3. Click the required agreement, and then click the Class Groups tab.

  4. In the Add option, select Copy from the drop down, and then click the Create Create icon. The Copy Class Group page appears.

  5. Expand the required class group node, and then click a <Class Group Name>. The Details of the class group appears.

  6. Click Next. The Copy Class page appears.

  7. Enter the applicable class group Information on the Details tab.

  8. Select Add Class tab to add a class within the newly created class group.

  9. Click Save, the Add Class Group page appears.

  10. Update the Status to Active and then, click Save. The class group is added under the Class Groups tab in a tabular format.

Steps to Add Class Group Details

Follow the steps explained below to add class group details.

Add a Time Slice

  1. Open the Customer record (using the search a customer). The Group Customer screen opens.

  2. Click Class Groups on the Entity Navigation list. The Class Group screen will appear with Class group list.

  3. Expand a Class Group node, it displays a list of class groups in a tabular format.

  4. Click Add New Record. The New Record window appears.

  5. Enter the Effective Date.

  6. Select the Copy Plan Association check box to copy plan associations, and then click Next.

  7. Click Save. The time slice is added under the class group.

  8. Click the newly added time slice (class group). The <Class Group Name> window appears, it has the following three tabs:

    • Details: the default tab that displays the Agreement details of the class group.

    • Classes: the add classes, displays the classes in a tree-like structure.

    • Class Rule Variables: define and add class rules variables.

Important: The Add New Record button is available if at least one Class Group has Record Status as Active. You can compare two or more class groups by using the Compare button. This Compare button is visible under a class group, if at least two time slice records are selected.

Add Classes

To add classes, follow these steps:

  1. On the Class Groups screen, click a <Class Group Name>. The Class Group window appears.

  2. Click the Classes tab. It displays the classes that are added to a class group in a tree-like structure. In each structure, there is one root node (which has no parent node) and one default orphan class node.

  3. Hover over a class. The New icon appears.

  4. Click the New icon. The Definition page appears.

  5. Select the Class Type to match the class group type and enter the applicable class information in the fields provided according to the class type.

  6. Click OK to add the class.

Copy Classes

To add classes, follow these steps:

  1. On the Class Groups screen, click a <Class Group Name>. The Class Group window appears.

  2. Click the Classes tab.

  3. Hover over a class. The Copy icon appears.

  4. Click the Copy icon. The Copy Class page appears.

  5. Under the Copy From section, enter the details of the class to be copied. Use the Copy Plan Association check box to copy plans.

  6. Under the Class section, enter the class information, and then click OK.

The class displays the following tabs:

Definition: displays the class group definition details by default.

Plan Coverages: the user can associate the plan coverages on clicking the Associatesub-link available under this option. Select the Plan coverages to associate, fill the Effective date and then click OK. The Plan Coverages tab displays the sub-plans attached to the class. The Plan Coverages can be added from the Agreement screen to associate for the class here.

Important: The plan segment defines the coverage levels of a plan. Selecting a plan segment in the list presents the user with plan segment details and plan segment participants. A class may be established for a purpose other than eligibility, and therefore, not related to any plan. For example, a class may be established for billing or reporting purposes.

Membership Rules: click the tab and select the membership rules for the class group.

Class membership rules define the logic that determines whether a member belongs to a class. Selecting the class rules allows the user to view the tests and conditions constructed from the predefined class rule variables.

Class Rule Variables: Under this tab, you can add new variables that may be applicable to a particular class. Variables defined at the class level are not visible to other classes. Click the Add Variable tab, enter the variable details and click Save.

Important: The Class Rule Variable names should not contain any blank spaces. All global and local variables should be declared in the context that they will be used.

Members: provides a list of members along with the name and tax identification number of each one. You may select the icon of the member's name to view the client details.

  • The Member's list is retrieved by based on the system date. The data will be retrieved specifically from the AsClassMembership table, driven by a comparison of ValidFrom, ValidTo, and EffectiveDate.

  • No updates will be allowed on the member information via the pop-up screen.

Important: Each class will have one or more rules that specify the properties or criteria an individual must have in order to be included in the class. One such property for inclusion is an implied condition that the individual must be included in the class's parent for every node except the root node. It is possible for a class group to have just a single class. A member may only exist in one terminal class (which has no child node) within the class group.

Add Class Rule Variables

In the Class Rule Variables tab, you can add new variables that may be applicable to a particular class. the variables defined at the class level are not visible to other classes. Click Add Variable button, and then enter the variable details. Click Save to add the class variable.

Important: The Class Rule Variable names should not contain any blank spaces. All global and local variables should be declared in the context that they will be used.

When you have completed all the class details, click the Submit Submit icon to update the Record Status of the Class Group to Active.