Adjudication Settings

Use adjudication settings to compare invoice rates to ticket rates. Use the field mappings to compare invoice fields to ticket fields. To use the Adjudication feature, follow the workflow order:

  1. Choose adjudication settings
    1. Rate
    2. Field mapping: You cannot map ticket fields to invoice fields until an invoice is uploaded
      • Create a new field mapping: Upload an invoice (step 2), and in the Field Mappings option, choose (New Field Mapping) and map ticket fields to invoice fields
      • Use an existing field mapping: Choose fields from previously-uploaded invoices (listed on the Field Mappings page)
    3. Hours & holidays
  2. Upload invoice (Adjudication Summary)
    1. System processes uploaded invoice based on adjudication settings
    2. If creating a new mapping, choose (New Field Mapping) and map ticket fields to invoice fields
  3. Review uploaded invoice on the Invoice Details page and adjust rates and approve items, as needed
  4. Optional. Download adjusted invoice from the Adjudication Summary

 

Use the Rate Summary page to add and edit your company's rates. Rates are set per ticket type category. You can map each one call center's ticket types to the system's ticket type categories. See Ticket Categories.

  1. In the upper right corner, click Add New Rate
  2. On the New Rate page, fill in the fields. See Edit Rate, step 2, below

 

Each Rate is subdivided by ticket type category, so each ticket type category can have its own rate (See Ticket Categories). The rates on uploaded invoices are compared to these rates. All rates are cumulative, if applicable.

  1. On the Rate Summary page, in the Name column, click the rate

  2. On the Rate Detail page, edit the rate fields for each ticket type category:

    Rate Information Description
    Allow Callout

    Callouts are work performed after normal business hours

    • Checked: Callouts are allowed
    • Unchecked: Callouts are not allowed
    Base Rate ($) Rate per ticket (compared by the system to the Ticket Field Rate from Field Mappings, below). Not related to flat rate from Billing Configuration
    Callout Rate ($) If ticket is a callout ticket (outside business hours) then use the callout rate
    Default Duration (Minutes) The default amount of work time on a ticket. If work time exceeds the default duration, the ticket is charged at the quarter hour rate, below
    Quarter Hour Rate ($) Work time is calculated based on Work Start Date Time and Work End Date Time. Work time is compared to the default duration and any quarter hour over the default duration is billed at the quarter hour rate

     

    Ticket Category Allow Callout Default Duration (Minutes) Base Rate ($) Callout Rate ($) Quarter Hour Rate ($)
    Emergency Yes 60 12.22 5.00 1.33

    A callout emergency ticket with a total time of 90 minutes and the above rates is charged $19.88 (all rates are cumulative)

     

  3. Click Save

Use the Field Mappings Summary page to view and edit your mappings of ticket fields to invoice fields.

Mappings are created when you upload a new invoice and choose Create New Mapping. See Adjudication Summary > Start New Adjudication (Upload Invoice) > Field Mappings > (Create new mapping).

Once a mapping is in the system, it can be reused and edited.

 

Ticket Fields

Field Description
Description The description of the rate
Name The name of the rate
Ticket Field Description
Hours Hours of work on the ticket
Rate Rate per ticket (equivalent to base rate in Edit Rates, above)
Received Date Time The date and time when the ticket was received
Registration Code Registrations are codes assigned to your company from the One Call Center. Registration codes are used to identify companies, areas, and assets. See Registration Code Summary
Ticket ID The identification number of the ticket (from the one call center)
Ticket Type Each One Call Center defines its own ticket types
Total Charge The total amount charged for the ticket
Work End Date Time The date the work recorded in the ticket ended
Work Start Date Time The date the work recorded in the ticket began

 

Create or edit hours or holidays

  1. On the Hours and Holidays page, in the upper right corner, click Modify Hours and Holidays

  2. On the Configure Hours and Holidays page, make your changes:

    Business Hours

    • 24 Hours: The business is open 24 hours per day
    • Start/End Time: The business is open between the hours you specify

    Holidays

    1. Create

      Fill in the fields:

      Field Description
      Date The date of the holiday
      Name The name of the holiday
      State The name of one of the fifty American states

      Click Add

    2. Edit

      In the table, click the pencil ( ) for the holiday you want to edit. Result: The Name, Date, and State appear for you to edit (see table in 2a Create, above)

     

  3. Click Save. Result: the Holiday Summary page appears with your changes

 

In the upper right corner, click History. Result: The History window appears listing the description and time of actions taken and who performed them