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Creating an SBC template

Suggest edit Updated on January 26, 2021

Create a template that you can reuse to create SBC documents that are specific to your product or plan.

  1. On the Document template page, complete the fields for the Configure template metadata step:
    1. Enter a name for the new template.
    2. From the drop-down lists, make selections based on your organization’s needs, for example, selecting your line of business and entering your effective and end dates.
    3. Enter a description of your template.
    4. Click Continue to configure the template.
  2. In the Configure template step, on the Plan Overview tab, edit the sections to meet your organization’s needs, and then click Save.
    For more information, see Editing the Plan Overview tab.
  3. In the Configure template step, click the Common medical events tab, edit the sections to meet your organization’s needs, and click Save.
    For more information, see Editing the Common medical events tab.
  4. In the Configure template step, click the Excluded services tab, edit the sections to meet your organization’s needs and click Save.
    For more information, see Editing the Excluded services tab .
  5. In the Configure template step, click the Coverage examples tab, edit the sections to meet your organization’s needs, and click Save.
    For more information, see Configuring data for coverage examples in the Editing the Coverage examples tab.
  6. In the Configure template step, click the Addendum tab, edit the sections to meet your organization’s needs, and click Save.
    For more information, see Using the Addendum.
  7. At any time during template creation, click Save to save the document template and return to it later.
    For more information, see Editing a document template in Managing the SBC templates.
  8. Click Finish only when you have completed all the information.

Optional: Extending rules for template metadata

As an administrator, you can extend rules that are related to the template metadata and pre-processing and post-processing activities to meet your business needs.

  1. To modify the rules that are listed in the following table, in Dev Studio, enter the rule name from the following table in the search box.
  2. Click the rule name.
  3. On the page, click Save as and save the rule to your implementation layer.
  4. Make your changes and click Save.
    For more information about data transforms, see Data transforms.
  5. Repeat these steps for each rule that you want to modify.
    NameClassDescription
    DocTemplateMetadataClientConfigurationRule-HC-PCS-Doc-TemplateUse this rule to add properties for display in the Enter SBC metadata step.

    Extension section for ConfigureDocTemplateMetadata.

    TemplateMetadataClientConfigurationRORule-HC-PCS-Doc-TemplateUse this rule to add properties to display in the SBC metadata read-only view.

    Extension section for ConfigureTemplateMetaData.

    ConfigureMetadataPreEXTPegaPCS-HC-USA-Work-Doc-Template

    Use this rule to initialize the various attributes of SBC template metadata.

    ConfigureMetadataPostEXTPegaPCS-HC-USA-Work-Doc-Template

    Use this data transform rule to add post processing-steps for the Configure metadata step.

    ConfigureMetadataPostEXTPegaPCS-HC-USA-Work-Doc-Template

    Use this activity rule to add post-processing steps for the Configure metadata step.

    PrepareTemplatePreEXTPegaPCS-HC-USA-Work-Doc-Template

    Use this rule to add more pre-processing steps for the Set template data step.

    Extension data transform for the PrepareTemplatePre data transform.

    PrepareTemplatePostEXTPegaPCS-HC-USA-Work-Doc-Template

    Use this rule to add more post-processing steps for the Set template data step.

    Extension activity for the PrepareTemplatePost activity.

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