Creating a Pricing Policy - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Configuration-Standard-Mode/Configuring-ROI/Configuring-Pricing-Policies/Creating-a-Pricing-Policy - 2023-12-11

Release of Information (Unity)
Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

A pricing policy determines how requests are priced based on facility requirements. Each facility can have its own set of pricing policies.

Each pricing policy can include several rules. For example, a pricing policy for insurance-related requests may include the following:

  • A clerical fee of $20

  • $1.25 per page for pages 1-10

  • $0.65 per page for pages 11-50

  • $0.25 per page for pages 51+

Notes on documents may contribute to the overall page count of a request packet. If a document contains notes, the notes are printed on a separate page following the document. Notes are not printed if they belong to a Note Type that uses the Never Print on Document setting.

To create pricing policy:

  1. In the Configuration module, select Medical | Release of Information | Pricing Policy. The Pricing Policy Configuration dialog box is displayed.
  2. Enter a name for the pricing policy.

    For example, if the pricing policy should always be applied to a specific Request Type, assign it the same name as the Request Type.

    Note:

    After a pricing policy is created, it cannot be deleted.

  3. Click Create. The Pricing Policy Rules dialog box is displayed.
  4. Enter a Description for the pricing policy.
    The description may provide general notes about the rules in the pricing policy, the facilities the policy should be applied to, and the Request Types using the policy.
  5. Click the Create Rule button. The Configure Pricing Rule dialog box is displayed.
  6. Enter a Name for the rule.
    Rule names are displayed in the invoice for the request, so their names should be simple and intuitive. For example, if you have multiple rules within a policy, consider naming them according to their page ranges (Release Pages 1-50, Release Pages 51-100, etc.).
  7. Enter the criteria for the rule. The following table describes how to set up a rule to achieve a specific result.

    Result

    Setup

    No Fee

    No fee is charged for the request.

    • Select Flat Fee.

    • Leave the Price, Start Page, and End Page fields blank.

    Flat Fee for Each Request

    The price is applied as a single charge for each request. Additional rules can be created to add a per-page cost.

    • Select Flat Fee.

    • Enter the flat fee in the Price field. Leave the Start Page and End Page fields blank.

    Flat Fee for a Page Range

    The price is applied as a single charge for the specified page range.

    • Select Flat Fee.

    • Enter the fee in the Price field.

    • Enter the first page in the page range in the Start Page field.

    • Enter the last page in the page range in the End Page field.

    Per-Page Cost for a Page Range

    The price is charged for each page in the specified page range.

    • Select Per Page.

    • Enter the per-page cost in the Price field.

    • Enter the first page in the page range in the Start Page field.

    • Enter the last page in the page range in the End Page field. Leave the End Page field blank if the per-page cost should be applied to all pages following the Start Page.
    Note:

    Page ranges cannot overlap within a pricing policy. For example, if Rule 1 is applied from pages 1 to 50, Rule 2 must start at page 51.

  8. Click Save.
  9. Create additional rules as needed.

    To edit an existing rule, from the Pricing Policy Rules dialog box, select the rule from the Rules list and click the Edit button.

    To delete a rule, from the Pricing Policy Rules dialog box, select the rule from the Rules list and click the Delete button.

  10. When you have successfully created the rules for the pricing policy, from the Pricing Policy Rules dialog box, click Save.