Telus TPM Documentation
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Deduction Matching
The Deduction Matching screen is used to match claims to deductions. Select Match Deductions from the Deduction menu to access this screen.
The File Load and File Received Date display at the top of the grid noting the most recent file dates.
General Info
The screen is broken out into 3 separate grids: Claims, Deductions, and Deducted Claims.
In each grid, all columns can be filtered by entering data into the text box at the top of the column. Enter the text and click Enter to filter the data – this will also update the corresponding count on the tab as well as any totals at the bottom of that grid. To clear a filter, delete the text in the filter and click Enter.
Slide the vertical grid bar to expand/collapse the Claims and Deduction grids.
Claims
When a deduction row is selected, the Claims grid is populated with Probable Matches.
Each claim row is given an Score which ranks the matched criteria for the claim in order of most to least likely a match based on the following:
1. When the deduction number matches the invoice deduction number hint, add a score of 2.
2. When the case-insensitive deduction distributor invoice number is CONTAINED inside the invoice number, add a score of 2.
3. When the deduction distributor invoice number matches invoice deduction number hint, add a score of 1.
4. When the deduction company is the same as the invoice claimant, add a score of 1.
5. When the difference between the deduction amount requested and the invoice amount requested is less than 1 cent, add a score of 1.
The above rules are summed into a final 'score' for a claim. The first 1000 (or less) claims from highest score to lowest score will be returned.
To search for claims, click the Fetch Claims button.
Enter search criteria and click Fetch.
The claims meeting the search criteria will be returned in the Claims grid.
The Tolerance fields can be used to search the Amounts within a certain dollar amount. So if the Invoice Amount Requested is $100.00 and $5.00 is entered in the tolerance field, this will return all claims with an Invoice Amount Requested between $95.00 and $105.00.
The Invoice Deduction Number Hint performs a contains search on the Deduction Hint field on the claim header.
Auto clear will remove all search criteria when the window is closed. If the box is not checked, the next time the window is opened it will show the same criteria previously searched.
Deductions
This grid displays all deductions with an Active State of Open by default. For additional information on the deduction states please see the Deduction State Definitions section in the Help Documentation.
There is a Deduction Label column in the Deductions grid. This column can be manually updated to indicate additional information about the deduction/claims. The label of None is the default label. Other options are: Backup Received, Backup Missing, Not Paid at GoSimple, Claim(s) on HOLD, Rebillable, Backup Requested, and Rebill Sent.
There is also an option to add Deduction Comments to the Deductions grid.
Deducted Claims
When a deduction row is selected (highlighted) in the Deductions grid, the matched Deducted Claims display in this grid.
Steps to Match or Un-Match a Claim to a Deduction:
1. Select a deduction row.
2. Search for claims then click Match on the Claim row to assign it to the selected deduction. If matching multiple claims to a deduction and one of the claims is for a negative amount, match the negative claim first.
3. View the matched claim in the Deducted Claims grid.
4. To Un-Match a claim from a deduction, click the Remove button on the claim row in the Deducted Claims grid.
The Auto Match process does not run when a user is in the Match Deductions screen. To run the Auto Match process while in the deduction screen, click the Auto Match button.
The Deduction Matching screen can auto-set Deduction Labels based on Deduction State Changes.
Clicking the Deduction Maintenance button at the bottom of the screen will perform the following updates:
Deduction state changes to cleared - deduction label updates to None
Deduction state changes to balanced - deduction label updates to None
Deduction state changes to complete – deduction label updates to Rebillable UNLESS all claims tied to the deduction are rejected for the reason of Not paid at GoSimple then the label is updated to Not Paid at GoSimple.
Exports
Each grid can be exported by clicking the corresponding Export button.
Deduction Report
In the Reporting Menu, select Deduction then Deduction Report.
To begin, click Generate or press Enter.
The grid will be populated with report data.
To export the report, click the Export button.
Note: Only one user can be in the Match Deductions screen. Please remember to close the window after working the deductions.
