Claim Attestation Templates
Executive Summary
Claim Attestation Templates is the setup screen where administrators maintain the templates used to build claim attestation forms. A template has a name and description, a list of detail settings (fixed text, form context field tags, or a signature image) that supply the content of the form, and a list of tasks, each with the interventions that can be attested for that task. From the main list you add and delete templates and open a template to maintain its details and the interventions under each task.
Key Features
- List all claim attestation templates with their ID, name, description, discontinued flag, and who published and added them
- Add a new template with a name and description, and delete templates that are no longer needed
- Edit a template's name and description
- Maintain the template's detail settings: text values, form context field tags, or an uploaded signature image
- Review the template's tasks, grouped by category, with the number of interventions on each
- Add, edit, and delete the interventions for a task
Typical Workflow
- Click Add, enter a Name and Description, and click Save.
- Click the edit icon on the new template (or right-click it and choose Edit) to open it.
- On the Details tab, click Add to create each detail setting. Choose a Content Type of Text, Form Context Field, or Signature, fill in the value that appears, and click Save.
- On the Tasks tab, right-click a task and choose Interventions (or click the interventions icon) to add, edit, or delete the interventions for that task, then click Close.
- Use the back arrow next to the page title to return to the list of templates.
Available Permissions
The following permissions are available to be assigned to AlayaCare Roles:
| Attribute | What It Controls |
|---|
| View | Open the page, including a template's details, tasks, and interventions, and make changes |
Main Grid
The grid lists every claim attestation template (14 rows per page).
| Column | Description |
|---|
| ID | Template number. |
| Name | Name of the template. |
| Description | Description of the template. |
| Is Discontinued | Checked when the template has been discontinued. New templates are not discontinued. |
| Published On | Date and time the template was published, shown in your local time. Blank until published. |
| Published By | User who published the template. |
| Added | Date and time the template was added, shown in your local time. |
| Added By | User who added the template. |
| Manage Records | Delete and edit icons for the row. |
Actions
| Button | Description |
|---|
| Add | Opens the Report Templates dialog to add a template. |
| Edit (right-click a row, or the edit icon) | Opens the selected template. |
| Delete (right-click a row, or the delete icon) | Deletes the template after you confirm "Are you sure you want to delete this Template?". A "Template Deleted" message is shown on success, or "Delete Failed" if it could not be deleted. |
Dialog Components
Report Templates
Opens from Add.
| Field | Description |
|---|
| Name | Name of the template. |
| Description | Description of the template (multi-line). |
Click Save to add the template or Cancel to close without saving.
Claim Attestation Template
Opens when you edit a template. The top of the page shows the template's ID, Status, Name, Description, Published Date/Time, and Published By (read-only). Click Edit to change the name and description. Use the back arrow next to the page title to return to the list.
Tabs
| Tab | Purpose |
|---|
| Details | The template's detail settings. Add, edit, or delete them here. |
| Tasks | The template's tasks and the number of interventions for each. Open a task's interventions from here. |
Details — Grid
| Column | Description |
|---|
| Setting | Code of the detail setting. |
| Description | Description of the setting. |
| Content Type | Text, Form Context Field, or Signature. |
| Text Value | The text, for settings with a content type of Text. |
| FCF Tag | The form context field chosen, for settings with a content type of Form Context Field. |
Details — Grid Actions
| Button | Description |
|---|
| Add | Opens the Detail dialog to add a setting. |
| Edit | Opens the Detail dialog for the selected row. A warning "Please select a detail" is shown if no row is selected. |
| Add (right-click) | Same as Add. |
| Edit (right-click a row) | Same as Edit for the row you clicked. |
| Delete (right-click a row) | Deletes the setting after you confirm. The confirmation wording refers to deleting a "period". |
Tasks — Grid
| Column | Description |
|---|
| Category | Category the task belongs to. |
| Sequence | Order of the task within its category. |
| Task | Name of the task. |
| # Interventions | Number of interventions defined for the task. |
| Manage Records | Icon that opens the task's interventions. |
Tasks — Grid Actions
| Button | Description |
|---|
| Interventions (right-click a row, or the icon in Manage Records) | Opens the Interventions dialog for the task. |
Template (edit)
Opens from Edit at the top of the page.
| Field | Description |
|---|
| Name | Name of the template. |
| Description | Description of the template (multi-line). |
Detail
Opens from Add or Edit on the Details tab.
| Field | Description |
|---|
| Setting | Code of the setting. |
| Description | Description of the setting. |
| Content Type | Text, Form Context Field, or Signature. The field below depends on the choice. |
| Text Value | Shown for Text. The fixed text. |
| Select A Form Context Field | Shown for Form Context Field. Dropdown of the available form context fields, with a clear button. |
| Signature image | Shown for Signature. Displays the current image and lets you upload a replacement. Only .png files are accepted. |
Click Save to save the setting or Cancel to close. A newly uploaded signature image is saved when you click Save.
Interventions
Opens from the Tasks tab. Lists the interventions for the selected task (14 rows per page). Click Close when finished; the # Interventions count on the Tasks tab is refreshed.
| Column | Description |
|---|
| Intervention | Text of the intervention. |
| Manage Records | Delete and edit icons for the row. |
| Button | Description |
|---|
| Add | Opens the Intervention dialog to add an intervention to the task. |
| Edit (right-click a row, or the edit icon) | Opens the Intervention dialog for the row. |
| Add (right-click a row) | Same as Add. |
| Delete (the delete icon) | Deletes the intervention after you confirm "Are you sure you want to delete this intervention?". |
Intervention
Opens from the Interventions dialog. Shows the Task (read-only) and the Intervention text to enter or change. Click Save or Cancel.
Dependencies
The following tables must be configured for lookups on this view to work:
| Table | Description |
|---|
| FormContextFields | Fields offered in the Select A Form Context Field dropdown for detail settings. |