Business Unit Logic

When calculating the business unit for a certain transaction, the system will look at the related claim’s Service Location and Patient Location and make the following determination:

  1. If the business unit for the Service Location allocation on the Service Location is set…
    1. …to a business unit, it will select the corresponding business unit.
    2. …to “Patient Location,” then…
      • If the business unit for the Patient Location allocation on the Claim Patient Location is set up, then it will select the corresponding business unit.
      • If the business unit for the Patient Location allocation on the Claim Patient Location is not set, the transaction will be considered uncategorized.
  2. Otherwise, if the business unit for the Service Location Allocation on the Service Location is not set, the transaction will be considered uncategorized.