SAP ABAP IMG Activity SIMG_CFMENUNMO3ON32 (Configure Copayment)
Hierarchy
☛ BBPCRM (Software Component) BBPCRM
   ⤷ CRM (Application Component) Customer Relationship Management
     ⤷ CRM_APPLICATION (Package) All CRM Components Without Special Structure Packages
       ⤷ NBAS (Package) Appl. development Hospital System master data, catalogs
IMG Activity
ID SIMG_CFMENUNMO3ON32 Configure Copayment  
Transaction Code S_KK4_74000084   IMG Activity: SIMG_CFMENUNMO3ON32 
Created on 19990816    
Customizing Attributes SIMG_CFMENUNMO3ON32   Configure Copayment 
Customizing Activity SIMG_CFMENUNMO3ON32   Configure Copayment 
Document
Document Class SIMG   Hypertext: Object Class - Class to which a document belongs.
Document Name SIMG_CFMENUNMO3ON32    

This IMG activity tells you the settings you have to make to enable copayments to be posted automatically from the IS-H System.

On the one hand, you have to declare settings you have already made in Financial Accounting (FI) to the IS-H System.

You also have to set parameters that determine how the IS-H System is to make postings in Financial Accounting.

You make a number of settings irrespective of the copayment procedure. These parameters are located in the Global Parameters group box. Other settings refer to the respective copayment procedure. These parameters are located in the Collection Procedure and Receivable Procedure group boxes.

Requirements

Before proceeding, determine whether the receivable procedure and/or the collection procedure is relevant in your institution.

You should start by making the settings in Financial Accounting.

This involves defining:

Note that the transactions defined in Financial Accounting must have the correct properties (e.g. document type and posting key) and should be used exclusively for copayment.

For more information about the settings required in Financial Accounting, refer to the financial accounting part of the Implementation Guide entitled SAP Healthcare - Core Components (FI, CO, MM).

Define Special G/L Transactions

If copayment is to be performed in your institution using the collection procedure, you require two special G/L transactions:

  • One for the copayment request
  • The other for the copayment made

You define a special G/L transaction by

  • Assigning a special G/L indicator
  • Defining an alternative reconciliation account
  • Maintaining properties
  • Maintaining transaction types
  • Maintaining posting keys

To define the copayment special G/L transaction, proceed as follows:

  1. Do not flag any of the checkboxes in the Properties group box.
  2. Select the transaction type Others.
  3. Assign a Debit and Credit Posting Key
  4. Maintain the Alternative Reconciliation Account.

For more information about this, refer to the section entitled Other Special G/L Transactions in the Financial Accounting Implementation Guide.

Define Posting Keys

If copayment is to be performed in your institution using the receivable procedure, you require four posting keys:

  • A debit posting key for posting the receivable
  • A credit posting key for reversing the receivable
  • A credit posting key for the copayment credit memo
  • A debit posting key for reclaiming the copayment credit memo.

Flag the Sales-Relevant checkbox for all posting keys, and choose the account type Customer.

When maintaining the field status, keep in mind that the system cannot post copayment automatically if you

  • Hide fields that are filled by the transaction
  • Define fields that are not filled by the transaction as required entry fields.

Make sure that the posting keys are used exclusively for copayment.

If copayment is to be performed in your institution using the collection procedure, you require the following posting keys:

  • A debit posting key for the copayment request or copayment (special G/L transaction)
  • A credit posting key for reversing the copayment request or copayment (special G/L transaction)
  • A credit posting key for posting a copayment credit memo to the insurance provider's account
  • A debit posting key for reversing the copayment credit memo.

Flag the Special G/L checkbox for the posting keys for posting and reversing a copayment request or copayment. Choose the account type Customer for all posting keys.

When maintaining the field status, keep in mind that system cannot post copayment automatically if you

  • Hide fields that are filled by the transaction
  • Define fields that are not filled by the transaction as required entry fields.

Make sure that the posting keys are used exclusively for copayment.

Recommendation

If possible, do not change the field status.

For more information about this, refer to the section entitled Define Posting Keys in the Financial Accounting Implementation Guide.

Global Settings

The Global Settings group box contains parameters that are independent of the copayment procedure:

  • Value Date
  • Due Date

These date fields are filled by the IS-H System. You can decide which date is to be used from among the following options:

  • Date relative to the admission date
  • Date relative to the discharge date
  • Date relative to the system date

If you do not maintain a rule, the system uses the date from the transaction.

Flagging the No Asgmt to G/L Acct.Line Item checkbox prevents the Assignment field in the G/L account line item being filled with the case number when the copayment made is posted.

This option can be useful if the copayment is posted via a clearing account that is to be cleared automatically.

If you flag this checkbox, the Assignment field in the G/L account line item of the copayment document is filled in accordance with the FI Customizing settings (e.g. with the document date). As regards the customer line item, the Assignment field must be filled with the case number from the IS-H System in order to retain the reference of the copayment to a case.

In the Bank Post. Key field, you enter the posting key that is to be used for the G/L account line item when posting the copayment made (e.g. 40).

If you want to set a particular dunning area for the copayment document, you specify this in the field with the same name.

In the Tax Code field, you specify a tax code that is to be used for the copayment. Since copayment is usually non-taxable, you can also leave this field blank. If the G/L account requires you to specify a tax code, you can enter a tax code that does not calculate any tax (e.g. A0).

You can predefine the document header text by entering the required text in the Doc. Header Txt field.

You can either predefine the document line item text, or control it using formatting variants. If you want to use a constant text, enter it in Line Item Text field.
The following formatting variants exist:

  • =P1 for patient's name and birthdate
  • =P2 for last name, first name, birthdate and admission date
  • =P3 for '*', last name, first name, birthdate and admission date

You can define your own formatting routines as follows:

  • Z_..., for example Z_POSTING_STRING

Note that the function module must use the following interface:

Import Parameters:

  • EINRI reference structure TN01-EINRI - institution
  • FALNR reference structure NFAL-FALNR - case number
  • PATNR reference structure NPAT-PATNR - patient number

Export Parameter:

  • POSTEXT reference structure BSEG-SGTXT - formatted line item text

In the Document Type field, you specify the document type that is to be used for posting the copayment made. You can change this document type during copayment processing and define it on a user basis via user parameter NBZ.

Note

You should define separate document types for the copayment, credit memo and transfer posting. You need a different document type at least for the copayment and the transfer posting, since otherwise the copayment program cannot differentiate between a copayment reversal and a transfer posting.

In the Bank Account field, specify the G/L account the system is to use when posting the copayment, provided you have not specified an alternative bank account in the application. You can maintain settings on a user basis via user parameter NBK.

In the Max. Diff. field, you can decide the maximum difference allowed between the copayment request and the copayment made before a new request with the difference amount is to be posted. If the difference between the copayment request and the copayment made exceeds the value specified in this field, the system displays a dialog box asking you to confirm whether a new request should be posted.

Collection Procedure

You make settings for the collection procedure in the Collection Procedure group box.

In the Copayment Made group box, enter the special G/L indicator in the Sp. G/L Indic. field and both posting keys in the Debit Post. Key and Cred. Post. Key&#x

Business Attributes
ASAP Roadmap ID 204   Establish Functions and Processes 
Mandatory / Optional 1   Mandatory activity 
Critical / Non-Critical 1   Critical 
Country-Dependency E   Invalid for countries specified 
Customizing Attributes Country Key Country Name
SIMG_CFMENUNMO3ON32 NL Netherlands
Assigned Application Components
Documentation Object Class Documentation Object Name Current line number Application Component Application Component Name
SIMG SIMG_CFMENUNMO3ON32 0 I010004223 Copayment 
Maintenance Objects
Maintenance object type C   Customizing Object 
Assigned objects
Customizing Object Object Type Transaction Code Sub-object Do not Summarize Skip Subset Dialog Box Description for multiple selections
V_TN22R V - View ON33 0000000001 Configure Copayment 
History
Last changed by/on SAP  19990816 
SAP Release Created in