Changing the Contract for a Non-Coverage Gap Submission

Overview

Note: Changing the Contract ID is only available for standard (non-coverage gap) Submission. It is not available for Coverage Gap Submission.

For some standard Submissions, the utilization line may contain items for multiple Contracts. If this is the case, you can create a Submission, including the utilization file, validate it against one Contract, and then later change the Contract details of the Submission and re-validate it. The Validata application allows the Validation Analyst to change the Contract at the Submission header and select line levels within the Submission.

Notes:

• When the Validation Analyst changes the Contract details at the Submission header level, the change encompasses all lines within the submission and supersedes any previous line-level contract changes. For information about changing the Contract for a Submission Header, see Change Contract at Submission Header Level.
• When the Validation Analyst changes the Contract details at the Submission line level, the change is only reflected at the selected line level. For information about changing the Contract for a Submission Line Level, see Change Contract at Submission Line Level.
• When a Contract is changed, the Submission must be re-validated. For more information about validating a Submission, see Validating a Submission.
• For the migrated Submission from a version before Fall 2023 to Fall 2023 or later releases, update Contract ID is not supported.

Change Contract at Submission Header Level

Do one of the following to Change the Contract details at the Submission header level:

1. Within the Submission details page, click Manage Details.
2. In the Contract Details section, the current Contract details are displayed. 
3. The Search contract to add contract details search bar allows the Validation Analyst to search and select a Contract. 
   Note: The contracts search options are limited to the Contracts only for the selected Customer. When the Analyst selects a different Contract, all contract-related fields except the Customer Name and Customer ID are changed per the newly chosen Contract.
4. Select the Contract and click Save.
5. The following confirmation message is displayed.
   
6. Click Yes to proceed.

or

1. Click the ellipses or three dots (…) notation and select the Change Contract option.
   The Change Contract window is displayed.
2. The current selected Contract's ID and Name are displayed in the table.
3. The Search contract to add contract details search bar allows the Validation Analyst to search and select a Contract.
   Note: The contracts search options are limited to the Contracts only for the selected Customer.
4. Select the Contract and click Save.
5. The following confirmation message is displayed.
   
6. Click Yes to proceed.

Change Contract at Submission Line Level

1. Navigate to Submission > Line Level Details tab.
2. On the Line Level Details list table, select one or more than one line for which you want to change the Contract.
3. Click the Change Contract button.
4. The current selected Contract's ID and Name are displayed in the table.
5. The Search contract to add contract details search bar allows the Validation Analyst to search and select a Contract.
   Note: The contracts search options are limited to the Contracts only for the selected Customer.
6. Select the Contract and click Save.
7. The following confirmation message is displayed.
   
8. Click Yes to proceed.