Add discrepancies to an existing dispute

You can associate discrepancies to a dispute either from the Dispute Management or dispute discrepancies directly from the Discrepancy Tracker grid.

From Dispute Management:

  1. Go to click Inventory > Billing Center > Dispute Management.
  2. Click on a dispute entry from the Dispute Management grid.
  3. Add a discrepancy by one of the following ways:
    • Append:
      1. Click Action.

      2. Select Append. A pop-up opens with a list of all Discrepancies.

        The list should exclude any Discrepancies already included on any Dispute that has not been Completed or Canceled for the Dispute Invoice period and Discrepancies that have the status Fixed.

      3. Search for the service to add.
      4. Select the service.
      5. Click Apply.

    • Click Add Details.

      Note: Only available when there are no Discrepancies associated to the Dispute

    • Click View Claims > Append.

      Note: Only available when the Dispute is status "Pending", otherwise it is hidden

  4. On the Dispute Overview Tab, the Dispute Cost Details displays the Total One-Time and Total Recurrent Savings amounts.

From Discrepancy Tracker:

  1. Go to Inventory > Discrepancy Tracker.
  2. Click the expand arrow next to the pattern. A list of all the services included in the selected pattern opens.
  3. Click on the service entry. The Discrepancy Details page opens. The information consists of an overview, where all the discrepancies associated with it appear, as well as a history section which highlights both analysis and discrepancies known to date.
  4. Click Actions. A drop-down menu opens.
  5. Select the action type you want to perform from the menu.
  6. Select Dispute from the actions drop-down menu. A pop-up opens.

  7. Fill in the following fields:

    • Title of the dispute
    • Invoice Period
    • Provider
    • Reason (Same reasons as discrepancies)

    • Comment

  8. Click Apply. You'll see the following message at the top of the screen: The Dispute has been successfully created.
    The message disappears after a few seconds and you'll be redirected to the Overview tab of the Dispute record.