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Manage Currency Codes

Use currency codes to calculate exchange rates to process claims billed in foreign currencies. On the Currency Codes screen, create currency preferences to use in other processes.

Go to: Home > Codes and Criteria > General > Currency Codes

* indicates a required field

Field Description
Currency Code A user-defined code for the currency type. Enter up to three (3) characters.
Description The currency represented by the code. Enter up to 20 characters.
Rounding Method

The rounding method for the currency code:

  • U—Round up to the nearest penny.
  • D—Round down to the nearest penny (the default).
  • N—Normal rounding. $0.005 to $0.0099 rounds to $0.01 and $0.0001 to $0.0049 rounds to $0.00.

Add a Currency Code

  1. Click .
  2. Enter a name for the currency code and click .

  3. Enter an optional description for the code.
  4. At Rounding, select the method for rounding the currency.

  5. Click Save icon to save.

Update a Currency Code

  1. Select the currency code to update from the list.
  2. Edit the Description or Rounding information.

  3. Click Save icon to save.

Delete a Currency Code

  1. Select the currency code to delete from the list.
  2. Click .
  3. At the message "Are you sure you want to delete this Code?" click .

  4. The currency code is deleted from the list.

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