Claims

What is in the “Claims” section?

This section provides a summary of the organisation’s claim’s records.

Items	Descriptions
	To add a claim
	To edit a claim
	To submit or re-submit a claim
	To verify a claim
	To review a claim
	To approve a claim
	To process a claim
	To reject a claim
	To cancel a claim
	To delete a claim
	To void a claim
	To change the state of a claim
	To export the claim listing in Excel
	To save the layout, reset layout, clear filters or refresh the page
Submitted	Claim submitted to Claim Verifier for verification
Verified	Claim verified by Claim Verifier and routed to Claim Reviewer
Reviewed	Claim reviewed by Claim Reviewer and routed to Claim Approver
Approved	Claim approved and routed to Claim Processor
Processed	Claim processed for payment
Void	Claim voided
Rejected	Claim rejected
Cancelled	Claim cancelled

How do I verify a submitted claim?

1. Tick the box next to Doc No.

2. 2. Click on Verify .

3. Click Ok to confirm.

How do I reject a submitted claim?

1. Tick the box next to Doc No.

2. Click on Reject

3. Click Ok to confirm.

How do I cancel a submitted claim?

1. Tick the box next to Doc No.

2. Click on Edit.

3. Click on Cancel.

4. Click Ok to confirm.

How do I review a verified claim?

1. Tick the box next to Doc No.

2. Click on Review

3. Click Ok to confirm.

How do I reject a verified claim?

1. Tick the box next to Doc No.

2. Click on Reject

3. Click Ok to confirm.

How do I approve a reviewed claim?

1. Tick the box next to Doc No.

2. Click on Approve .

3. Click Ok to confirm.

How do I reject a reviewed claim?

1. Tick the box next to Doc No.

2. Click on Reject

3. Click Ok to confirm.

How do I process an approved claim?

1. Tick the box next to Doc No.

2. Click on Process

3. Enter Claim Process Date.

4. If to ‘Include as pay components’, tick the box next to it.

5. If to be ‘Paid to vendor’, tick the box next to it.

6. Click Ok to confirm.

How do I reject an approved claim?

1. Tick the box next to Doc No.

2. Click on Reject

3. Click Ok to confirm.

How do I void a processed claim?

1. Tick the box next to Doc No.

2. Click on Void .

3. Click Ok to confirm.

How do I export claims section in Excel?

1. Click on Excel.

2. Choose the location.

3. Click Save.