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Manage Claims

What is in the “Manage Claims” section?

This section is for managers to verify, review, approve, process, void, reject or cancel claims.

analyties

ItemsDescriptions
analytiesTo edit a claim
analytiesTo change the state of a claim
analytiesTo verify a claim
analytiesTo reject a claim
analytiesTo cancel a claim
analytiesTo review a claim
analytiesTo approve a claim
analytiesTo process a claim
analytiesTo void a claim
analytiesTo export the claim listing in Excel
analytiesTo save the layout, reset layout, clear filters or refresh the page
SubmittedClaim is submitted to Claim Verifier for verification
VerifiedClaim is verified by Claim Verifier and routed to Claim Reviewer
ReviewedClaim is reviewed by Claim Reviewer and routed to Claim Approver
ApprovedClaim approved
ProcessedClaim processed for payment
VoidClaim voided
RejectedClaim rejected
CancelledClaim cancelled

How do I verify a submitted claim?

1. Tick the box next to Doc No

2. Click on Verify analyties.

3. Click Ok to confirm.

How do I reject a submitted claim?

1. Tick the box next to Doc No.

2. Click on Reject analyties.

How do I cancel a submitted claim?

1. Tick the box next to Doc No.

2. Click on Cancel analyties

How do I review a verified claim?

1. Tick the box next to Doc No

2. Click on Review analyties

3. Click Ok to confirm.

How do I reject a verified claim?

1. Tick the box next to Doc No.

2. Click on Reject analyties .

How do I approve a reviewed claim?

1. Tick the box next to Doc No.

2. Click on Approve analyties .

3. Click Ok to confirm.

How do I reject a reviewed claim?

1. Tick the box next to Doc No.

2. Click on Reject analyties .

How do I process an approved claim?

1. Tick the box next to Doc No.

2. Click on Process analyties

3. Enter Claim Process Date.

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

analyties

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

analyties

6. Click Ok to confirm.

How do I reject an approved claim?

1. Tick the box next to Doc No.

2. Click on Reject analyties.

How do I void a processed claim?

1. Tick the box next to Doc No.

2. Click on Void analyties .

How do I export manage claims section in Excel?

1. Click on Excel. analyties

2. Choose the location.

3. Click Save.

← Manage LeavesManage Appraisals →
  • What is in the “Manage Claims” section?
    • How do I verify a submitted claim?
    • How do I reject a submitted claim?
    • How do I cancel a submitted claim?
    • How do I review a verified claim?
    • How do I reject a verified claim?
    • How do I approve a reviewed claim?
    • How do I reject a reviewed claim?
    • How do I process an approved claim?
    • How do I reject an approved claim?
    • How do I void a processed claim?
    • How do I export manage claims section in Excel?
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