Through the Claims Status sub-module you are able to view a list of the claims or claimants status history and change their status manually (Open, Closed, Rejected, On-hold or Old).

 

To view the claims and claimants status history you need to go through the following:

 

Ø  Search for the required claim by going through the following steps:

§  Select the Branch;

§  Select the Insurance Class from a list that was previously defined through the Products page;

§  Select the Policy Type. Note that the policy types are filtered according to the insurance class selected;

§  Select the Document No. from a list of predefined policies. Policies can be defined through the Policies page;

§  Select the Claim Number. Note that claim numbers will be filtered according to the policy selected;

§  Select the Claim Status (Open or Closed);

§  Select the Agent Name ;

§  Click  to view results, accordingly, a list of all claims matching your selecting criteria will be listed in the Claims List block;

§  Or the claim details will be automatically appear based on claim number created/selected at claim entry;

§  Click on the claim needed. Accordingly, the claim status history will be displayed in the Claim Status History block;

§  Select the history record you want. You can either edit the Status Date or change the claim status;