Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview


The Claim Page houses important information about the case, account holder, and is place of work for back-office users. Users land on this page either by searching for a claim or being assigned work using Get Next Work. We'll cover the tools and navigation to lay the foundation. 

Expand


Alert

The alarm bell displays important messages regarding manager approval reviews and potential claim abuse. 

Expand

Manager approval notices:


Potential claim abuse:


Actions

Users can take actions on the case using the Actions drop-down. These actions vary by configuration and where the claim is in its lifecycle. 

Expand


Case Assets Section

The Case Assets section reflects claim and account holder details which may be important to review as part of the investigation. 

Expand


Case Tools

Case Tools include a collection of tools and information that users can use throughout the lifecycle of the claim.  

Expand


Case Roll-up

The Case Roll-up is displayed at the top of the screen when viewing a case and provides users with a visual indication of where the case is in the lifecycle and what steps require action if any.  

Expand


Claim Page Tabs

Case Tabs house manual user work, the claim history, and allow users to edit the intake questionnaire. 

Expand




Key Sections


Child pages (Children Display)