MorphMorph

Approval Level Assignment

Owned by Devan Robertson
Last updated: Dec 18, 2024 by Kristafanie Somers
3 min read

Description

Details

The assignment prompts the user to review the decision that was made and perform one of the following actions.

  • Approve - This action will resume normal processing for the decision that was approved.

  • Deny - This action will require the user to provide commentary and will send the dispute back to the step where the decision was made without any further processing.  A notification will be generated to alert users to the decision and a record of the decision and commentary provided will be displayed in the Completed Actions section of the Approvals step.

 

SLA

None

Assignment Group

Manager

 

Overview

The Approval Level assignment is generated when a claim is written off, denied, or granted provisional credit and the claim or dispute is above the threshold limits set in a client’s configuration. When the configuration is enabled, a decision that requires approval is suspended until the approval assignment is worked by a manager.

 

How-To

Write Off Approval

Step 1: Click the Write Off Approval button.

Step 2: Review the Write Off Explanation.

Step 3: Determine which action should be taken by making a selection under the Decision drop-down:

  1. Approve - This option approves the write off, which will kick off the lettering and Accounting adjustments.

  2. Deny - This option denies the write off, which will move the claim back into the assignment flow. The assignment will not route back to the original user.
    Note: Comments will need to be added for why the write off is being denied.


Step 4: Click the Apply button.

Step 5: Click the Process Actions button.

 

 

Deny Approval

Step 1: Click the Deny Approval button.

Step 2: Review the Reason for Denial.

Step 3: Determine which action should be taken by making a selection under the Decision drop-down:

  1. Approve - This option approves the denial, which will kick off the lettering and Accounting adjustments.

  2. Deny - This option denies the denial, which will move the claim back into the assignment flow. The assignment will not route back to the original user.
    Note: A Deny Approval Denied Reason will need to be selected from the drop-down. Comments will need to be added.

Step 4: Click the Apply button.


Step 5: Click the Process Actions button.

 

 

Provisional Credit Approval

Step 1: Click the Provisional Credit Approval button.

 

Step 2: Review the details provided.

Step 3: Determine which action should be taken by making a selection under the Decision drop-down:

  1. Approve - This option approves the provisional credit, which will kick off the lettering and Accounting adjustments.

  2. Deny - This option denies the provisional credit, which will move the claim back into the assignment flow. The assignment will not route back to the original user.
    Note: Comments will need to be added.

Step 4: Click the Apply button.

Step 5: Click the Process Actions button.

 

 

Details of the approval assignment outcome can be found in the Decision Approvals node under the Completed Actions section. 

 

The dispute-level audit reflects approval decisions.

 

In the event of a decision denial, the Alerts alarm bell will present a notification.Â