This section provides information on Claim Submission. Only users with submission permissions can access this section.
The he Claim Submission feature is a fundamental part of the Claimant section in the Claim Applet. This section allows users to create and submit claims with all necessary details to ensure accurate processing. It caters to individual claim management needs and includes options for splitting claims, adding supporting documents, and managing claim statuses.
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The Claim Submission process ensures that all claims are documented systematically and submitted with the required information, enabling a smooth review and approval process. This feature reduces errors, improves efficiency, and enhances accountability within the organization.
To access the Claimant section, navigate to the side menu in the Claim Applet and hover over My Claim. You will be greeted with the claim submission interface. The next image will illustrate the elements on the main page.
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Claimant: This section allows users to view their claims, create new claims, submit, and split claims. It includes the following subsections:
o My Claim: This section is dedicated to individual claim management. Users can submit new claims, split claims, check the status of pending claims, and review past claims.
o Line Reports: Provides a detailed breakdown of the claims submitted in a dashboard for better visibility and tracking. Users can view all their created claims with details like claim ID, type, status, amount, date, and receipt status, with search, filters
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To understand the Claim Submission:
Claim List Panel: Displays all existing claims with their status, helping users track and manage ongoing or past claims at a glance.
Add New Claim Button: Positioned prominently, this button initiates the process of creating a new claim, ensuring that the workflow starts seamlessly.
Interactive Filters and Search: Simplifies navigation by allowing users to locate specific claims using filters such as status, dates, or keywords.
The interface is designed to guide users intuitively, ensuring they can efficiently input and track claim-related information. This process is structured to ensure all claims are submitted with clarity and supporting documentation to avoid processing delays.
Why Go Through This Process?
This process plays a critical role in maintaining smooth operations within the organization, ensuring that employees are reimbursed correctly and supervisors have the tools needed to oversee and manage claims effectively. The following sections will elaborate further on advanced features like splitting claims and managing claim lines.