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The submission process validates the entered data, checks for missing information, and ensures compliance with organizational policies. Any discrepancies will be flagged, allowing users to correct errors before submission.
On the left sidebar, select the "Claimant" tab to access your claim listings.
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Submitting claims is essential for:
Approval Workflow: Initiating the review and approval process by the designated approvers or supervisors.
Record Management: Officially documenting the claim in the system to ensure it is tracked and auditable.
Reimbursement Processing: Beginning the process of reimbursing the claimant once approvals are completed.
How to Submit Claims
The following steps outline the claim submission process in detail:
Review Claim Details:
Ensure all claim lines are complete and accurate.
Verify that receipts have been uploaded, and auto-populated fields (e.g., SST Amount, Claim Amount After SST) are correct.
Save Changes:
Click the Update button to save all changes made to the claim.
Ensure there are no pending validations or errors before proceeding.
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Submit Claim:
From the claim listing table, select the claim you wish to submit by clicking on the row.
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Click the Submit button located at the top right
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corner of the interface.
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The system will perform a final validation check to ensure all fields are complete and compliant with company policies. |
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Draft vs. Temp Status: Only claims in Draft status can be submitted. Claims
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in Temp
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status cannot be submitted because they are incomplete or have validation issues. For example:
If
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- If all claims
a claim has both Draft and Temp lines, only the Draft lines will be submitted.
If all lines are in Temp status, an error will appear, preventing
submission. Users must address the issues in Temp lines to proceed.
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A message will appear stating, "Submitted claims can't be edited anymore." Click Yes to proceed.
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Claim Submitted: After submission, a green message will appear at the top of the screen confirming,
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Success "The claim is submitted." |
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Claims cannot be edited once submitted. Ensure all details are correct before finalizing the submission. |
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An acknowledgment message will confirm that the claim has been successfully submitted. |
Once submitted, the claim status will change from Draft to Submitted in the Claim Header.
By following these steps, users can ensure their claims are submitted accurately and efficiently, minimizing delays in processing and reimbursement.