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Approval Methods
There are two ways to approve claims:
Mass Approve
Individual Approve
Mass Approve
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When to Use:
When reviewing multiple claims at once.
For claims that are straightforward and do not require detailed review.
Steps:Navigate to the Pending Approvals page from the Supervisor section.
Select multiple claims by checking the check-boxes beside each claim.
Click the Approve button on the top-right corner.
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Individual Approve
When to Use:
When claims require detailed review and validation.
For claims marked as "Flagged" (highlighted in red) that need extra scrutiny.
Flagged vs. Non-Flagged Claims:
Click inside the claims from the list
Check and validate the claim information,
Click on the ‘Approve’ button on the top right corner.
| Info |
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Upon expanding the review level, there are two sub-categories which are ‘Flagged’ and ‘Not Flagged’. ‘Flagged’ claims will be highlighted in red. |
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Flagged Claims: Marked in red, these require additional attention due to potential errors or missing information.
Non-Flagged Claims: Standard claims without any issues, suitable for mass approval.
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Steps:
a. Navigate to the Pending Approvals page.
b. Click on the claim you wish to review from the list. This will open the Claim Details pane.
c. Review the claim information thoroughly, including supporting documents and history.
d. Click the Approve button on the top-right corner of the screen.
Next know how to Reject Claims