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The Claim Lines Tab allows users to view, manage, and take actions on all claims within a specific claim cycle. This tab is essential for validating and processing claims before they move to further stages.
How to Access the Claim Lines Tab
From the Claim Cycle Listing page, select the claim cycle you wish to manage.
Navigate to the Claim Lines Tab within the Claim Cycle Edit panel.
Features of the Claim Lines Tab
Grouped by Review Levels:
Claims are organized based on review levels (e.g., Level 1, Level 2, etc.).
For example, if the claim has been reviewed and approved by an approver with 2nd review level, the claim will be grouped under ‘Reviewed by Level 2’. From there, approver with review level 3 and above can proceed with the claim review.Users can expand each review level to see claims grouped as "Flagged" or "Not Flagged."
Flagged claims are highlighted in red for easy identification.
Review Levels:
There are four levels: Review Level 1, Level 2, Level 3, and Level 4.
Claims reviewed and approved by higher levels are grouped accordingly, and the next approver must validate them before proceeding.
Shown below in the screenshot is an example where the claim is reviewed by Level 4:
Only claims fully reviewed by Level 4 approvers will be processed into Checking Reports.
Upon expanding the review level, there are two sub-categories which are ‘Flagged’ and ‘Not Flagged’. ‘Flagged’ claims will be highlighted in red, they normally will have criteria as listed below:
Flagged Claims Criteria:
Document date, claim amount, or receipt number has been amended.
Duplicate attachments detected across other claims.
Actions Available
There are two primary actions users can perform under this tab:
1. To Approve a Claim
Mass Approve:
Select all claim lines you wish to approve by checking the corresponding boxes.
Click the Approve button.
Individual Approve:
Click on a specific claim line to view its details.
In the Claim Line Details panel, click the Approve button on the top-right corner.
2. Claim On-Hold
If a claim requires further review or clarification, it can be placed on hold.
Steps to Place a Claim On-Hold:
Select the claim line from the list.
Click the On-Hold button in the top-right corner of the panel.
Enter a remark or upload an attachment explaining the reason for the hold.
Click Submit to finalize the action.
Impact:
Claimants will see the on-hold status along with the remarks or attachments provided.
By utilizing these actions, users ensure all claims are thoroughly reviewed and processed according to organizational standards.
