3.2.1 To Approve Claims
Currently there are two ways to approve claims:
Mass Approve
Individual Approve
Mass Approve
You can click on all the claims’ checkboxes in the list view, and click on the ‘Approve’ button on your top right corner. Where you can select many and approve once.
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Individual Approve
Click inside the claims from the list
Check and validate the claim information,
Click on the ‘Approve’ button on the top right corner.
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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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The Claim Approval Process is a critical component of the claims workflow, ensuring that all submissions are reviewed and validated by authorized personnel. This process guarantees compliance with organizational policies, transparency, and accountability. Supervisors play a vital role in approving or rejecting claims submitted by employees.
This section explains when and how supervisors should approve or reject claims, along with the tools available for efficient claim management.
Why the Claim Approval Process is Important
Ensures Accuracy: Supervisors validate the claim details to prevent errors.
Policy Compliance: Claims are reviewed against organizational policies to ensure compliance.
Transparency: All actions taken on claims are logged, ensuring accountability.
Reimbursement: Approval moves the claim closer to reimbursement, benefiting employees.
When to Use the Claim Approval Process
Supervisors should use this process when:
They are notified of new claims requiring their review.
They need to validate flagged claims that require additional scrutiny.
They are responsible for ensuring claims adhere to company policies before final approval.
The next sections will cover:
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