This section provides information on Claim Submission. Only users with submission permissions can access this section.
The 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.
Purpose
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.
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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
o Engagement Report: Provides users with access to all engagement report listings. Users can filter reports by selecting a claimant, one or more companies, job groups, a specific time period, and final approval dates. Additionally, users can export reports for further analysis or record-keepinginitiate a claim, users must first access the My Claim page located in the Side Menu under the Claimant category. This is the starting point for creating and managing individual claims.
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.
Introducing the Submission Process
In the following sections, we will dive into the details of the Claim Creation process. Each step will be explained thoroughly, ensuring that users understand how to:
Initiate and organize their claims.
Add accurate claim details and supporting documents.
Review their submissions for errors before forwarding them for approval.
Leverage advanced tools like claim splitting and line management for specific scenarios.