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Review Setting in Claim Cycle Applet

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Review Setting in Claim Cycle Applet

The Reviewer Setting enables administrators to define and manage review levels for claims. This ensures claims are reviewed and approved systematically based on the organizational hierarchy.

Features:

  1. Entity Selection

    • Displays a list of entities or companies.

    • Allows administrators to select an entity to configure its reviewers.

  2. Reviewers List

    • Displays all reviewers associated with the selected entity.

    • Columns include:

      • Employee Name

      • Approval Level

      • Is Final Approval Level

      • Status

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How to Configure:

  1. Add a Reviewer:

    • Select an entity from the list.

    • Click the ‘+’ button; a window will slide in from the right.

    • Search or select the employee’s name.

    • Choose an Approval Level from the dropdown.

    • If applicable, check Is Final Approval Level.

    • Click Save to add the reviewer.

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Modify a Reviewer’s Approval Level:

  1. Select an entity and click on the reviewer’s name.

  2. Update the approval level or change the Is Final Approval Level option.

  3. Click Save to confirm changes.

Remove a Reviewer:

  1. Select an entity and locate the reviewer in the list.

  2. Click the red Delete button.

  3. Confirm the action to remove the reviewer.

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