The Engagement Applet is a centralized tool designed to manage engagement roles and responsibilities within an organization. It serves as a critical component for defining roles, ensuring proper assignment of tasks, and facilitating collaboration across teams. This applet is particularly significant as it links directly to the E-Claim Module, ensuring a seamless process for claim approvals and financial accountability.
This section provides information on Engagement management. Note that only employees that are managers and above, and practice admin are allowed to access this section.
Importance of the Engagement Applet
Role Management: Ensures the correct assignment of engagement roles to employees, enhancing accountability.
Collaboration: Streamlines communication and collaboration by clearly defining roles.
E-Claim Integration: Provides a structural backbone for claims processing by linking roles to specific responsibilities and approvals.
Example Use Case
A Practice Admin sets up roles for a new engagement:
A new project requires defining engagement roles to streamline task delegation and claims management.
Action: The Practice Admin assigns an Engagement Manager and Director while marking certain roles as non-applicable.
Outcome: These roles automatically integrate with the E-Claim Module, ensuring only authorized individuals manage and approve claims.
Engagement Applet Overview
Features of the Engagement Applet
Engagement Listing:
Displays all active and historical engagements within the organization.
Includes details like Engagement Name, Entity Name, and Created/Modified dates for traceability.
Setup Engagement Roles:
Define specific roles, such as Engagement Manager or Engagement Director.
Mark roles as "Non-Applicable" when not required for a particular engagement.
Add employees to roles through a simple dropdown selection, ensuring accurate role assignment.
Linkage to E-Claim:
Assigning roles in the Engagement Applet directly impacts the approval hierarchy in the E-Claim Module.
Ensures only authorized personnel can approve or manage claims.
Workflow for Setting Up Engagement Roles
Access Engagement Listing:
Navigate to the Engagement Listing page, which shows all existing engagements.
Select Engagement:
Click on the desired engagement to open its details.
Assign Roles:
Scroll to the 'Engagement Role' section to assign roles.
Use the dropdown to select employees for each role.
Mark roles as non-applicable if they are not required for the engagement.
Save Changes:
Once roles are assigned
Conclusion
The Engagement Applet is a foundational tool for managing organizational roles and ensuring seamless integration with the E-Claim Module. Proper role management not only enhances collaboration but also ensures the smooth functioning of related systems like claims processing. This applet builds upon the foundation laid by the Claim Cycle Applet, advancing the capabilities of the E-Claim Module and setting the stage for efficient organizational operations.
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