The Submit Claims section guides users through the process of finalizing and submitting their claims for review and approval. This crucial step ensures that all details are accurate and complete before the claim is forwarded to the appropriate approver. The system also provides an option where you can submit claims
The submission process validates the entered data, checks for missing information, and ensures compliance with organizational policies. Any discrepancies will be flagged, allowing users to correct errors before submission.
On the left sidebar, select the "Claimant" tab to access your claim listings.
Select a Claim: From the claim listing table, select the claim you wish to submit by clicking on the row.
Submit the Claim: Click the Submit button located at the top right, only claims with a "Draft" status will be submitted. Claims with a "Temp" status cannot be submitted. For example:
If you have 2 claim lines, with 1 in Draft status and 1 in Temp status, the system will submit only the 1 in Draft.
If all claims are in Temp status, an error will appear, preventing the submission.
Confirmation Message: A message will appear stating, "Submitted claims can't be edited anymore." Click Yes to proceed.
Claim Submitted: After submission, a green message will appear at the top of the screen confirming,
Success "The claim is submitted."
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