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claim_edit

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claim_edit [2024/08/15 15:25] – tina.roblesclaim_edit [2024/08/15 17:46] (current) – tina.robles
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 This will replace the product number and name and the rest of the information on the product row will stay the same except for the Rebate UOM.  This column will update to blank and force the user to select a UOM for the product row. This will replace the product number and name and the rest of the information on the product row will stay the same except for the Rebate UOM.  This column will update to blank and force the user to select a UOM for the product row.
  
-{{:pasted:20180612-171132.png}}+{{:pasted:20240815-164818.png}}
  
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 If a product or lumpsum row is on Hold for Duplicate Item Submitted, click the reason hyperlink and expand the Note column to see the claim ID with the potential duplicate lines.   Compare the lines on both claims to determine if the row is a duplicate.  If it is not a duplicate, uncheck the box and click OK to remove the hold from the line.  The state of the line will be updated to cleared or pended.  If the line is a duplicate, uncheck the hold box and then on the Reject tab, click the box to reject the line as a duplicate. If a product or lumpsum row is on Hold for Duplicate Item Submitted, click the reason hyperlink and expand the Note column to see the claim ID with the potential duplicate lines.   Compare the lines on both claims to determine if the row is a duplicate.  If it is not a duplicate, uncheck the box and click OK to remove the hold from the line.  The state of the line will be updated to cleared or pended.  If the line is a duplicate, uncheck the hold box and then on the Reject tab, click the box to reject the line as a duplicate.
  
-{{:pasted:20181127-123341.png}}+{{:pasted:20240815-171628.png}}
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 The Contract Family can be modified when the claim is in view mode.  More on this below.  The Contract Family can be modified when the claim is in view mode.  More on this below. 
  
-{{:pasted:20181127-123756.png}}+{{:pasted:20240815-171729.png}}
  
 The Contractee Name and Contract Family are hyperlinks.  Click the name or contract ID to view the Company and Contract Information. The Contractee Name and Contract Family are hyperlinks.  Click the name or contract ID to view the Company and Contract Information.
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-{{:pasted:20181127-123901.png}} 
  
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 Note that clearing a contract from a claim will update the Claim State to Pending with Claim State Reason of No Contract. Note that clearing a contract from a claim will update the Claim State to Pending with Claim State Reason of No Contract.
  
-{{:pasted:20181127-124023.png}}+{{:pasted:20240815-171951.png}}
  
 __Link__ __Link__
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 To assign a contract to claim pending for No Contract or to select a different contract click the Link option.  This will open up the Contract Search popup.  Enter search criteria and click Search or click the Enter key on the keyboard.  To select a contract, either double-click the contract row or highlight the row and click Select.  After selecting a different contract, the claim will run through the calculate claim process.  This could result in claim header states resolving and/or line items resolving and clearing. To assign a contract to claim pending for No Contract or to select a different contract click the Link option.  This will open up the Contract Search popup.  Enter search criteria and click Search or click the Enter key on the keyboard.  To select a contract, either double-click the contract row or highlight the row and click Select.  After selecting a different contract, the claim will run through the calculate claim process.  This could result in claim header states resolving and/or line items resolving and clearing.
  
-{{:pasted:20160714-135122.png}}+{{:pasted:20240815-172107.png}}
  
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 **Product and LumpSum Mass Updates** **Product and LumpSum Mass Updates**
  
-There are five mass update options available: Recalc, Reject, Override, UnHold, Assign Distributor+There are six mass update options available: Recalc, Reject, Override, UnHold, Mass update, & Assign Distributor
  
-{{:pasted:20171204-112130.png}}+{{:pasted:20240815-173721.png}}
  
 These options are available when in claim view mode for users who have claim edit rights.  To perform any of these actions, select the checkboxes on the individual rows or use the Select All option.  Click Select None to un-check all the boxes. These options are available when in claim view mode for users who have claim edit rights.  To perform any of these actions, select the checkboxes on the individual rows or use the Select All option.  Click Select None to un-check all the boxes.
  
-{{:pasted:20160714-135459.png}}+{{:pasted:20240815-174100.png}}
  
 Note that when performing these mass pending/hold updates to selected lines that ONLY lines with the selected reasons will be affected.   Note that when performing these mass pending/hold updates to selected lines that ONLY lines with the selected reasons will be affected.  
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 Select this option to recalc lines pending for Requested Greater than Calculated.  This is the only pend reason that can be resolved using the Recalc option. Select this option to recalc lines pending for Requested Greater than Calculated.  This is the only pend reason that can be resolved using the Recalc option.
  
-{{:pasted:20181127-124128.png}}+{{:pasted:20240815-174205.png}}
  
 Select the Reason Code and optionally update the text in the claim reason note.  Click Commit to update the lines to Recalc for Requested Greater than Calculated.  The Allowed Total for the selected rows will be updated to the calculated value times the quantity. Select the Reason Code and optionally update the text in the claim reason note.  Click Commit to update the lines to Recalc for Requested Greater than Calculated.  The Allowed Total for the selected rows will be updated to the calculated value times the quantity.
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 Select this option to reject any line for any of the pending reasons.  The Reason Code dropdown contains a list of all pending reasons – either scroll through the list or start typing in the reason code box to search for the correct reason. Select this option to reject any line for any of the pending reasons.  The Reason Code dropdown contains a list of all pending reasons – either scroll through the list or start typing in the reason code box to search for the correct reason.
  
-{{:pasted:20181127-124226.png}}+{{:pasted:20240815-174248.png}}
  
 Select the Reason Code and optionally update the text in the claim reason note.  Click Commit to update the line to Rejected for the selected reason.  The Allowed Total for the rejected rows will update to $0.00. Select the Reason Code and optionally update the text in the claim reason note.  Click Commit to update the line to Rejected for the selected reason.  The Allowed Total for the rejected rows will update to $0.00.
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 Select this reason to override the selected lines for the reason code selected.  The Reason Code dropdown contains a list of all pending reasons – either scroll through the list or start typing in the reason code box to search for the correct reason.   Select this reason to override the selected lines for the reason code selected.  The Reason Code dropdown contains a list of all pending reasons – either scroll through the list or start typing in the reason code box to search for the correct reason.  
  
-{{:pasted:20181127-124245.png}}+{{:pasted:20240815-174325.png}}
  
 Select the Reason Code and optionally update the text in the claim reason note.  Click Commit to update the lines to Override for the selected reason.  The Allowed Total will be updated to equal the Requested Total for the selected lines. Select the Reason Code and optionally update the text in the claim reason note.  Click Commit to update the lines to Override for the selected reason.  The Allowed Total will be updated to equal the Requested Total for the selected lines.
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 Select this option to remove the Hold from any lines pending for Duplicate Item Submitted.  Prior to removing the hold, click the reason code hyperlink for the possible duplicate lines and verify that the claim ID(s) listed are not duplicates to the current claim line.  The only Reason Code available is Duplicate Item Submitted. Select this option to remove the Hold from any lines pending for Duplicate Item Submitted.  Prior to removing the hold, click the reason code hyperlink for the possible duplicate lines and verify that the claim ID(s) listed are not duplicates to the current claim line.  The only Reason Code available is Duplicate Item Submitted.
  
-{{:pasted:20181127-124326.png}}+{{:pasted:20240815-174532.png}}
  
 Click Commit to remove the hold from the selected lines.  These claim will run through the update process and the lines will be updated to either cleared or pended. Click Commit to remove the hold from the selected lines.  These claim will run through the update process and the lines will be updated to either cleared or pended.
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 Select this option to Add or Change the line item distributor on a product row.  The Distributor Assignment popup will display.  Enter text in the filter boxes at the top of the grid to find the distributor record, then either double-click the selected row or select a row and click Commit to add that distributor to the line.   Select this option to Add or Change the line item distributor on a product row.  The Distributor Assignment popup will display.  Enter text in the filter boxes at the top of the grid to find the distributor record, then either double-click the selected row or select a row and click Commit to add that distributor to the line.  
  
-{{:pasted:20171204-112606.png}}+{{:pasted:20240815-174638.png}}
  
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claim_edit.1723735527.txt.gz · Last modified: 2024/08/15 15:25 by tina.robles

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