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claim_pended [2019/03/25 11:16] – lisa.maloneyclaim_pended [2024/12/20 20:17] (current) – tina.robles
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 The Claims Pended screen can be accessed by clicking Pended in the Claim -> Claim View menu. The Claims Pended screen can be accessed by clicking Pended in the Claim -> Claim View menu.
  
-{{:pasted:20181128-194309.png}}+{{:pasted:20240820-170051.png}}
  
 The Claims Pended grid displays all claims in a Pended status and a option to view claims by Reason Code. The Claims Pended grid displays all claims in a Pended status and a option to view claims by Reason Code.
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 This column displays the Grouping Description hierarchy for the group which has visibility to the claim based on Claimant. This column can be filtered to a group by entering the text in the column filter and clicking enter. This column displays the Grouping Description hierarchy for the group which has visibility to the claim based on Claimant. This column can be filtered to a group by entering the text in the column filter and clicking enter.
  
-{{:pasted:20160919-093105.png}} +{{:pasted:20240820-170218.png}}
    
 __Visibility Indicator__ __Visibility Indicator__
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 In the screenshot below, the user is in both the hierarchy2 and level A groups, but not the level 2 group.  To view all pended claims the user is responsible for, simply filter the Visible Indicator column to True. In the screenshot below, the user is in both the hierarchy2 and level A groups, but not the level 2 group.  To view all pended claims the user is responsible for, simply filter the Visible Indicator column to True.
  
-{{:pasted:20160919-093424.png}}+{{:pasted:20240820-170235.png}}
  
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 This displays the date of the oldest Pend reason for the Claim.  Use this column to sort by the oldest Pended Claims. This displays the date of the oldest Pend reason for the Claim.  Use this column to sort by the oldest Pended Claims.
  
-{{:pasted:20160423-200003.png}}+{{:pasted:20240820-170257.png}}
  
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 Clicking the Contract ID will open a new tab for the contract selected.  Clicking the Contract ID Hyperlink for a contract not resolved to a specific version will direct the user to the Contract Search screen.  The Contract ID will be populated in the search criteria and generate results automatically. Clicking the Contract ID will open a new tab for the contract selected.  Clicking the Contract ID Hyperlink for a contract not resolved to a specific version will direct the user to the Contract Search screen.  The Contract ID will be populated in the search criteria and generate results automatically.
  
-{{:pasted:20160423-204749.png}}+{{:pasted:20240820-170339.png}}
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 **Contract Creator** **Contract Creator**
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 The Contract Creator First Name and Last Name display on the Pending grid.  These columns will be blank if the Contract has not resolved to a specific version, or if there is no Contract assigned to the claim. The Contract Creator First Name and Last Name display on the Pending grid.  These columns will be blank if the Contract has not resolved to a specific version, or if there is no Contract assigned to the claim.
  
-{{:pasted:20160817-094753.png}}+{{:pasted:20240820-170406.png}}
 ----- -----
 +
 +**Claim Notes**
 +
 +There is a column in the Claim Pended grid titled "Claim Notes".  This displays the notes associated with the pending claim.
 +
 +{{:pasted:20230605-121646.png}}
 +
 +To view the note, or to add a new note, highlight a pending claim row and click the Claim Notes button at the bottom of the screen.  This will open the Notes dialog and display the claim-related note.  View or Add a note and click Cancel to close the dialog.
 +
 +{{:pasted:20230605-121946.png}}
 +
 +-----
 +
 **Column Filters** **Column Filters**
  
-All columns have a filter option.  Enter text into the field below the column label and click enter to filter the data.  To remove a filter, clear the text in the field and click Enter.  In the screenshot below, the grid is filtered to pended claims with "09" in the Invoice Number.+All columns have a filter option.  Enter text into the field below the column label and click enter to filter the data.  To remove a filter, clear the text in the field and click Enter.  In the screenshot below, the grid is filtered to pended claims with "123" in the Invoice Number.
  
-{{:pasted:20160919-094012.png}}+{{:pasted:20240820-171135.png}}
 ----- -----
 **Filter Reason Codes** **Filter Reason Codes**
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 In the below screenshot, 9.87% of claims are pending for Missing manufacturer sku.  Clicking on this row in the Filter Reason Codes grid automatically filters by this reason code. In the below screenshot, 9.87% of claims are pending for Missing manufacturer sku.  Clicking on this row in the Filter Reason Codes grid automatically filters by this reason code.
  
-{{:pasted:20160423-201625.png}}+{{:pasted:20240820-171359.png}}
 ----- -----
 NOTE: Claims and line items can pend for multiple reasons.  When PEND (#) is displayed, click on the hyperlink to view all pendings for that claim. NOTE: Claims and line items can pend for multiple reasons.  When PEND (#) is displayed, click on the hyperlink to view all pendings for that claim.
  
-{{:pasted:20160423-201810.png}}+{{:pasted:20240820-171505.png}}
 ----- -----
 **Multi-Claim Assign Contract** **Multi-Claim Assign Contract**
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 Once the contract is assigned to the claim, that claim will no longer be in a pended state as it needs to run through the calculate claim process to determine its updated state.  Go to the Claims Submitted grid to locate the claim if it hasn't run through the calculate claim process (calculate claim runs at :15 after the hour).  Open the claim to auto-run calculate claim and to work the claim in its updated state. Once the contract is assigned to the claim, that claim will no longer be in a pended state as it needs to run through the calculate claim process to determine its updated state.  Go to the Claims Submitted grid to locate the claim if it hasn't run through the calculate claim process (calculate claim runs at :15 after the hour).  Open the claim to auto-run calculate claim and to work the claim in its updated state.
 ----- -----
 +**Mass Update Pending Lines and Mass reject claims at the header**
 +
 +Multiple claims can be actioned at once to reject, recalc, override or unhold pending lines.  Select multiple claims by either [ctrl + click] to select records one at a time or [shift + click] to select a group of records. Once the claim rows are selected, click one of the Mass update options at the bottom of the screen.
 +
 +Multiple claims can also be mass rejected at once. This would be used for a batch of claims where you want to reject the entire claim.
 +
 +{{:pasted:20240711-143429.png}}
 +
 +
 +Click on the pending reason to action and then click Commit.  Only the lines on the selected claims which had that pending reason will be actioned.  
 +
 +{{:pasted:20210727-100240.png}}
 +
 +-----
 +
 **Report - Claim Line Item Pending** **Report - Claim Line Item Pending**
  
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 Click the Generate button.  Excel is the only Export Type available for this report. Click the Generate button.  Excel is the only Export Type available for this report.
  
-{{:pasted:20161007-124430.png}}+{{:pasted:20240820-172010.png}}
  
 A wait message will display while the report is being generated. A wait message will display while the report is being generated.
  
-{{:pasted:20161007-124119.png}}+{{:pasted:20240820-172040.png}}
  
 To open the report, click the hyperlink in the Generated Reports section. To open the report, click the hyperlink in the Generated Reports section.
  
-{{:pasted:20161007-124110.png}}+{{:pasted:20240820-172057.png}}
  
 ----- -----
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 There is a Chart that displays a visual representation of Pendings by Reason Code.   There is a Chart that displays a visual representation of Pendings by Reason Code.  
  
-{{:pasted:20161207-110519.png}}+{{:pasted:20240820-172132.png}}
  
 To view the claims pending for a specific reason, click on that portion of the chart and the data will display in the grid on the left. To view the claims pending for a specific reason, click on that portion of the chart and the data will display in the grid on the left.
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 The count related to each reason will display on hover over that reason. The count related to each reason will display on hover over that reason.
  
-Data can be removed/added to the chart by clicking the reasons listed below the chart.  Reasons with a strike-through are not displaying in the chart.+Data can be removed/added to the chart by clicking the reasons listed below the chart.  Reasons will be greyed out that are not displaying in the chart.     
 + 
 +{{:pasted:20240820-174331.png}} 
 + 
 +**Enhanced Claim Line Item Status Classification** 
 + 
 +A new pending reason designation has been implemented to improve claim processing accuracy. Claims associated with 
 +terminated contract versions will now display a specific Terminated Contract status indicator, replacing the previous Out of Time Frame designation. This enhancement provides more precise identification of claim status rationale.
  
-{{:pasted:20161207-110826.png}}+{{:pasted:20241220-201730.png}}
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claim_pended.1553512568.txt.gz · Last modified: 2019/03/25 11:16 by lisa.maloney

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