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--- claim_split [2016/09/13 18:55] – created lisa.maloney
+++ claim_split [2024/08/20 18:32] (current) – tina.robles
@@ Line 5: / Line 5: @@
 The Claim Split option is available for users who have Claim Edit rights in the Actions menu.
-{{:pasted:20160913-185442.png}}
+{{:pasted:20240820-181701.png}}
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+Select the product(s) - the product(s) checked will be removed from the current claim and added to a new claim.
+{{:pasted:20240820-181828.png}}
+Select the lumpsum(s) - the lumpsum(s) checked will be removed from the current claim and added to a new claim.
+{{:pasted:20240820-181905.png}}
+-----
+After selecting product(s) and/or lumpsum(s), click the Split button.  A confirmation message will display with a count of products, lumpsums and notes that will be moved into another claim for this invoice.
+{{:pasted:20240820-182239.png}}
+Click NO to close the confirmation message and cancel the claim split process.  Click YES to continue with the claim split.
+-----
+A message will display the split claim ID.  Click Refresh to view the current claim with the removed products and/or lumpsums.
+{{:pasted:20240820-182303.png}}
+-----
+On the new claim, a record will appear in the Notes & Attachments tab indicating the claim was split, which claim it was split from, and the user who performed the split.
+{{:pasted:20240820-183219.png}}
+-----
+On the new split claim, assign the correct contract and process the claim.
+-----
+If a claim is matched to an OPEN deduction, it is now able to split that claim without having to remove the deduction number first.

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