Telus TPM Documentation

User Tools

Site Tools

Trace:
claim_view

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
claim_view [2018/08/30 09:42] – lisa.maloneyclaim_view [2024/10/09 11:57] (current) – tina.robles
Line 4: Line 4:
 **Claim Header** **Claim Header**
  
-This section displays the Claim ID, Claimant Name, Contract information, Deduction Number(s), Amount Requested, Amount Allowed, Amount Recalculated, Claim State, Claim State Reasons and Contract Hint. +This section displays the Claim ID, Claim State, Claim State Reasons, Deduction Numbers, Claim Amounts, and Contract Information.
  
-Claimant Name and Contractee Name - click the hyperlink to view the Company Information. +If the Claim is Pended or on Hold at the header-level, the Claim State Reasons field will display a hyperlink of the pend reason. If the Claim State is Pended due to line items pending, see the line items for the Pend details.
  
-Contract Family - this displays the Contract Family that the claim is assigned to.  Users with permissions will have the option to Clear or Link a contract while the claim is in view mode.  If no contract is assigned, this will display Not Applicable.  +Contractee Name - click the hyperlink to view the Company Information. 
  
-Contract Names - This field displays the Contract Name.  In the instance that lines on the claim resolve to different versions of a Contract, and the Contract Names are different on those versions, this dropdown will display the additional Contract Names.+Contract Family - this displays the Contract Family that the claim is assigned to.  Users with permissions will have the option to Clear or Link a contract while the claim is in view mode.  If no contract is assigned, this will display Not Applicable.  
  
-If the Claim is Pended or on Hold at the header-level, the Claim State Reasons field will display a hyperlink of the pend reason. If the Claim State is Pended due to line items pending, see the line items for the Pend details. +Contract Title - This field displays the Contract Title.  
  
 The Contract Hint displays a reference to the Contract Name given on the invoice. The Contract Hint displays a reference to the Contract Name given on the invoice.
Line 18: Line 18:
 The Deduction Number field displays the Deduction Number to which the Claim was matched.  If there are multiple deductions assigned to the claim, click the dropdown to view the additional Deduction Numbers. The Deduction Number field displays the Deduction Number to which the Claim was matched.  If there are multiple deductions assigned to the claim, click the dropdown to view the additional Deduction Numbers.
  
-{{:pasted:20180604-134837.png}}+{{:pasted:20240813-190348.png}}
 ----- -----
  
 **Invoice Info** **Invoice Info**
  
-This section displays information captured from the invoice.  The Invoice Number, Invoice Date, Start and End Dates and Amount Requested are from the invoice.  +This section displays information captured from the invoice.  The Claimant Name, Invoice Number, Invoice Date, Start and End Dates, Amount Requested and Deduction Number Hint are from the invoice.  
  
 The Invoice ID is a GoSimple assigned ID.  Click this hyperlink to view/edit the invoice and see a list of claims associated to the invoice. The Invoice ID is a GoSimple assigned ID.  Click this hyperlink to view/edit the invoice and see a list of claims associated to the invoice.
  
-The Deduction Number Hint displays the DOT Invoice Number or the Client's Deduction Number.  To modify or add a Deduction Number Hint, click the Invoice ID hyperlink and click Edit.  +The Deduction Number Hint displays the DOT Invoice Number or the Client's Deduction Number.  To modify or add a Deduction Number Hint, click the Invoice ID hyperlink and Edit the Invoice Header on the Invoice View screen.  
  
 The Details section displays a count of claims for the invoice.  To view the associated claims, click the Invoice ID hyperlink to see all claims displayed in a grid. The Details section displays a count of claims for the invoice.  To view the associated claims, click the Invoice ID hyperlink to see all claims displayed in a grid.
  
-{{:pasted:20180604-135444.png}}+{{:pasted:20240813-190448.png}}
 ----- -----
  
 Below the Claim and Invoice Information there are several tabs which display detailed claim information: Products, Lumpsums, Payment Configuration, Transactions, Deductions, Notes & Attachments, History and Letters. Below the Claim and Invoice Information there are several tabs which display detailed claim information: Products, Lumpsums, Payment Configuration, Transactions, Deductions, Notes & Attachments, History and Letters.
  
-{{:pasted:20160410-143705.png}}+{{:pasted:20240813-190509.png}}
 ----- -----
  
 **Products** **Products**
  
-This displays the products on the claim and includes Product Number, Product Name, Distributor Name, Distributor Number, Rebate UOM, Direct Type, Direct Value, Date, Price, Price Tier, Calculated Rate, Calculated Total, Requested Quantity, Requested Rate, Requested Total, Allowed Quantity, Allowed Rate, Allowed Total, Reason Type and Reason Codes.+This displays the products on the claim and includes Product Number, Product Name, Distributor Name, Distributor Number, Rebate UOM, Direct Type, Direct Value, Date, Price, Price Tier, Calculated Rate, Calculated Total, Requested Quantity, Requested Rate, Requested Total, Allowed Quantity, Allowed Rate, Allowed Total, Recalculated Total, Reason Type and Reason Codes.
  
-There are totals at the bottom of the grid for the Calculated Total, Requested Quantity, Requested Total, Allowed Quantity and Allowed Total.+There are totals at the bottom of the grid for many of the columns.
  
-{{:pasted:20180326-122449.png}}+{{:pasted:20240813-190707.png}} 
 + 
 +__Recalculated Total__: For cleared/rejected lines, this is calculated by taking the difference between the Allowed Total and Requested Total.  For Pending lines, this is calculated by taking the difference between the Requested Total and Calculated Total.
  
 The first row in the product grid is Line Type.  This displays a value of 'C' if the product is on the contract, 'P' if the product is not on the contract, and 'A' if the product was entered as an adhoc product. The first row in the product grid is Line Type.  This displays a value of 'C' if the product is on the contract, 'P' if the product is not on the contract, and 'A' if the product was entered as an adhoc product.
  
 The Type and Value columns will display as they exist on the contract.  The count of decimals displayed is based on the contract template settings for decimal precision. The Type and Value columns will display as they exist on the contract.  The count of decimals displayed is based on the contract template settings for decimal precision.
- 
-{{:pasted:20180326-122041.png}} 
  
 If the value displayed in the UI is an approximate value, the symbol "~" will display.  Hover over the value displayed to see the exact value. If the value displayed in the UI is an approximate value, the symbol "~" will display.  Hover over the value displayed to see the exact value.
  
-{{:pasted:20160410-144543.png}} +{{:pasted:20240815-134105.png}}
  
 **Product Action Information** **Product Action Information**
Line 64: Line 63:
 Click on the Reason Code Click on the Reason Code
  
-{{:pasted:20171110-132319.png}}+{{:pasted:20240815-134144.png}}
  
 The information on the action for that row will display along with the user (Creator Name) who performed the action. The information on the action for that row will display along with the user (Creator Name) who performed the action.
  
-{{:pasted:20171110-132428.png}}+{{:pasted:20240815-134222.png}}
  
 ----- -----
Line 75: Line 74:
 On a claim product row, there is a Calculated Rate column which displays the rate calculated for the product.  There are several ways to calculate a rate: using default pricing, sales data, or price lists by product or company product.  The Price column will display the price for the product and the Price Tier will display which method was used.  These fields can be used to validate the calculated rate for the product. On a claim product row, there is a Calculated Rate column which displays the rate calculated for the product.  There are several ways to calculate a rate: using default pricing, sales data, or price lists by product or company product.  The Price column will display the price for the product and the Price Tier will display which method was used.  These fields can be used to validate the calculated rate for the product.
  
-In the screenshot below, the first row is set up on the contract as fixed price with a deviated value of $12.50.  This used the List - which is Price List by Product - to determine the Price of $15.00.  This results in a Calculated Rate of $2.50.+If the contract is setup as fixed rate nothing will appear in the price and price tier columns.  
  
-{{:pasted:20160817-103543.png}}+{{:pasted:20240815-134944.png}}  {{:pasted:20240815-134615.png}}   {{:pasted:20240815-134751.png}}
  
 **Price Tier Definitions:** **Price Tier Definitions:**
Line 89: Line 88:
 __Default__ - Default Pricing __Default__ - Default Pricing
 ----- -----
-To export the Products, click the Export Products button.+To export the Products, click the gear icon.  Then choose export as and pick CSV or Excel.  
  
-{{:pasted:20160410-144646.png}}+{{:pasted:20240815-135105.png}}
 ----- -----
  
Line 100: Line 99:
 In the screenshot below, one line resolved to the R2.A0 version of the contract which has a Contract Name of March, and the other line resolved to the R1.A0 version of the contract which has a Contract Name of February. In the screenshot below, one line resolved to the R2.A0 version of the contract which has a Contract Name of March, and the other line resolved to the R1.A0 version of the contract which has a Contract Name of February.
  
-{{:pasted:20170202-114959.png}}+{{:pasted:20240815-135350.png}}
  
 ----- -----
Line 107: Line 106:
 This grid displays the Lumpsum Code, Lumpsum Description, Date, Claim Amount Requested, Claim Amount Allowed, and Reason. This grid displays the Lumpsum Code, Lumpsum Description, Date, Claim Amount Requested, Claim Amount Allowed, and Reason.
  
-There are totals at the bottom of the grid for Contract Amount, Claim Amount Requested and Claim Amount Allowed.+{{:pasted:20240815-135504.png}} 
 + 
 ----- -----
    
Line 128: Line 129:
 **Notes & Attachments** **Notes & Attachments**
  
-This displays any notes or attachments on the claim.  Clicking Add will open a popup to enter additional notes or add an attachment.  See the Notes & Attachments section of the help documentation for additional information.+This displays any notes or attachments on the claim.  Clicking Add will open a popup to enter additional notes or add an attachment.  See the [[notes_attachments|]] section of the help documentation for additional information.
 ----- -----
  
Line 134: Line 135:
  
 This grid displays the history records for the claim header state changes.  The columns are Old State, New State, First Name, Last Name and Timestamp.  Any record with the name of System Account was an auto-generated state change. This grid displays the history records for the claim header state changes.  The columns are Old State, New State, First Name, Last Name and Timestamp.  Any record with the name of System Account was an auto-generated state change.
 +
 +The user who Approved the claim displays in the history record along with the date/time the claim updated to Complete.  
 +-----
 +
 +**State Reason History**
 +
 +This tab will show each time a claim is rejected and unrejected, as well as who did it and when. 
 +
 ----- -----
  
Line 139: Line 148:
  
 This displays the client defined fields, which are set up by each manufacturer.   This displays the client defined fields, which are set up by each manufacturer.  
- 
-{{:pasted:20180830-094142.png}} 
  
 ----- -----
claim_view.1535622127.txt.gz · Last modified: 2018/08/30 09:42 by lisa.maloney

Page Tools

Donate Powered by PHP Valid HTML5 Valid CSS Driven by DokuWiki