Telus TPM Documentation

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claim_view [2019/08/28 18:41] – lisa.maloneyclaim_view [2024/10/09 11:57] (current) – tina.robles
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 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:20181127-120939.png}}+{{:pasted:20240813-190348.png}}
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 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:20181127-121247.png}}+{{:pasted:20240813-190448.png}}
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 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}}
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 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. 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, Allowed Total and Recalculated Total.+There are totals at the bottom of the grid for many of the columns.
  
-{{:pasted:20190828-183940.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. __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.
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 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.
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-{{: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**
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 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}}
  
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 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:**
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 __Default__ - Default Pricing __Default__ - Default Pricing
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-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}}
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 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}}
  
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 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.
  
-{{:pasted:20181127-121818.png}}+{{:pasted:20240815-135504.png}} 
  
-There are totals at the bottom of the grid for Contract Amount, Claim Amount Requested and Claim Amount Allowed. 
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 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. 
 +
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 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.  
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-{{:pasted:20180830-094142.png}} 
  
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claim_view.1567017695.txt.gz · Last modified: 2019/08/28 18:41 by lisa.maloney

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