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--- pended_claims_resolution [2024/07/10 17:32] – tina.robles
+++ pended_claims_resolution [2024/10/09 11:28] (current) – tina.robles
@@ Line 3: / Line 3: @@
 To locate pending claims, use the Pended claim widget button or expand the Claim Menu and select the Pended option from the Claim Views section.
-{{:pasted:20240710-161431.png}}
+{{:pasted:20240813-180700.png}}   {{:pasted:20240813-180630.png}}
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@@ Line 9: / Line 9: @@
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-**NEW PEND SCREEN**
+**PENDED CLAIMS RESOLUTION**
+To locate pending claims, expand the Claim Menu and select the Pended option from the Claim Views section. Or you can go to the claim search and search for pending claims.
+The results can be filtered within any column. Just type in the text box at the top of the column and click enter. This will perform a filter that contains the text entered. To remove the filter, click on the x in the filtered field.
+{{:pasted:20240813-180959.png}}
+On the Pending grid, if there are multiple pending reasons, the Pend hyperlink is followed by a count of pending. To view all pend reasons for a claim, click on the hyperlink. This will open a read-only window displaying all pend reasons. If a reason is listed multiple times, that pend is on multiple lines on the claim.
+{{:pasted:20240813-181150.png}}
+Pended Aged Days
+The Pended Aged Days column on the grid displays the count of days since the first pending date on the claim till today's date.
+**Pended - No Contract**
+To locate a claim pending for No Contract, expand the Claim Menu and Claim Views and select Contractless and filter to Pending status. (This grid will display claims in both a Draft and Pended status.) To find contractless claims on the Claim Search or Pending grids, these will be claims where the Contract ID is blank. Note: Claims in a Draft status have not been completed yet, but a contract can be assigned.
+{{:pasted:20240813-181252.png}}
+Linking a Contract: To Link a Contract to a Claim, click the Link button on the claim in view mode. This Link can also be used to select a different Contract for a Claim if the currently assigned Contract is incorrect.
+{{:pasted:20240813-181349.png}}
+Clicking Link will open the contract search window
+{{:pasted:20240813-181507.png}}
+There are 2 different search sections with different searching options on the Contract Search. Enter search criteria in any of the 5 search boxes on the left or select search criteria from the drop downs on the right side of the search section. The search criteria available in the drop downs are as follows: Start Date, End Date, Claimable, Contract Version ID, Contract Name, Direct Value, Deviated Value, Product Name and Product Number.
+On the field search, additional criteria can be added by clicking the Add Field Criteria button. Criteria can be removed by clicking the Remove Criteria button. To clear data from the search criteria, click the X at the beginning of the criteria row.
+Refer to the Search Legend for specifics on how to perform And, Or, Not, Prefix, or Grouping searches. Click on the Search Legend hyperlink to open the legend.
+{{:pasted:20240813-181556.png}}
+The text boxes on the left side of the contract search are a “Full Text” search. Example: If “Approve” is entered in the Header and search, the results will have “Approval”, “Approved” as part of the contract header. The search results can also be filtered by entering text in box at the top of each column and clicking Enter on the keyboard. To clear a filter, delete the text in the column search and click Enter.
+One thing to note is that field search (on the right side) and normal search (on the left side) work together as a global “and” search. You can enter some criteria into one, and other criteria into another, and it will return the contracts which match BOTH. For example, if you wanted to search for any contracts which contained product “12345” with a direct value that is greater than $0.50, enter both of those criteria into the field search (on the right side). If you were to enter the product criteria into normal search, and direct value into field search, it would pull back any contracts that have product “12345” on them, AND any contracts that have ANY product with a direct value greater than $0.50. Not just contracts with product “12345” whose direct value was greater than $0.50 like you were looking for.
+Enter search criteria and select Search or click the Enter key on the keyboard to perform the search.
+Select the contract by selecting a row and clicking the Select button, or by double-clicking the row. This will assign the Contract to the Claim and update the status of the claim and line items.
+If the Contract ID hyperlink is clicked, this will open the selected contract in another tab.
+NOTE: If there are instances where the Contract Name listed on the Invoice is different that the Contract Name in GoSimple, please send this information to your GoSimple contact so that we can add that to the cheat sheet to avoid future pending claims.
+-----
+**CONTRACTS WITH PENDING CLAIMS**
 The purpose of this new screen is so a user can work pendings at a contract level instead of claim by claim.  This screen will show you most pend reasons, all claims, for any given contract.
@@ Line 83: / Line 131: @@
 allowed to update it.  Pay attention to the box that pops up after you hit the amend button, it will let you know when the change will be automatically applied to the contract you are about to open or if you manually need to update your contract.   (few examples below)
-{{:pasted:20240710-163319.png}}
+ {{:pasted:20240716-122437.png}}
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+A new option added to the Pended claims>Claim pended tab is the Clear from Contract option. This gives you the ability to remove the contract from one to many claims within the pending screen.  This will move any claims selected to a no contract pending.
+{{:pasted:20241009-112523.png}}
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