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pended_claims_resolution

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pended_claims_resolution [2024/07/16 12:39] – tina.roblespended_claims_resolution [2026/07/10 18:39] (current) – tina.robles
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 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. 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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 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. 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 to select pending reasons. 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, delete the text and click enter.+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:20240716-123318.png}}+{{: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. 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:20240716-123420.png}}+{{:pasted:20240813-181150.png}}
  
 Pended Aged Days Pended Aged Days
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 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. 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:20240716-123547.png}}+{{: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. 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:20240716-123637.png}}+{{: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. 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.
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 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. 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:20240716-123746.png}}+{{: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. 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.
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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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 The lumpsum's event date is outside the start and end dates of any claimable version of the contract.   The lumpsum's event date is outside the start and end dates of any claimable version of the contract.  
 +
 +NEW REPORT for OUT OF TIMEFRAME
 +
 +New report see the # of days between delivery and contract start and delivery vs contract end date
 +
 +{{:pasted:20260710-183713.png}}
 +
 +Under Reporting, Claim, Out of Time Frame Tolerance
 +  * Dates are required, input a start and end date
 +  * Click the “Generate report” button
 +  * The report will appear to the right-hand side under generated reports, click on it to download it
 +
 +{{:pasted:20260710-183810.png}}
 +
 +List of fields on this report:  
 +• Claim ID
 +• Claimant Name
 +• Claimant Number
 +• Start Date
 +• End Date
 +• Delivery Date
 +• Contract Version ID
 +• Contract Title
 +• Contract Template
 +• Contract Start Date
 +• Contract End Date
 +• # of Days Delivery Date from Contract Start Date
 +• # of Days Delivery Date from Contract End Date
 +• Delivery Date within Contract Dates TRUE or FALSE
 +• Line Type
 +• Claim State
 +• Pend Opened
 +• Pend Cleared
 +• Tolerance (days)
  
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pended_claims_resolution.1721133583.txt.gz · Last modified: 2024/07/16 12:39 by tina.robles

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