Telus TPM Documentation

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__**Claim Split**__

Claim Splitting should be used if there are some products and/or lumpsums on a claim that need to be assigned to a different contract, but some of the products and/or lumpsums on the claim are valid against the current contract.

The Claim Split option is available for users who have Claim Edit rights in the Actions menu.

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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.
  
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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}}


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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.  

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Click NO to close the confirmation message and cancel the claim split process.  Click YES to continue with the claim split.
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A message will display the split claim ID.  Click Refresh to view the current claim with the removed products and/or lumpsums.

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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.

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On the new split claim, assign the correct contract and process the claim.

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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.

Telus TPM Documentation

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