Telus TPM Documentation
This is an old revision of the document!
To view a Claim, click on the Claim ID hyperlink. The Header is broken out into the Claim and Invoice sections.
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 Claim Tag.
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.
The Claim Tag displays a reference to the Contract Name given on the invoice.
The Deduction Number field displays the Deduction Number to which the Claim was matched.
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.
The Invoice ID is a GoSimple assigned ID.
The Deduction Number Hint displays the DOT Invoice Number or the Client's Deduction Number.
The Details section displays a count of claims for the invoice. (Feature Implementation will display the related claims.)
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.
Products
This displays the products on the claim and includes Product Number, Product Name, Distributor Name, Distributor Number, Rebate UOM, Direct Rate, Growth Rate, Date, Calculated Rate, Requested Quantity, Requested Rate, Requested Total, Allowed Quantity, Allowed Rate, Allowed Total, Reason Type and Reason Codes.
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.
There are totals at the bottom of the grid for the Requested Quantity, Requested Total and Allowed Total.
To export the Products, click the Export Products button.
LumpSums
This grid displays the Lumpsum Code, Lumpsum Description, Contract Description, Contract Event Start, Contract Event End, Contract Amount, 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.
