Telus TPM Documentation

Telus TPM Documentation

• Start

• General Information
  • General Information

• Contracts
  • Setting up a new contract
  • Amending a contract
  • Renewing a contract
  • Approving a contract
  • Contract Approval Elevation Rules
  • Terminating a contract
  • Cancelling a contract
  • Probable exposure explained
  • Growth Rebates
  • Contract Search
  • Contract Compare
  • Contract Edit Options
  • Contract State Definitions
  • Accrual Process

• Broker Commissions
  • Broker Commissions Process

• Claims
  • Claim Submissions
  • Claim Search
  • Invoice Search
  • Pended Claims Resolution
  • Invoice View/Edit
  • Invoice and Claim Entry
  • Claim View
  • Claim Edit
  • Claim Pended
  • Claim Menu
  • Claim Draft
  • Notes & Attachments
  • Claim Split
  • Claim Reprocess
  • Void Transaction
  • Rate Calculation
  • Eclaim Processes
  • Claim Contract Resolution

• Deductions
  • How the whole Deduction process works
  • Match Deductions
  • Deduction State Definitions
  • Deduction Label Definitions
  • View Deductions
  • Auto Matching Rules

• CRM
  • Dashboard and Search
  • Location View
  • Setting up Task Calendars

• Reporting
  • Admin Reports
  • Contract Reports
  • General Report Information
  • Claim Reports
  • Budget Reports
  • Deduction Reports

• My Account
  • Changing your Password
  • Profile
  • Home Page Widgets
  • Notifications

• Help
  • Using the Help Document Library
  • Requesting help via email or phone

• Admin
  • Client Set Up Admin
    • Client Settings
    • Client Defined Fields
    • Client Letter Admin
    • Accrual Admin
  • User Admin
    • Access Roles
    • Claim Visibility Grouping
    • Contract Approval Grouping
    • Contract Visibility Grouping
    • Users Set Up
    • Reset a Password
  • Product Admin
    • UOM Type
    • Product Set Up
    • Pricing Admin
    • Product Grouping
    • Lump Sum
  • Company Admin
    • Company Type
    • Company Set Up
    • Company Grouping
    • Company Aggregate
    • Operator Requests
    • Broker Distributor Assignment
  • Exceptions
    • Exceptions
    • Unmatched Grouping
    • Inbound Feed Exceptions
  • Autopay
    • Autopay
  • File Status
    • File Status
  • Contract Template Admin
    • Contract Template - View
    • Contract Template - Edit
    • Contract Template - Add

• Misc.
  • Price Tiers
  • Price Generation
  • Definition of Terms

• Additional Information
  • Training Videos

• Tableau
  • Reports - ITB