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Telus TPM Documentation

view_deductions

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View Deductions

To view deductions, select View Deductions from the Deductions menu.

There are 2 grids displayed. The top grid displays Deductions, and the bottom grid displays Deducted Claims.


Deductions

This grid displays all Open deductions by default. The count of deductions displayed on the grid is displayed on the tab.

The Active Deduction State can be filtered to view other states.

The textboxes on each column are filters. Enter text in the box and click enter to filter the data. To clear a filter, delete the text in the box and click enter.

There are totals at the bottom of the grid for Deduction Amount Remaining, Deduction Amount Requested, and Client Deduction Amount Open. The totals are updated as the grid is filtered.


Deducted Claims

To view deducted claims, select a deduction in the top grid and the bottom grid will display all claims which are matched to the selected deduction. The count of claims matched to that deduction is displayed on the Deducted Claims tab.

The Deducted Claims grid displays the claim data as well as the Deduction Match Date.

The textboxes on each column are filters. Enter text in the box and click enter to filter the data. To clear a filter, delete the text in the box and click enter.


Export Options

Below the grids are Export options. Click Export Deductions to export the data from the top grid. Click Export Deducted Claims to export the data from the bottom grid.


view_deductions.1461701995.txt.gz · Last modified: 2016/04/26 20:19 by lisa.maloney