Telus TPM Documentation
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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.
Deduction Repay Letter
Generate this letter and send it to the customer for repayment of short paid deductions. The button will be enabled on the View Deductions screen for Complete deductions which were short paid.
Search for the deduction using the filter at the top of the Deductions grid.
Select the deduction (highlight the deduction row) in the top grid and the claim(s) will display in the Deducted Claims grid.
The Deduction Repay Letter button will become enabled at the bottom of the screen if the deduction was short paid.
Clicking the button will open the Report Runner. This letter is available only as a PDF. Click the Generate button to run the letter.
The letter will display in the Generated reports section when ready.
Click the link to view the letter.
