PROBLEM: Along with follow up, we should be able to track what is the disposition of each claim – in detail; for example: at Claim Intimated stage, is the “Surveyor Appointed”, has “Surveyor Visited”, etc..
SOLUTION: Intorduce a “Disposition” master under Settings > Claims. Keep it as the first item.
Add/Edit Follow Up will consist of [Position, Status, Disposition, Policy].
Position: Number: For sorting.
Status: Dropdown; one of – Inward Awaited, Outward Awaited, Claim Processing Awaited, Closed, Query Response Awaited, Approved, Settled, Repudiated.
Disposition: Text box. For various disposition like say Surveyor Visited.
Policy: Multiselect Dropdown; names from Policy Master.
Once added, they should be available as a Dropdown, during Claim Follow Up, in the click & expand; i.e. Disposition, Follow Up Notes, Next Follow Up Date & time.
The dispositions should also be available as a filter item after status.