Claims
- 8Dispositions for Claim Follow Up NotesPROBLEM: 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",... Read more...
- 9Claim Follow Up in Click & Expand1) Introduce Employee Name & Next follow up date in all places where there is follow up. i.e. at (1) Claim processing awaited, and (2) Query Response Awaited. 2) Then, implement the follow up m... Read more...
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- 2Convert large downloads & uploads into jobsMake all Downloads & Uploads that could go really large in nature into jobs with user specific notifications when In Progress, Completed or Failed. See the attached image of Google's Admin Side... Read more...
- 1Changes in Display of Amounts in ClaimsAt an Approved or Settled claim, currently, we see the following: Estimate: 1234 Approved: 2345 Settled: 2345 1: However, Approved & Settled will usually be the same. So, show Approved Amount ... Read more...
- 1Policy Number to be a linkAt claims section, make Policy Number a link if policy document is available; that will open the document in a new tab. Also, show the policy number in small tag
- 1Hide Repeating Names in ClaimsAt claims, at NAME column, we are displaying (1) Client Name, (2) Claimant Name, (3) Name of Patient and (4) TPA ID No. Please make the following changes in the display: (1) if Client Name is same ... Read more...
- 1Follow up notes are not counted in ageing claimsIn the Daily Task Progress, the Ageing Claims count should mark a claim as done, if a follow up is entered. Currently, a claim is marked as done in Daily Task Progress, only if there is a status chan... Read more...
- 1TPA BranchsTPA Master should be made branch wise. Currently, if we deal with a TPA with more than 1 branch, we have to create 2 TPAs. Instead, make TPA Master Branch wise.
- 1Status required in Custom Fields MasterIntroduce a STATUS column in All 3 Custom Fields Masters, so we can see if they are Active or Not Active in a single go
