Claims
Use this topic for review and process insurance claims.
Before you start
- Use the correct company and an active account with permission for this workflow.
Where to go
Workspace → Claims
Audience
Business owners and claims managers.
Permissions
- Only business owners and authorized claims managers may manage this view.
Actions
- Review claim
- Use Review claim to support review and process insurance claims.
- Record decision
- Use Record decision to support review and process insurance claims.
Statuses
- Submitted
- The record is currently submitted.
- Under review
- The record is currently under review.
- Approved
- The record is currently approved.
- Rejected
- The record is currently rejected.
- Paid
- The record is currently paid.
Workflow
- Open Claims.
- Review the record and its current status.
- Choose Review claim and confirm the result.
Expected outcome
Read the current saved state in the workspace after the permitted action; Help does not perform or verify the action.
Troubleshooting
- A claim lacks evidence
- Request the missing document before recording a decision