Automation of claims process - add auto-generated claim status

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Nicola Cook

20 May 2015 15:43

Hi,

Please can you add a claims status indicator & a claim status changed date to the claims overview tab on Three.ie & Loveit Coverit SchemeServe as illustrated on the claims overview tab on the attached workbook.

Once this has been added please set up some rules so the claims status & status changed date are auto updated as per the actions & rules on the claims status tab, & as illustrated (referenced by colour) on the claims details tab on the attached workbook.
We also need some data capture boxes added as listed on the claims status tab, & illustrated on the claims details tab on the attachment.

These claims statuses will need to be reportable (claims status column added to the dropdown menu in the report editor) as well as all of the date data point on the claims details tab so we can design reports to keep track of the workflow.

We would also like to have all of the claims grouped by their claims status to make it easy to select & view all claims by claims status.

This is so we can work towards a paperless service & do away with our need to keep paper claims files & reduce the need for housekeeping on the claims database on access. The automation reduces risk & makes the entire claims process more efficient.

Please feel free to ask me if you require any further info.
Kind Regards
Nicola

Automated Claims Process.xlsx

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  Nicola Cook 20 May 2015 15:45

  Further to the above, can we allocate all claims with, for example, a claims status of 'Open - awaiting claim form' to a group called 'Open - awaiting claim form & the make it so we can run a report specifically for that group of claims?

  ... & do this on both Three.ie & Loveit Coverit SchemeServe, for each claim status listed below:

  Open
  Open -Awaiting claim form
  Open - Awaiting documents
  Open - Under 1st review
  Open - Under 2nd review
  Rejected
  Open - Awaiting excess
  Withdrawn
  Open - Awaiting repair / replacement
  Accepted

  Kind Regards
  Nicola

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  Nicola Cook 20 May 2015 15:48

  Also, can you make it so the claims status & the status changed date on each claim can drive a diary date which can be reported on to show when the next task is due to be carried out? and what that task is?

  ... on both Three.ie & Loveit Coverit SchemeServe.

  Kind Regards
  Nicola

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