Add "Accepted" column to the Claims report/screen

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Natalie Williams

26 January 2018 16:02

On the claims tab we use the data for all of our claims reporting.

It has just come to light though that staff have added a large number of claims when they are reported, but do not "Accept" the claims until the claim is accepted by underwriters.  So, we have a number of claims on the system that never materialised into actual claims.

The claims tab does not show whether the claim has been Accepted or not.

Could you please add another column to the claims tab called "Accepted" and have a Yes/No  (or whatever you feel would be a better naming convention).

I hope that makes sense?

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• Official comment

  

  Rob Symonds 29 January 2018 10:29

  Hi Natalie,

  You can use the column "Claim Status Text" to get the current status of a claim.

  It sounds like you would be able to use that for this.

  Let us know if that's not the case.

  Thanks,

  Rob.

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  Natalie Williams 29 January 2018 11:38

  Hi Rob

  I'm referring to the claims tab rather than creating a claims report,

  I can't see that option on the claims tab???

  ta

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