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.
Automated Claims Process.xlsx
Please sign in to leave a comment.