Claims Consolidation
The present option allows you to view briefly the different claims associated with the entity and subentities.
The functionalities of the available tables are developed below:
Services Table: It allows the user to filter the claims associated with the selected services.
Subentities Table: It offers the possibility of filtering the claims defined in the selected subentities.
Value/Tag Table: It allows you to view the claim which are associated with a specific tag.
Specific filter: It offers the possibility of viewing the claims by status (it only shows the opened and registered claims).
Once established the filter it's necessary to generate a consult, for this task there are the following options:
Consolidate: Once you click on the button and according to the established filter, this option allows you to view briefly the claims of the lower table.
Back: It offers the possibility of returning to the initial list.
The results are shown on the lower table 'Consolidation Results'.
This is the information that the table provides:
ID: It allows you to view the ID associated with the claim.
Topic: It allows you to view a detailed description of the claim.
Status: It allows you to view the status of the claims (if it’s registered, opened, closed, etc.).
Record date: It allows you to view the date when the claim has been registered.
Client: It offers the possibility of viewing the client who has filed the claim
Contact: It reports about the contact associated with the claim.
Email: Report by email of the claim.
Service: It allows you to view the services affected by the claim.
Entity: It offers the possibility of viewing the entity or subentity on which the claim is associated.