This report is an extract of the details for the disability claims assessed.
Note:
Also refer to the Claims Assessed report above.
From the Disability section of the Exits menu, select Claims Assessment Extract.
The Claims Assessment Extract screen is displayed.
The following columns are displayed:
- Scheme Code
- Member Reference Number
- Surname
- Initials
- Date of Birth
- Member Start Date
- Product
- Claim Received
- Salary
- Cover
- Potential Cover
- Review Date
- Status
- Assessment Date
- Assessment Type
- Requirements
- Temporary Benefit Start Date
- Temporary Benefit End Date
- Comments
The contents of the report can be filtered by Member Reference Number and Surname by using the Search facility. The search facility is displayed on the screen as follows:
Criteria can be entered directly into the appropriate boxes, or selected via the drop-down lists
Additional options
Specify the sort sequence in which the records should be displayed on the screen. Click either the Asc (Ascending) or Desc (Descending) radio button.
Once selected, ensure that the other search criteria are specified, and then click SEARCH.
You can create an export file (in CSV format) of the records displayed on the screen.
Capture the e-mail address to which the report must be sent and click EXPORT. The following message will be displayed on the screen:
Export started to email address
The report will be e-mailed to the address provided in the selected format.