This is a report of the current claim statuses n a defined period.
From the Disability section of the Exits menu, click alongside Claims Status. Additional options will be displayed.
To create a new report of Disability Claims Status report, select New from the sub-menu on the left. The Disability Claims Status screen will be displayed.
Capture data as follows:
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From Date |
The start date of the reporting period.
If no date is captured, the system will use the earliest date. |
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To Date |
The date up to which reporting must take place.
The capture of a To Date is mandatory. |
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The e-mail address of the person who must be notified that the report is available. |
Click GENERATE REPORT.
A message will indicate once the job has been successfully submitted, and an e-mail will be sent to the designated person.
The system will find the Service Requests for which the Process is DISABILITY CLAIM ASSESSMENT and for which the Timestamp is less than or equal to the To Date and greater than or equal to the To Date.
If a value for Status is selected, the system will find the Service Requests with an Activity Status equal to the value selected.
If the Activity Status is PEND, the system will calculate the number of days from the Timestamp of the Service Request to the To Date.
The system will read the latest record and extract the following information:
- Membership Reference Number
- Surname
- Initials
- Activity Name
- Activity Status
- Pend Reason (If the Status is PEND)
- Number of days Pending
The report will be created with the following information in the heading:
- Report Name
- Scheme Code and Name
- From Date
- To Date
- Status (If selected)
Click View below Claims Status. The Report Selection screen will be displayed.
The following columns are displayed:
- Scheme Code
- Timestamp
- Date Captured
- Report Type
- Report Sequence No
- Action
To select a report, click on the hyperlinked display in the Action column.
The Report Selection screen will display the current claim statuses.
The following columns are displayed:
- Member Reference Number
- Surname
- Initials
- Activity Name
- Activity Status
- Pend Reason
- Number of days Pending