Select the required employee membership as described under
Processes
Benefits (Insurance Products)
Claims Administration Overview
Selecting Members
Select Claims from the top menu and then select Complete a Claim from the sub-menu on the left. The Benefit Claim Requests screen will be displayed.
Note:
Only claims where the Status is CLIENT INPUT will be displayed.
To proceed with the claim, click the number under Request No. The Benefit Claim Details screen will be displayed.
The menu on the left shows all the claim details that need to be updated.
Note:
Always check to see if there are any documents that have been uploaded for the member as these documents may contain information required to be captured on this screen. Documents that have been uploaded are selected from the View Document menu option.
For more information, refer to
Processes
Benefits (Insurance Products)
Capturing of Exit Notifications
Complete a Claim
Documents
When the Complete a Claim menu option is selected, the system will check whether an option has been selected and saved on the screen that displays the results of the quote.
If an option was selected and saved, the system will allow the user to continue as per normal to complete the claim.
If an option was not selected and saved, then the system will redirect the user back to the Claim Enquiry screen in order to select an option.
