Select Processes > Benefits. The Employee Selection screen will be displayed.
Select Claims from the top menu. The Claim Menu will be displayed on the left.
Click 
alongside Pending Claims on the sub-menu on the left. Additional options will be displayed.
Click Pending below Pending Claims. The Pending Claims screen will be displayed.
This screen displays a list of the Benefit Requests with a Claim Request Type of PENDING CLAIM.
The following columns are displayed:
Timestamp
Scheme Code
Membership No
Company Reference No
Surname
Initials
ID Number
Date of Exit
Benefit Event
Claim Status
Status
Tracing Status
SR Number
Action
The SEARCH option provides the following search criteria:
Scheme Code
Membership No
Company Reference No
Surname
Claim Status
Status
Tracing Status
Note:
You can use the search criteria features to make the output more manageable. For more information on using the search criteria, refer to Searching for Records under Reports.
To create a csv file with the information listed and export it to an email address, capture the email address and click EXPORT.
Create PDF
To view the contents of a Pending Claim Letter, click CREATE PDF where it appears alongside a membership. The Pending Claim Letter will be displayed.
To create and print a Pending Claim Letter in PDF format for a specific member, click CREATE PDF in the Action column alongside the appropriate member. The Pending Claim Letter will be displayed (in PDF format).
Example:
Processing
When the Create PDF button next to a line is selected, the system will create a PDF Document for that Member based on the Document Template with a Process of PENDING CLAIMS and a Sub-Process of 2ND CLAIM FORM and linked as the default for the Benefit Event.
Click Notification Received below Pending Claims. The Pending Claims Notifications screen will be displayed.
This screen displays a list of the Benefit Requests with a Claim Request Type of PENDING CLAIM.
The following columns are displayed:
Timestamp
Scheme Code
Membership No
Company Reference No
Surname
Initials
ID Number
Date of Exit
Benefit Event
Claim Status
Status
Tracing Status
SR Number
Action
The SEARCH option provides the following search criteria:
Scheme Code
Membership No
Company Reference No
Surname
Claim Status
Status
Note:
You can use the search criteria features to make the output more manageable. For more information on using the search criteria, refer to Searching for Records under Reports.
To create a csv file with the information listed and export it to an email address, capture the email address and click EXPORT.
Create PDF
To view the contents of a Pending Claim Letter, click CREATE PDF where it appears alongside a membership. The Pending Claim Letter will be displayed.
To create and print a Pending Claim Letter in PDF format for a specific member, click CREATE PDF in the Action column alongside the appropriate member. The Pending Claim Letter will be displayed (in PDF format).
Example:
Processing
When the Create PDF button next to a line is selected, the system will create a PDF Document for that Member based on the Document Template with a Process of PENDING CLAIMS and a Sub-Process of 2ND CLAIM FORM and linked as the default for the Benefit Event.
Click Claim Forms Sent below Pending Claims. The Pending Claims Sent screen will be displayed.
This screen displays a list of the Benefit Requests with a Claim Request Type of PENDING CLAIM.
The SEARCH option provides the following search criteria:
Scheme Code
Membership No
Company Reference No
Surname
Claim Status
Status
Note:
You can use the search criteria features to make the output more manageable. For more information on using the search criteria, refer to Searching for Records under Reports.
To create a csv file with the information listed and export it to an email address, capture the email address and click EXPORT.
Processing
When the Create PDF button next to a line is selected, the system will create a PDF Document for that Member based on the Document Template with a Process of PENDING CLAIMS and a Sub-Process of 2ND CLAIM FORM and linked as the default for the Benefit Event.
Click Send for Tracing below Pending Claims. The Pending Claims Sent screen will be displayed.
This screen displays a list of the Benefit Requests with a Claim Request Type of PENDING CLAIM.
The SEARCH option provides the following search criteria:
Scheme Code
Membership No
Company Reference No
Surname
Claim Status
Status
Note:
You can use the search criteria features to make the output more manageable. For more information on using the search criteria, refer to Searching for Records under Reports.
To create a csv file with the information listed and export it to an email address, capture the email address and click EXPORT.
Individual Service Requests must then be processed for each of these members to record the details of the follow up as a letter will not be sent but the member either contacted by phone or the Branch Manager or Regional Manager contacted to try and get in contact with the member. For each Member the method of follow-up may be different.