Updating the claim status and decision
Written by Wilbur Admin
Updated at December 20th, 2020
As the claim progresses, you will need to track the claim status and the claim decision. The Claim Status options include:
- Draft – This status is assigned when the claim is lodged via an online lodgement form. Payments cannot be raised against claims with this status.
- Open
- Closed - Payments cannot be raised against claims with this status.
- Reopen
- Cancelled - Payments cannot be raised against claims with this status.
Note: There is a secondary reason list to capture the detail for selecting the claim status.
The Claim Decision options include:
- Pending
- Approved
- Declined
- Partial Declined
- Withdrawn
- Unsure
Update claim status
- Open the Claim Details screen.
- In the Claim Summary, select the arrow button
next to Claim Status. - Select Change Reason to update the Open status of the claim.
Update claim decision
- Open the Claim Details screen.
- In the Claim Summary, select the arrow button
next to Claim Decision. - Select Decision type from the menu.
- A pop-up window will display to confirm the decision change and Reason for Decision.
- Click the Decision button to confirm.
Refer to ‘Reopen and close claim’ module for further information on Claim Status.