ClaimLogik Plus provides the functionality of tasks and reminders to assist with the claim management workflow. Automated tasks and reminders are configured at the tenant level and apply to all the insurers that come under that tenant. Tasks are defined as assigned items of work that need to be completed on a claim for it to progress. Tasks can be also be manually created by users and assigned to users within their entity or themselves. Reminders are defined as notifications on the claim to remind the users to take an action on the claim. Reminders are identified with the bell icon  in the title.

Searching tasks and reminders

• If you are in a claim, select ‘TASKS’ from the left-hand side menu to view tasks allocated to that claim.
• If you want to view all tasks, select the Task icon  in the top right-hand corner of every page to navigate to the task management section.Note: If you are an ‘Admin’ user, you will be able to see all tasks assigned to your entity (e.g. broker office).

Viewing claim tasks and reminders

• Select ‘TASKS’ from the left-hand side menu.
• A list of all active tasks and reminders on the claim is displayed. Reminders can be identified by the bell icon  in the title.
• Urgent tasks will be displayed as red and sit at the top of the list.
• Search for tasks using the content and status filters at the top of the page.

Note: Some reminders are automatically generated some claim actions that are overdue. These are requested by each insurer to be configured. Tasks and reminders are sorted by priority and then start date by default in the tasks table.

Adding a task

• Select ‘TASKS’ from the left-hand side menu.
• Click the ‘NEW TASK’ button.
  • Choose the priority for this task.
  • Select a user to assign the task to.
    Note: the user’s available in the drop-down will only be within the same broker/intermediary office.
  • Enter a title and a description if required.
  • Select the start and due dates (required).
    Note: if the start and due dates are the same dates, start and due time will be required.
• Click ‘SAVE’ at the bottom of the screen.

Note: tasks assigned to another user will appear in their task list once saved. The claim owner will also be able to see these tasks created.

Updating a task

• Find the task you want to update.
• Click the pencil icon  to the right-hand side to edit the task.
• A pop-up window will display the details of the task.
• Update the details on your task and click the ‘UPDATE’ button.

Place a task on Hold

• Find the task you wish to put on hold
• Click the padlock icon  on the right-hand side to put the task on hold.
• Putting the task on hold removes it from the ‘Active’ task list and puts it on the ‘On Hold’ task list
• When a task has been put on hold, you will be able to click the unlocked padlock icon  to reopen the task

Closing a task

• Find the task you want to close.
• Click the ‘X’ icon on the right-hand side to close the task.
  Note: Upon clicking the ‘X’ icon, the task will move to the closed list. Users will be able to view the list of closed/completed tasks by changing the status filter to show either ‘Closed’ or ‘All Statuses’.
• Automated tasks will not display a ‘CLOSE’ button. These tasks will close as you complete the action required, e.g. task “Emergency Assistance Request follow up” will require supplier follow up on claim to close the task.