Create an Open Claim Transaction


Concept

In this topic you will go through the steps for creating an open claim transaction.


Steps:

  1. Click in the User ID field.

    Step 1
  2. a valid value
     e.g.
    Enter
     "gigi.mathews"
     into the User ID field.

    Step 2
  3. Click in the Password field.

    Step 3
  4. a valid value
     e.g.
    Enter
     "welcome1"
     into the Password field.

    Step 4
  5. Click the Sign In button.

    Step 5
  6. Click the Main Menu button.

    Step 6
  7. Click the Workforce Monitoring menu.

    Step 7
  8. Click the Health and Safety menu.

    Step 8
  9. Click the Obtain Incident Information menu.

    Step 9
  10. Click the Open Claim menu.

    Step 10
  11. Click the Add a New Value tab.

    Step 11
  12. Click in the Claim Number field.

    Step 12
  13. a valid value
     e.g.
    Enter
     "20151009"
     into the Claim Number field.

    Step 13
  14. Click the Add button.

    Step 14
  15. Click in the Date Opened field.

    Step 15
  16. a valid value
     e.g.
    Enter
     "08/17/2015"
     into the Date Opened field.

    Step 16
  17. Click in the Date Closed field.

    Step 17
  18. a valid value
     e.g.
    Enter
     "08/17/2015"
     into the Date Closed field.

    Step 18
  19. Click the Approved option.

    Step 19
  20. Click in the Empl ID field.

    Step 20
  21. a valid value
     e.g.
    Enter
     "000002521"
     into the Empl ID field.

    Step 21
  22. Click in the Incident Number field.

    Step 22
  23. a valid value
     e.g.
    Enter
     "70000009"
     into the Incident Number field.

    Step 23
  24. Click the Investigated option.

    Step 24
  25. Click the Claim Charges tab.

    Step 25
  26. Click the Type of Charge drop-down list.

    Step 26
  27. Click the Medical Costs list item.

    Step 27
  28. Click in the Charge Date field.

    Step 28
  29. a valid value
     e.g.
    Enter
     "08/17/2015"
     into the Charge Date field.

    Step 29
  30. Click in the Charge Amount field.

    Step 30
  31. Enter "500.00" into the Charge Amount field.

    Step 31
  32. Click the Claim Provider tab.

    Step 32
  33. Click in the Provider Claim Nbr field.

    Step 33
  34. a valid value
     e.g.
    Enter
     "20151009"
     into the Provider Claim Nbr field.

    Step 34
  35. Click in the Provider Name field.

    Step 35
  36. a valid value
     e.g.
    Enter
     "WIFI"
     into the Provider Name field.

    Step 36
  37. Click in the Assessment Date field.

    Step 37
  38. a valid value
     e.g.
    Enter
     "08/17/2015"
     into the Assessment Date field.

    Step 38
  39. Click the Disposition drop-down list.

    Step 39
  40. Click the Not fit to return at present list item.

    Step 40
  41. Click the Save button.

    Step 41
  42. Click the Home link.

    Step 42
  43. Click the Sign out link.

    Step 43

You have completed the steps for the Create an Open Clain Transaction topic.

Table of Contents  Start Topic