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Verifying Changes to Effective Dating Fields

When an agent creates an entry for a field value in the Effective Date dialog box, the Status field, if it appears for the field in the dialog box, is automatically populated with a value of Pending. If administrators enable the Status field for an effective dating field, then the Status field appears in the Effective Date dialog box for the field. For more information about enabling the Status field for an effective dating field, see Implementing Effective Date Tracking.

For the Status field value of Pending, the rules engine does not use the field value to determine benefits when benefit plans are generated for the case. If an agent changes the Status field value to Rejected or Cancelled, then the rules engine still does not use the field value to determine benefits. If an agent changes the Status field value to Approved, then the rules engine uses the field value to determine benefits. Only agents with the proper authority can change the Status field value to Cancelled or Approved. Administrators set up this authority when they implement effective date tracking. For more information about setting up this authority, see Implementing Effective Date Tracking.

Before changing a Status field value, an agent with the proper authority verifies the field value. This verification might involve reviewing supporting documentation for the field value or contacting people to check the validity of the field value. After verifying the field value, the agent performs the procedure in this topic to complete the verification.

To verify a change to an effective dating field

1. Navigate to the appropriate screen or view.
2. Click the field for which you want to verify a value.

   An effective date button appears in the field.

3. Click the effective date button in the field.
4. In the Effective Date dialog box that appears, change the value in the Status field of the entry for the changed field value as follows:
   • If you cannot verify the field value, or if you do not want to approve the field value, then select a Status field value of Rejected.
   • If you can verify the field value, or if you want to approve the field value, then select a Status field value of Approved.
   • If you want to retain the field value without rejecting or approving it, then select a Status field value of Cancelled.
5. Click Close to close the Effective Date dialog box.

   After you close the dialog box when you approve the entry for a changed field value, an attempt is made to adjust the date range of the prior approved entry so that this date range does not overlap the date range of the new approved entry. If this attempt fails, then the Conflicting Approval Records dialog box appears showing prior approved entries with date ranges that overlap the date range of the new approved entry.

6. If the Conflicting Approval Records dialog box appears, then complete either of the following steps:
   • To change the Status field value to Cancelled for the prior approved entries with date ranges that overlap the date range of the new approved entry, click Auto Align, and then close the Effective Date dialog box.

     Additional approved entries might be created for the parts of the date ranges of the prior approved entries that do not overlap the date range of the new approved entry.

   • To return to the Effective Date dialog box, click Cancel Auto Align.

     In the Effective Date dialog box, you can change the Status field value of the new approved entry, you can delete that entry, or you can change the date range for that entry.