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Verifying Changes to Effective Dating Records

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

For the Status field value of Pending, the rules engine does not use the entry 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 entry to determine benefits. If an agent changes the Status field value to Approved, then the rules engine uses the entry 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 entry. This verification might involve reviewing supporting documentation for the entry or contacting people to check the validity of the entry. After verifying the entry, the agent performs the procedure in this topic to complete the verification.

To verify a change to an effective dating record

1. Navigate to the appropriate view.

   Only active records appear in the view.

2. Select Show All Records in the view menu to show inactive and active records.

   The Inactive field is selected for the inactive records and not selected for active records.

3. Select the inactive record for which you want to verify an entry, and click Link History.
4. In the Link History dialog box that appears, change the value in the Status field of the entry for the record as follows:
   • If you cannot verify the entry, or if you do not want to approve the entry, then select a Status field value of Rejected.
   • If you can verify the entry, or if you want to approve the entry, then select a Status field value of Approved.
   • If you want to retain the entry without rejecting or approving it, then select a Status field value of Cancelled.
5. Click Close to close the Link History dialog box.

   After you close the dialog box when you approve the entry for a record, 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 Link History 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 Link History dialog box, click Cancel Auto Align.

     In the Link History 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 of that entry.