Claim Statuses

Use claim statuses to monitor your claims. Each status indicates the progress of the claim from creation to settlement.

A user status can be assigned to each of the claim system status to further track the progress of the claim, based on your business practices.

Status

What Happens to the Claim

Open

New claim

Approval Pending

Claim research is complete, with corresponding claim reason applied. The claim analyst has submitted the claim for approval, but isn't yet approved.

Approval Rejected

Claim is rejected internally.

Settlement Pending

Claim has been submitted and is pending settlement.

Settled

Claim has been updated with settlement details in the Settlement tab including:

  • Settlement documents

  • Payment instruments

Canceled

Claim is canceled by the claims analyst. This action is irreversible.

Status Transitions for Claims

The following figure shows the status transitions that can happen in a claim.

This figure shows the status transitions for claim statuses.

User Action and Status Transitions

User Action

Source System Status

Target System Status

Submit

Open

Approval Pending

Cancel Claim

Open

Canceled

Approve

Approval Pending

Settlement Pending

Reject

Approval Pending

Approval Rejected

Return to Open

Approval Rejected

Open