Editing a Claim Template

Procedure

To edit a claim template:

  1. Search for the Claim Template extendable lookup in the Extendable Lookup Query screen.
  2. In the Search Results section, click the link in the Description column corresponding to the extendable lookup business object whose details you want to view.
    The Extendable Lookup screen appears.
  3. In the Extendable Lookup Value List zone, click the Edit (The Edit Icon) icon in the Edit column corresponding to the claim template whose details you want to edit.

    The Claim Template screen appears. It contains the following sections:

    • Main - Used to specify basic details about the claim template. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Claim Template Displays the claim template. Not applicable
      Description Used to specify the description for the claim template. Yes
      Override Description Used when you want to override the description of the claim template. No
      Detailed Description Used to specify additional information about the claim template. No
      Status Used to indicate the status of the claim template. The valid values are:

      • Active

      • Inactive

      		 Yes

    • Claim Template Usage - Used to indicate when the claim template can be used while defining a claim pricing rule for a policy of a bill group. It contains the following field:

      Field Name Field Description Mandatory (Yes or No)
      Policy Status Used to indicate whether you want to use the claim template while defining a claim pricing rule for a policy which is in the In Force/Active, Post Runout, or Runout status. The valid values are:

      • In Force/Active

      • Post Runout

      • Runout

      		 Yes

    • Claim Handling Fees - Used to indicate the claim handling fees for the lines items which are added in the claim template.

    • Default Markup or Markdown Values - Used to indicate the default markup or markdown values for the claim line items which are added in the claim template.

    • Line Items - Used to indicate the line items in the claim template.

    Tip: Alternatively, you can edit the details of a claim template by clicking the Edit button in the Extendable Lookup Value zone.
  4. Modify the required details in the Main section.
  5. Modify the policy status in the Claim Template Usage section, if required.
  6. Add, edit, or remove the claim handling fees for the line items in the claim template, if required.
  7. Modify the default markup or markdown values for the line items in the claim template, if required.
  8. Add, edit, or remove line items from the claim template, if required.
  9. Click Save.
    The changes made to the claim template are saved.

Related Topics

For more information on... See...
How to search for the Claim Template extendable lookup Searching for the Claim Template Extendable Lookup
Extendable Lookup screen Extendable Lookup (Claim Template)
Extendable Lookup Value List zone Extendable Lookup Value List
Extendable Lookup Value zone Extendable Lookup Value
How to define the claim handling fees for the line items in the claim template Defining the Claim Handling Fees for Line Items in the Claim Template
How to define the default markup or markdown values for the line items in the claim template Defining the Default Markup or Markdown Values for Line Items in a Claim Template
How to add the line items in a claim template Adding a Line Item in a Claim Template