Claim Document Checklist
- Anne Vu: Insurance-VN
Table of Contents
Introduction
This feature will allow you to configure the list of necessary document types that a customer needs to provides for their claims on a specific product.
To access to this page, please see https://contemi.atlassian.net/wiki/spaces/SHC/pages/1762296043/Claim+Settings#Access-to-Claim-Settings
Prerequisites
Add new document type
On Document Checklist tab, click on Add Document Type button. It will show a popup for you to provide new document type information.
On this popup, you need to provide:
Document Type Id: unique identity of the document type that you need to assign to the document type.
Product: defines the product that this document type is used for. This means, when you create a claim against a policy of the product, this type will be displayed as one of document types in Claim Documents list that a customer needs to provide.
Document Type Name: short name to identify the document type.
After you’re done with required document type information, you need to click Save to accept creating new document type. The new document type will be added and displayed in the Document Checklist List.
Update existing document type
On Document Checklist list, click on Edit button of one document type. It will show Update Document Type popup where you can update the Document Type information.
After you’re done with required document type information, you need to click Save to accept the changes. The changes will be reflected in the Document Checklist list.
Delete existing document type
On Field list, click on Delete button of one document type. It will show a confirmation.
If you’re ok, please click Yes to accept deleting the document type. The document type will disappear from the Document Checklist list.
Use Document Checklist in Claim Details
On a claim with the product that has the document checklist defined, it will show the document checklist as a list of document types in Documents tab of Claim Details by default.
For example: product Travel has 3 document types defined: Boarding pass, Flight ticket and Medical report. By default, it will show like this on Claim Documents:
Related Topics
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