Recipient Management
- Anne Vu: Insurance-VN
Table of Contents
Introduction
This feature helps to manage shared recipients that you can use across Claim module.
Recipients are created here can be selected when user creates payment/recovery transactions or updates claimant in Claim form.
To access this feature, please see https://contemi.atlassian.net/wiki/spaces/SHC/pages/1762296043/Claim+Settings#Access-to-Claim-Settings
Prerequisites
To view and add a recipient, no permission is required.
To update or delete a recipient, you need permission “Manage recipient list”. See Claim Permissions
Add new Recipient
On Recipient Management tab, click + Create button, it will show the popup to add a new Recipient.
There are 2 types of recipient that you can create: Person or Company. Click on one option.
If you chooses Person, it will show the following form:
On this popup, you need to provide:
NIN / Organisation No.
First Name
Last Name
Address
Postcode
City
Phone Number
Email
Country
Notes
If you chooses Company, it will show the following form:
On this popup, you need to provide:
NIN / Organisation No.
Company Name
Representative Name
Address
Postcode
City
Phone Number
Email
Country
Notes
After you’re done with required information, you need to click Save to accept creating new recipient. The new recipient will be added and displayed in the Recipient list.
Edit existing Recipient
On Recipient list, click on Edit button of one Recipient. It will show Update Recipient popup where you can update the recipient info.
After you’re done with required information, you need to click Save to accept the changes. The changes will be reflected in the Recipient list.
Delete existing Recipient
On Recipient list, click on Delete button of one recipient. It will show a confirmation.
If you’re ok, please click Yes to accept deleting the recipient. The recipient will disappear from the Recipient list.
Related Topics
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