Defining claim types

Use claim types to define settings when you create claims.

  1. From the main menu, select Master Explorer > Configuration > Claim Type.
  2. Click New.
  3. Specify this information:
    Claim Type
    Specify the claim type.
    Claim Type Name
    Specify the name for the claim type.
    Claim Type Description
    Optionally, provide a description for the claim type.
    Number Series
    Select Automatic to enable automatic assignment of the number series for each created claim.
    Number Series Type
    To specify the number series type, use any of these options:
    • Select a number series type from the list.
    • Right-click to add or find a number series type.
    Internal Claim Processing
    Select the check box to process claims in the application. If this check box is not selected, claims will be processed in the ERP.
    • 0 indicates that BODs for debit notes are sent to the ERP for payment processing.
    • 1 indicates that no BODs for debit notes are created and sent to the ERP. Tagging as paid is done within the application.
  4. Click Save and close form.