Note

A company may need to define claim specific customers and vendor records as well. Manage these records through Microsoft Dynamics GP.

Setup Area

Description

Agent Setup

Create agent records specific to claims.

Claim Chargeback Type Setup

Define the values available within the Chargeback Type field in Liability and Chargeback when Apply To is “Participating Agent” or “Warehouse.”

Records entered in this setup associate to an Item Code.

Claim Damage Type Setup

Define values available within the Damage Type field in Add Claim Item.

Records entered in this setup associate to an external code.

Claim Denial Code Setup

Define values available within the Denial Code field in Add Claim Item.

Records entered in this setup associate to an external code.

Claim Handling Type Setup

Define values available within the Type field in Add Handling Expense and Add Handling Revenue screens.

Records entered in this setup associate to an Item Code.

Claim Holding Account Setup

NOT IN USE

Claim Insurance Provider Setup

Use this setup to define values available within the Insurance Provider and Insurance Provider Deductible fields in Claim Detail.

Claim Item Rebuttal Status Setup

NOT IN USE

Claim Item Status Setup

Define values available within the Item Status field in Add Claim Item.

Claim Number Setup

Establish claim record formats using this setup. Values created here link to a claim through the Claim Type Setup.

Claim Phone Type Setup

Create the menu options available within the phone field in Claim Detail.

Claim Settlement Clearing Account Setup

Establish the GL clearing accounts by branch for settlement transactions.

Claim Settlement Type Setup

Define values available within the Settlement Type field in Settlement Entry.

Claim Status Setup

Define the values available within the Status field in Claim Detail.

Claim Type Setup

Define the values available within the Type field in Claim Detail. The type set here determines the format of the claim number and the values available for the Damage Type and Denial Code fields.

Claim Type to Claim Damage Type Map

Identify the Damage Type values available for a particular Claim Type.

Claim Type to Claim Denial Code Map

Identify the Denial Code values available for a particular Claim Type.

Email Options Setup

Set order personnel up to receive email notification upon Claim Alert issuance.

Labor Type Setup

Establish types for “Claim Adjuster” and “Claim Expense” in this setup.

The Labor Type of “Claim Expense” will need a GL Number along with the Make orders of this type available in Long Distance flag set.

Note Type Setup

Establish types for “Claims” and “Claim Notification” in this setup.

The application requires the “Claims” type to evoke note functionality in Claims.

Claim Alert functionality requires a type of “Claim Notification.”

Report Setup

Link report and letter documents to the Reports/Letters menu through the Report System Location setting of “Claims Letters/Reports.”

Provide user access to the Claims Out of Balance Report through Report Setup and user Report Profile assignments.

Define letter and form documents available to this module through Forms Designer.

Tasks Setup

Define a set of task items specific to Claims through this setup. Set the Module in Tasks Setup to “Claims.”

Users have the following Task Dependency Dates that link to claim-specific dates:

Actual Claim Received Date

Actual Closed to Customer

Alert Received Date

Claim Closed Date

Claim Created Date

Claim Form Sent Date

Claim Settlement Assigned to Vendor Date

Claim Settlement Invoice Date

Users have a Task User of “Claim Adjuster” for task item assignment. See Responsible Person field setting in Tasks Setup.

Task groups can also be defined to further categorize Task Definitions, primarily used in Claims for narrowing down search results.

User Setup

Personnel Setup

Define adjusters assignable to claims and tasks by setting the Labor Type to “Claim Adjuster.” These users will be available for assignment to the Adjuster field within Claim Detail.

Note: The Labor Type of “Claims Expense” serves the purpose of mapping to item codes for payment processing.

Security Profile Setup

Control user access to Claims based on the following:

Branch not setup for the “Claims” module

Orders will not be available or visible to the user.

Branch setup for “Claims” module and “Read-Only” access

Users will be unable to add or edit claim records associated to orders with these branches.

Branch setup for “Claims” module and “FULL” access

Users will be able add and edit claims associated to orders with these branches.

The Claims option will not be available through the Contents Menu or through the Contents Screen unless at least one branch is associated to the “Claims” module in Security Profile Setup.

Technical Note

The email field in Claim Detail pulls values from the EmailAddress table. No setup exists for this table.

Note

While no specific setup option in the Claims System was meant to directly affect potential fraud, the MoversSuite team strongly recommends separating the ability of a user to create and manage claims from being able to print checks. The MoversSuite Claim process specifically separates these two processes by putting the printing of checks back into the general accounting realm.