Purpose of the Report: Using this report, you can extract the claim approved, rejected, overridden, withdrawn claim item details for a selected date range. A detailed report can be generated by selecting a specific template, claim item, claim status, or selecting all the template, claim item, and claim status.
Also, this report gives the complete details of current status along with claim applied & approved date and time, current reviewer name & number, including the remarks)
Frequency of the Report: You can generate this report anytime.
Prerequisite: At least 1 claim transaction should be there in the application to generate the report. It can be in any status like applied, approved, rejected, withdrawn, etc.
Path to generate the report
Step 1: Navigate to Reports >>Reports Gallery
Step 2: Search for the "Claim Details Report"
Step 3: Select the From Date and the To Date
Step 4: Select the Claim Form
Step 5: Select the Claim Category
Step 6: Select the Claim Element
Step 7: Select the Claim Status
Step 8: Select Group By
Step 9: Go to Options, select the category, enable the check box Include Receipt NUmber if applicable also set the Report Output Type.
Step 10: Click on Save
Step 11: Click on Generate
The Claim Details Report will be generated and available under the Recent Reports section.
The Recent Reports page displays the reports that you have recently generated. You can regenerate them by clicking on Run Again.