Objective
To effectively close a claim in the system.
Key Steps
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Locate the claim by going to Open Claims.
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Find the desired claim and select the file number.
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Click on the green pencil icon to enter the claim.
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Go to the Menu and select Close Claim.
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Choose from the options: Settled, Cancelled, or Close Without Pay.
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Hit Save to close the claim.
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Note the green banner that displays the closing date and settlement date.
Cautionary Notes
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Ensure you have selected the correct claim before proceeding to close it.
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Double-check the selected closure option to avoid errors.
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Make sure to save the changes after selecting the closure option.
Tips for Efficiency
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Familiarize yourself with the system navigation to quickly locate and close claims.
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Keep track of important dates related to the claim for accurate closure.
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Regularly update and close claims to maintain an organized system.