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Approve receipts

All insurance claims receipts will be subject to approval process after an assessment or verification of the receipts / documents presented. This window of Loan Performer is used to approve or reject the Insurance claims.

Note that the person approving the receipt should be different from the person who entered the receipt.

How to approve insurance claims receipts

To approve insurance claims you go to Insurance/Approve receipts and a screen like the one below shows up:

• Policy: Select the insurance policy whose claim you want to access.
• Select claim: From the drop down, select the claim whose receipts you want to approve. The details of this claim will appear in the scroll bar. Click on the Receipt number e.g "0001" and the details will appear in the fields provided above.
• Approve date: Enter the approval date of the receipt e.g. "20/07/2020"
• Receipt number: The receipt number will automatically appear here. This receipt number is the one entered during the registration of receipts atInsurance/Claims.
• Receipt amount: The receipt amount will automatically appear here. This amount is captured from the claim receipt that was entered during the registration of receipts at Insurance/Claims
• Approved amount: Enter here the approved amount. The approved amount is the amount arrived at after verification of the claim. It can be the receipt amount as above if there are no adjustment after verification or an adjusted amount. The approved amount is the amount that will appear at claim payment at Insurance/Claim payment.
• Pick: Use the pick button to select the client whose claim receipt you want to approve.
• Reason: Enter here an explanation of the approval if there is a difference between the receipt amount and the approved amount.
• Save: Click on the Save button to save the details of the approved transaction. This details will be available for claim payments
• Reject: Click on the Reject button to reject the claim.This option doesn't allow the claim to be re submitted.
• Cancel: Click on the Cancel button to terminate the approval process. This option allows the user to start the process all over again.

Related Topics

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