...
Process Step | Status |
|---|---|
Prepare Claim - Is the initial capture of the claim in Workbench prior to internal review. | Entered |
Internal Claim Review - The claim is internally reviewed with the usual Standard or Workflow approval process and their accompanying statuses, typically ending as with Internal Approval. | Ready for Certification |
Send Claim - Once internally approved the claim certificate will be sent to the client for assessment, indicated by a Send To Client tickboxMark as Sent button on the email screen. | Sent for Certification |
Client Claim Review - This is the external review by the client and their response of the certified values. |
|
Record Certified - The certified values received from the client are recorded against the initial claim values. | In Certification |
Finalise Invoice - When all the certified values are recorded and the invoice is finalised the claim invoice is generated and attached to the record. It is displayed prompting the user to optionally send to the client at this point. | Certified |
Send Certified - Once finalised the claim invoice can be sent to the client if required, indicated by a Send To Client tickboxMark as Sent button on the email screen. | Sent Invoice |
Export Batch - Once ready the batch including the invoice can be exported. | Updated |
...