Understanding the Problem
The Claim Under Edit report allows the firms to view all of their claims that are currently being edited by users in their firm. Claims in edit mode stay “locked” in the same status for 30 days, as well as any linked claims, until the firm user either submits or cancels the edit. In other words, if a user editing a claim leaves that claim prior to submitting or cancelling their edits, this claim will be prevented from progressing on to the next stage of the claims process for at least 30 days.
For example, in the image above as the firm user begins editing the claim, a banner is displayed notifying the user that the ‘Pending edits will be cancelled on 10/3/2020 if not submitted’. As long as the claim is in edit mode, the claim will not progress onto the next step to have a Release Offer generated. This undoubtedly will increase the time it will take for this claim to progress through the necessary steps to receive payment.
To identify claims currently “locked” in edit mode so that the user can either submit or cancel the edits. This process will prevent temporary inactivity and allow the claim to proceed through the normal claim process.
You have completed the Claims Under Edit Tutorial. We hope that the lesson was informative and helpful. If you would like additional assistance, please contact the Trust at (866) 665-5790. For a printer friendly version of this tutorial click on the link below.BACK TO TUTORIALS