Optionally define a Report Profile setup (Common > Reports > ReportProfile) within the Mover’s Suite Administration to allow access to claim-specific reports.  This profile will be used to grant user access to reports by an association established within the Report Profile Detail setup.

 

This setting is optional, and existing Report Profiles can be used to access the Claims Out of Balance report, as well as any other claims-specific reports, letters, and forms that may need to be referenced.

Reports Definitions

 

Create references in the Reports setup (Common > Reports > Reports) within the Mover’s Suite Administration for any reports, forms, and letters that need to be accessed from within the application.

 

The Claims Out of Balance report will exist on a user’s system and will need to be defined in this setup in order to be accessible by Report Profiles.

 

Other claim-specific documents may need to be established as well.  If the document is to be rendered through the Reports/Letters button within the Claims interface, then the System ID should be set to “CLAM”.   Note: The Claims Out of Balance report will not work with a System ID.

 

Refer to the Reports Setup section for more information on report settings.

 

Once all the letters, forms, and reports have been defined in the Reports setup, refer to this list of reports when defining which users (Report Profile) can access them, as part of the Report Profile Detail setup.