Create Task Definitions for claims-specific duties within the MoversSuite Administration - web that can be referenced to help coordinate the management of a claim.

 

Set general information regarding the claims tasks and other data, as needed, within the Definitions tab.  The Module should be that of “Claims” and an Account must be specified, in addition to the Task Definition Name.

 

 

 

Figure 50: Task definitions for claim types

 

Define date-dependent tasks within the Tasks tab and associate them to a person responsible for completing the task.  A user can select any value available from within the drop-down menu for the Dependency Date field, however the following dates specifically reference a claim record:

•      Claim Closed Date

•      Claim Created Date

•      Claim Settlement Assigned to Vendor Date

•      Claim Settlement Invoice Date

 

 

Set the Due Days for the number of days before or after the Dependency Date that a task must be completed by, as defined by the Due Type. 

 

Set the Active flag to make the change available to the MoversSuite application.

 

Finally, associate the definition to a Task Group.  There must be at least one group setup for any Task Definition.  Set other fields within the Groups tab, as needed.

 

The list of users who have the ability to view and/or make changes to the list of tasks is defined within the Security Profile definition for each user.  See the User Setup and Access and the Claim Alerts, Notes, and Tasks sections for more information.