We’re thrilled to announce the New CFM Bulk Claims UI!
This enhancement to the bulk claims module comes with a fresh new interface with lots of features and control.
With the bulk-claim permission, you can access this module by navigating to CFM -> Dashboard -> Submit -> Submit Bulk Claim.
You can also access this module via CFM -> Dashboard -> Claims -> Bulk Upload.
We recommend using the bulk claim template that is downloadable from the instructions in order to avoid errors.
HIGHLIGHTS
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You can create Co-op as well MDF Claims through with the bulk upload. (Note: Preapprovals are optional for Co-op Programs but mandatory for MDF Programs).
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You can browse or drag-and-drop your bulk claim file into Upload section. Records and details of all uploads will be displayed on the table below it.
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You can filter by the Uploader name, Uploaded date, Reviewer Name, Reviewer Date.
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You can set up an approval process for bulk uploads to be reviewed or set it to auto approval depending on the Tenant’s preference.
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Note: Bulk Claims can be created two statuses:
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Approved status – For Clients who wish to include these Claims in their disbursements.
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Paid status – For Clients who do not wish to include these Claims in their disbursements.
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On expanding each record on the table, you will find the following downloadable files:
- Uploaded File – The original file that was successfully uploaded.
- Valid File – A file containing the list of all valid records for which Claims are created on the system.
- Invalid File – A file containing all invalid/incorrect records which will not be processed along with the reasons why they failed.
- Bulk Claim Report – A final report listing all Claims with Claim IDs that have been successfully created in the system.
