Using the Service Delivery module in quickclaim

This is where all the standard weekly claims populate each Monday, using the items in the Roster of Care module as a template.

You can see in the screenshot below that we have used filters to view Jack Bairstow’s populated claims, and that they have been created from the items in his Roster of Care. 



You can use other filters to see, for example, a particular week that you know contained a public holiday, or where Matt was unwell and didn’t go to his normal workplace so required extra support. You can then edit or add a claim as required using the same technique as above. 


Once you’re happy with the claims, you can press “approve all” and they will push through to either your Claims module (if they’re agency managed) or Invoice module (if they’re self or plan managed).

 

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Next: Claim Management