This report shows the status of all claims in progress (i.e. claims that have been initiated via the Benefits or Contributions (Payroll) processes.
The report is produced in two stages:
- input the selection criteria and submit the job
Note:
The reports are not displayed automatically.
- view the completed reports
When a batch run is scheduled and the scheme selected is a Main Umbrella scheme, then the data will be extracted per Sub-Umbrella scheme linked to the Main Umbrella scheme, thereby grouping the information per Sub-Umbrella scheme, in one report.
From the Exits menu, click alongside Claims Tracking on the sub-menu on the left. Additional options will be displayed.
Click Create below Claims Tracking. The Claim Tracking Report screen will be displayed.
Select the required Exit Date: FROM transaction date, and enter your e-mail address. These fields are mandatory. You can optionally provide the following information to refine your search criteria:
- TO (date)
- Benefit Categories
- Employers
- Reference Number
Note:
If the Pooling Status on the scheme selected is Main Umbrella, then the following fields will not be enabled for selection:
- Benefit Categories
- Employers
- Reference Number
Click SUBMIT.
The system will extract only the data for Benefit Requests with a Date of Exit greater than or equal to the Exit Date: From captured.
If a Exit Date: To is captured, the data for the Benefit Requests with a Date of Exit less than or equal to the date captured will be extracted.
If Employers: (Employer Code) is selected, only the data for the Memberships linked to the Participating Employer for which the code is captured will be extracted.
The current report detail will be displayed on the lower portion of the screen.
A message will indicate once the job has been successfully submitted, and an e-mail will be sent to you.
Click View below Claims Tracking. The Report Selection screen will be displayed.
To select a report, click on the hyperlinked display in the Action column alongside the appropriate selection.
The CLAIMS TRACKING REPORT will be displayed.
The following columns are displayed:
- Scheme Code
- Employer Name
- Membership Number
- Surname
- Initials
- Date of Birth
- Benefit Event
- Date of Exit
- Benefit Update Type
- Benefit Update Type Status
- Update Type Time First Opened
- Update Type Time Last Updated
- Gross Benefit Amount
- Tax Amount
- Comment
The system will display the applicable value for the Benefit Payment Update Type, as per the table below.
|
BENEFIT PAYMENT UPDATE TYPE |
VALUE |
|
CALC BENEFIT |
GROSS BENEFIT AMOUNT |
|
TAX DETAILS |
TAX AMOUNT
The total of the amount captured for Tax Amount under Tax Directive Details (IRP 3) and the following amounts captured under Outstanding Tax (IT88): - Employee Tax Amount - Value Added Tax Amount - Provisional Tax: Amount 1 - Provisional Tax: Amount 2 - Provisional Tax: Amount 3 |
Note:
The following Benefit Payment Update Types will be excluded:
NOTES
ADJ BENEFIT
The system will also display any Note captured for the Benefit Payment Update Type displayed, in the Comment column of the report. This will only be displayed if the text in the Heading field on the Note matches one of the Note Headings listed in the table below..
|
BENEFIT PAYMENT UPDATE TYPE |
NOTE HEADING |
|
PAYMENT DETAILS |
PAYMENT ALLOCATION |
|
DEATH |
COVER or RISK DEATH DECISION |
|
DISABILITY |
COVER or RISK DISABILITY DECISION |
|
TAX DIR REQUEST |
TAX DIR REQUEST |
|
TAX DIRECTIVE |
TAX |
|
BENEFIT PAYABLE |
BENEFIT PAYMENT |
Note:
Claims that have been initiated via Payroll Admin will not have a benefit event.
Main Umbrella Schemes
If the Report is for a Main Umbrella Scheme, the data will be extracted per Sub Umbrella Scheme linked to the Main Umbrella Scheme, and displayed in one report.
The same information as per the Sub Umbrella reports is displayed and the information is grouped per Sub Umbrella scheme, and sorted per Scheme code as follows:
- Numeric codes Ascending order
- Alpha codes Alphabetical order
- Combination codes Alphabetical order
When a report is selected, the same report is displayed on the Report Selection screen.
The following columns are displayed:
- Employer Name
- Membership Number
- Surname
- Initials
- Date of Birth
- Benefit Event
- Date of Exit
- Benefit Update Type
- Benefit Update Type Status
- Update Type Time First Opened
- Update Type Time Last Updated
- Gross Benefit Amount
- Tax Amount
- Comment
Note:
Claims that have been initiated via Payroll Admin will not have a benefit event.
You can create an export file (in CSV format) of the report. Capture the e-mail address to which the report must be sent and click EXPORT.
If the export was successful, the screen will display the following message:
Email sent successfully
