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Configuring claims approval workflow

Automatic workflow can be configured for your teams to sign off claims using a streamlined approval process.

Workflow groups are used to group job roles for each step of the approval workflow. Users within a workflow group can only approve a clam if they have been given the read and write permission for trading partners within permission groups.

This article will guide you through:

  1. How to access workflow configuration
  2. How to configure a workflow group
  3. How to configure an approval workflow

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How to access workflow configuration

Claims admin users have access to the Config area and workflow configuration within the Claims app. If you require additional help, please reach out to our support team here.

To access workflow configuration:

Step 1: Within the Claims app, click on Config in the green banner at the top of the page.

Step 2: Click on Workflow in the drop-down menu.

Workflow Configuration within the Claims app

How to configure a workflow group

Approval workflow consists of configured workflow groups for each step of the claim sign off process. We recommend that you create a workflow group for each job role involved in approving claims.

To create a workflow group:

Step 1: Click the Create a workflow group button.

Step 2: Enter a Name for the group, e.g. Commercial team.

Step 3: Search for your users and set the checkbox for users who will be included in this group.

Step 4: Click the Save button.

Repeat these steps for all required workflow groups before you create your workflow below.

Tip: To edit a workflow group after the group has been saved, simply click on the relevant workflow group in the list within Workflow Configuration and make any required changes using steps 3 and 4 above.

Create Workflow Group

How to configure an approval workflow

Once your workflow groups have been created, you can configure your approval workflow to include a group for each step of the claim sign off process.

To create an approval workflow:

Step 1: Click the Create workflow button.

Step 2: Enter a Name for the workflow.

Step 3: Click the ☰ icon next to Select Workflow Group. Click the Workflow Group… button to choose the group to be used for the draft step, i.e. the group of users who will be creating draft claims. Review the users within the workflow group you have selected, then click the Save button.

Step 4: Click the Create Step button to add additional steps of approval required for the workflow.

Step 5: For each additional step, click on the step number on the left and repeat selecting a workflow group.

Step 6: If you are ready for the approval workflow to be applied to all claims, set the Active toggle.

Step 7: Click the Save button.

Tip: To edit an approval workflow or add additional steps after the workflow has been saved, simply click on the relevant approval workflow in the list within Workflow Configuration and make any required changes using steps 3 to 7 above.

Create Approval Workflow

What’s next?

Ready to start the approval process for a claim? Learn how to start the approval workflow and approve a claim here.

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