Archive HSP Claims |
  
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Archiving HSP Claims is a tool for housekeeping your data. It allows users to archive selected HSP Claims so they no longer appear in selection windows. Archiving means that these HSP Claims will no longer be available in the ENTER HSP CLAIM option. Choose the filters below to only archive claims with specific variables. Note: Only HSP Claims which have been through the Daily Close process can be archived. HSP Claims with outstanding balances due cannot be archived.
The screen prompts are:
ALL CLAIMS - Selecting All Claims will disallow users from choosing one specific claim.
CLAIM - If ALL CLAIMS is unchecked, you can enter a specific claim number (or use the search tool to find and select one specific claim to archive).
FROM CLAIM DATE - Choose a starting date for claims to archive.
TO CLAIM DATE - Choose an ending date for claims to archive.
CLAIM TYPE - Select what type of claim to archive.
CLAIM CONTENT - Select from either EMPTY (No items on claim), $0.00 (Claim nets out to $0.00) or All (All Claims).
DELETE EMPTY CLAIMS - Check this box to delete claims that were created but are empty (never populated with information.)
IGNORE CLAIMS WITH AID - Check this box if you do not want to archive any claims that have a hearing aid.
ALL LOCATIONS - When selected, all locations' claims will be selected.
LOCATION - If ALL LOCATIONS has not been selected, individual locations can be indicated here.
Next you are presented with the claims that fall within the criteria selected on the previous screen.
The Claim details, the location and whether or not the claim is a manual claim is displayed. ARCHIVE will be auto populated with a check box to identify that a claim will be Archived when the CONTINUE button is selected. To "UN select" a claim for archiving, you can "uncheck" the Archive field. To print this list, click the PRINT button. To see more details for each claim you can press the ... box to the right of the Claim Number.
Note that Claims cannot be archived if:
1) They have line items (or products) that have not gone through Daily Close.
2) They have payments that have not gone through Daily Close.
3) They have funding amounts with receivables.
4) They have taxes that have not gone through Daily Close.
When ready to archive selected claims, click the CONTINUE icon.