Show/Hide Toolbars

Filopto Help Manual

Filopto supports the recording of claims for insurance companies not supported via a Direct Claim Connector.  The generic Other Connector, records the claims for accounting purposes and permits users to track (AR) the outstanding claims for any insurance company.

 

 

IMPORTANT:

 

Each claim jurisdiction has specific requirements on how to successfully submit claims. YOU MUST REVIEW AND FOLLOW YOUR SPECIFIC JURISDICTION CLAIM REQUIREMENTS BEFORE USING THE CLAIM CONNECTOR.

 

 

 

 

When the Other option is chosen in the Insurance Profile field for the selected insurance company a generic claim form is created to record claims made to the insurance company. A claim printout is also available.

 

Insurance Profile  : This tells Filopto which dialogue screen and connector to use when preparing and processing claims.

 

otherconnector

 

 

In the Invoice screen users can select an Insurance company linked to the other claim connector.  Choosing to create the claim will present the user with the Other Claim form screen for recording the claim information.  Users can select inventory items by using the "Click Here to add a claim form" to add it to the claim.

 

 

otherclaims

 

A printout for the claim can be printed by viewing the claim.

 

ProvideClaimForm4