704. Services with insurers – Generation of transactions by company
ebroker allows you to view your policy transactions, receipts and claims received through connectivity broken down by company.
695. Search for policies, receipts or claims by client group
ebroker allows you to search for policies, receipts or claims by the Client Group field.
685. Claims – Office Processor (Official Processing)
ebroker allows you to indicate the user responsible for the office that generates each claim.
684. New combined fields for claims templates
ebroker allows you to create templates for letters, labels and envelopes, for which new combined fields from the Claims module have been added.
663. Automatically close tasks when canceling the claim
ebroker, allows you to automate the closing of tasks related to claims when said claim is canceled or closed. Go to Control Panel > General Options > Parameters > Claims, here you will find the option Automatically close tasks when canceling the claim. If you check this box, ebroker will close the tasks related to a claim when it is closed or cancelled, leaving the tasks with a COMPLETED status.
654. Companies – Claims processors
ebroker, allows you to register claims processors at the company level. To carry out this process, access the Companies module, search for the insurer with which you want to register this processor and access Organization. Within this tab, in Contacts, you must register an area and department in their respective fields and, once created, the Contact Management option will be enabled. In this section, when registering a new contact within the previously indicated area and department, complete the required fields and check the Claims processor box. After having created it, it will be available to select in the Process field. Inc. in claims belonging to the company.
