WHAT’S NEW IN THIS RELEASE
| Feature | SL |
| Add Final Filing | |
| Add Ability to Manually Move Filings To and From Accumulating |
|
OVERVIEW
Ringmaster is pleased to provide you with an overview of the enhancements that have been introduced into Smart-LinQ in the first Release in January.
Add Final Filing
Our users need to be able to explicitly convey that a Spec Reimbursement is being requested for the final time member on this year's policy. As such, Smart-LinQ is introducing a Final Filing status.
- It is a simple flag that is manually marked or unmarked. It has no logic or workflow
- Only one filing per member can be marked as Final. If user chooses to mark a different filing as Final, the flag will be applied to the desired filing and unmarked from the other filing.
-
A filing in Accumulating that is marked as “Final” will stay in Accumulating until manually moved to another stage. This allows that filling to continue to amass claims against it.
| Set / Unset a Filing as Final |
| View Final Filing flag on Filing Details and Filing Cover Sheet |
| Capture audit events of Final Filing set or cleared. |
| Leverage Final Filing Field on Filings and Filing Submission Records |
Add Ability to Manually Move Filings To and From Accumulating
Users may now manually move Filings out of or back to Accumulating thru the change stage feature on the Filing Card.
Note that when Filings are moved back to Accumulating, Smart-LinQ will delete other filings and absorb claims into the moving Filing. The rules are:
- If an Initial Filing is moving to Accumulating, delete any Subsequent filings in Accumulating and move the claims to the moving filing.
- If a Subsequent Filing is moving to Accumulating, delete any Subsequent filings in Accumulating and move the claims to the moving filing.
- If an Advanced Funded Filing is moving to Accumulating, delete any Advanced Funded filings in Accumulating and move the claims to the moving filing.
| Change the Filing Stage |
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