Workflow Events

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Various actions in the claim workflow, such as the automatic generation of documents and e-mails, can be set to activate on specific events.  These events are configured here, and are based on specific actions that result in a change of claim status.

Creating a New Workflow Event

  1. In the main menu, select Claims, Configuration, Workflow, then Events.  A list of all available events is displayed.

  2. Click Add.  The Workflow Event window opens.
  3. Complete the necessary information.  Fields marked with a red asterisk * are required.

    4. Name

    Enter the name of the event.

    Code

    Enter the code of the event.

    Action

    Select the action that will trigger the event.

    Initial Status

    This field will become available if it is suitable for the selected Action.  The event can be configured to only trigger if the claim begins in a certain status before the selected Action.  Select Any if the event should be available regardless of the initial status.

    Initial SubStatus

    This field will become available if it is suitable for the selected Action.  If a specific Initial Status has been selected, a sub-status can be selected to further define the required initial status.  Select Any if the event should be available regardless of the initial sub-status.

    Final Status

    This field will become available if it is suitable for the selected Action.  The event can be configured to only trigger if the claim ends in a certain status after the selected Action.  Select Any if the event should be available regardless of the final status.

    Final Sub Status

    This field will become available if it is suitable for the selected Action.  If a specific Final Status has been selected, a sub-status can be selected to further define the required final status.  Select Any if the event should be available regardless of the final sub-status.
  4. Click Add & New to save the event and clear the form to enter another event, click Add & Close to save and return to the Workflow Events List, or click Close to return to the Workflow Events List without saving the event.

    5. The Status panel is added to the page once the event has been saved.

    Active

    Marks the event as active and available for use.  If unchecked, the event will no longer trigger existing configurations and cannot be selected for new configurations.

    Created By

    Identifies the date and time the event was created, and the user who created it.

    Last Modified By

    Identifies the last date and time the event was changed, and the user who made the changes.

Viewing and Modifying a Workflow Event

  1. In the main menu, select Claims, Configuration, Workflow, then Events.  A list of all available events is displayed.

  2. Click a link in the Name column to view the event details.  If there are a large number of available events, see the Using Grids section for help on finding the appropriate event.
  3. See the section on Creating a New Workflow Event for a detailed description of the fields.
  4. Click Save & New to save the event and clear the form to enter another event, click Save & Close to save and return to the Workflow Events List, or click Close to return to the Workflow Events List without saving the event.

    5. Click Delete to delete the event from the system.

Deactivating a Workflow Event

Events can be deactivated in order to temporarily disable them.  The event will no longer trigger existing configurations and cannot be selected for new configurations.  The event can be reactivated to restore all functionality.

  1. In the main menu, select Claims, Configuration, Workflow, then Events.  A list of all available events is displayed.

  2. Locate the events to be deactivated.  If there are a large number of available events, see the Using Grids section for help on finding the appropriate events.
  3. Check the boxes for all events to be deactivated.
  4. Click Deactivate.  All selected events are deactivated.

Deleting a Workflow Event

  1. In the main menu, select Claims, Configuration, Workflow, then Events.  A list of all available events is displayed.

  2. Click a link in the Name column to view the event details.  If there are a large number of available events, see the Using Grids section for help on finding the appropriate event.
  3. Click Delete to delete the event from the system, then confirm the deletion when prompted to do so.