Managing Custom Events

Custom Events can be configured to create custom workflow processing events. This functionality enables the system to accommodate custom processing events outside of the core activities supported by the system by default.

When the defined conditions are met, a customized action button displays in the Screen Button Bar at the bottom of the claims workflow screen. When the user clicks this button, the claim automatically transitions from its current Status/Sub-Status to the Target Status defined for the Custom Event.

Notes: The Submit Claim link is not available in the Claim Actions widget when one or more custom event buttons are displayed in the Screen Button Bar. In order to provide the user with the option to submit a claim, a separate Custom Event must be configured with a target "Submitted" claim Sub-Status.

Claim Sub-Statuses are configured through a custom Option List. For additional information, see the Managing Option Lists for the Claims Workflow section.

Configuring a Custom Event

  • Open the appropriate Workflow Container. For instructions on finding and opening a container, see the section on Managing Workflow Containers.

  • In the Workflow Container Menu widget, open the Workflow Management group and select Custom Events. The Event Configurations page opens with a list of all available events within the current container.

  • Select an action.
    • Click a link in the Name column to view an existing event.
    • Click Add to add a new event.
    • Check the boxes for one or more panels and click Deactivate to disable the selected events. Inactive events will still be supported for existing configurations, but cannot be selected for new configurations. An event can also be deactivated from the Event Details page.
  • On viewing or creating a new event, the Event Details page opens.

  • The panels and fields are described below.  Fields marked with a red asterisk * are required.

    • Name Enter the name of the event.
    Code This is an internal reference code which is generated by the system when the event is first saved for the first time.
    Description A description can be provided for the event. This information is only displayed here and in the Event Configurations list.
    Label Enter the label of the event. This label will appear on the custom action button that will be added to the Screen Button Bar for all claims that meet the specified criteria.

    The Display Rules panel is used to designate the Security Roles and claim Statuses / Sub-Statuses for which the Custom Event will be available. The option to select a Trigger to determine the availability of the Custom Event is also supported.

    Security Roles Select the security roles to determine which users will have access to the Custom Event button in the claims workflow. The current user must have at least one of the selected roles to view the Custom Event button.
    Satuses/Sub-Statuses From the drop-down list, select the claim Statuses/Sub-Statuses for which the Custom Event will be available. The claim must be in one of the selected Statuses/Sub-Statuses in order for the Custom Event button to be available.
    Trigger Optionally select a trigger to define the circumstances under which the Custom Event button is visible.
      If the trigger evaluates to "true" the custom button displays in the claims workflow under the defined conditions. If the trigger evaluates to "false" the custom button is not displayed, even if the conditions defined in the Security Roles and Statuses/Sub-Statuses fields are met.

    Tip: A Custom Validation can be configured to prevent the claim status from transitioning to the Target Status even when the defined conditions are met. For additional information, see the Custom Validation Rules section.

    The State Transition Details panel is used to designate the claim Target Status/Sub-Status and to customize system-generated messages for the user.

    Target Status Select the target status to which the claim will transition upon the execution of the Custom Event.
    Confirmation Message Enter the custom Confirmation Message. The system displays this message to confirm the user's intent when they click the Custom Event button.
    Successful Message Enter the custom Successful Message. The system displays this message to confirm that the Custom Event has executed and that the claim has transitioned to the appropriate Target Status.
  • Select an action.
    • Click Save to save the Custom Event and remain on the page.
    • Click Save & Close to save the Custom Event and return to the Event Configurations page.
    • Click Close to return to the Event Configurations page without saving the Custom Event.