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Two-Level Claim Approval allows you to have a better-shared control across multi-admins with claims processing. The Claim Settings page is for admins with Edit Claim Settings permission to activate and set up Level Assignment and Tier Assignment.
- Admin with Approve Claims permissions enabled will be able to approve/reject non-panel claims submitted by all employees and dependents.
- Admin with View Claim Settings will only be able to view the Claim Settings page (restricted to viewing permission only).
If you are an Admin with access to Edit Claim settings permission and would like to enable Two-Level Claim Approval, navigate to the Non-Panel Claims > Claim Settings page.
Under Claim Approval Settings > click on Edit Settings > select Two-Level Approval > click on Save Changes to kickoff the setup!
Complete the setup of Two-Level Claim Approval by selecting Setup Now!
Level Assignment: Search and assign admins from the dropdown to be the First and Final Level Claim Approver. Click Continue to proceed with Tier Assignment.
Tier Assignment: By default, all approvers will be assigned to all tiers. You may search and assign an additional claim approver or remove the approver from the dropdown.
This banner will be shown when any employee tier was newly added without any approver being assigned.
Complete the steps by selecting the First Level Approver and Final Level Approver within the dropdown list.
Click Complete to finish up the setup! Click Complete to finish up the setup
When the setup has been captured, a notification will show to indicate "Setup Completed! Two-Level Claim Approval has been activated"
If you need to deactivate the setup of Two-Level Claim Approval, please refer to this article: How to deactivate Two-Level Claim Approval?
