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If your corporate account has activated Two-Level Claim Approval, both level approvers must perform claims processing. The final level approver will have the authority to override the action taken by the first level approver and determine the final status of the claim.
Two-Level Claim Approval will only be available when at least 2 admins are required to process the claims.
To approve or reject the non-panel claims submitted by your employees, navigate to the Non-Panel Claims > Overview page.
Step 1: Under All Statuses, click Pending to display claims that are pending for your action only.
Step 2: Click Verify Now to process the Pending claims.
Step 3: On the selected Pending claim, you can change the status by selecting Accepted or Declined.
Step 4: You may review the receipt before accepting or declining the claim. Simply click on View Receipt to view the attached receipt.
If the uploaded image appears sideways or upside down, you can now rotate it using the toolbar at the bottom of the image preview. These buttons allow you to rotate left, rotate right, or reset the view.
Step 5: Once you have reviewed the receipt, you may proceed to Accepted or Declined the claim.
You will be able to review and revise the Accept Amount if required.
You can indicate the reason (if any) to decline this claim.
Step 1: Click on Approve Now to display all Accepted or Declined claims made by First Approval.
Step 2: Final Level Approver can do the final round of reviews, to Approve or Reject all Accepted and Declined claims.
Step 3: You may review the receipt before accepting or declining the claim. Simply click on View Receipt to view the attached receipt.
❗You may now rotate the picture whenever necessary.
If the uploaded image appears sideways or upside down, you can now rotate it using the toolbar at the bottom of the image preview. These buttons allow you to rotate left, rotate right, or reset the view.
Step 5: Once you have reviewed the receipt, you may proceed to Approve or Reject the claim.
You will be able to review and revise the Accept Amount if required.
You can indicate the reason (if any) to reject this claim.
Frequently Asked Questions (FAQs):
a. What if I need to revise the status of the claim if I have approved/declined it wrongly?
You will still be able to update the status as long as the invoice has not been generated (1st of the following month).
Step 1: Final Approver to click on Approve Now to go to the Approval page.
Step 2: Filter the claim status to show only Approved or Rejected claims.
Step 3: You should now be able to locate the Approve or Reject button to revise the claim status.
b. Why I can't process the claims?
If you're unable to process a claim, it's most likely because you don't have access to approve claims for employees in that tier. Please check your claim access. Go to the Non-Panel Claims > Claim Settings page to view your access and make any necessary edits.
