TCM1000456 - How to find and access a claim on the Potential Match MU

Version 1.0

Changes to previous version - new guidance.

Step 1

On the 鈥楩unction Menu鈥�

  • select 鈥榃orklist鈥� on the toolbar
  • select 鈥楳aintain鈥� from the options available. You will be taken to the 鈥楳aintain Worklist鈥� screen
  • select 鈥楶otential Match鈥� from the 鈥榃orklist Type鈥� field

Note: This should be the only option available.

  • select the Potential Match MU from the 鈥楳anagement Unit鈥� field
  • go to Step 2.

Step 2

If the message 鈥楴o Worklist Entries for the selected Management Unit鈥� displays, return to the guidance you were previously following at the point you left it.

If you have a reference number

  • select 鈥楽ort Filter鈥�. You will be taken to the 鈥楽ort and Filter Worklist Entries鈥� screen
  • select 鈥楻eference鈥� in the 鈥楽ort鈥� field
  • select 鈥楻eference鈥� in the 鈥楩ilter 1鈥� field
  • enter the customer鈥檚 NINO in the 鈥楩rom Value鈥� and 鈥楾o Value鈥� fields
  • select 鈥極K鈥�
  • go to Step 4.

If you don鈥檛 have a reference number

  • select 鈥楽ort Filter鈥�. You will be taken to the 鈥楽ort and Filter Worklist Entries鈥� screen
  • select 鈥楴ame鈥� in the 鈥楽ort鈥� field
  • select 鈥楴ame鈥� in the 鈥楩ilter 1鈥� field
  • enter the customer鈥檚 name in the 鈥楩rom Value鈥� and 鈥楾o Value鈥� fields
  • select 鈥極K鈥�
  • go to Step 3.

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Step 3

If the work list item displays

  • select the work list item
  • select 鈥楩ile鈥� on the toolbar
  • select 鈥楴ext Function鈥� from the options available. You will be taken to the 鈥榃ork Management - Select Function鈥� screen
  • select 鈥楥apture Application鈥�
  • select 鈥極K鈥�
  • go to Step 4.

If the work list item didn鈥檛 display, return to the guidance you were previously following at the point you left it.

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Step 4

If you are taken to the 鈥楢pplicant 1鈥� screen

  • a screen will display showing if both customers or which customer is a 鈥楶otential Match鈥�
  • make a note of the customer who is a potential match
  • select 鈥極K鈥�.

If the message 鈥楾his Application can not be Opened in Capture鈥� displays

Note: The message usually indicates the claim has been rejected with an outstanding potential match.

  • select 鈥極K鈥�. You will be taken to the 鈥楳aintain Worklist鈥� screen
  • select 鈥楥ancel鈥�. You will be taken back to the 鈥楩unction Menu鈥�
  • the claim can鈥檛 be accessed on the Potential Match MU.