Configuring Insurance Follow Up

Question 1

What is a follow up record?

Answer 1

A combination of a charge transaction and its assigned coverage

Question 2

What are the options in the “Group by” fiend in the Follow Up WQ maintenance?

Answer 2

• Account
• Invoice
• Transaction
• Visit

Question 3

A PB security class only has security point 182. Which follow up activities can an end user perform

Answer 3

An end user won’t be able to perform any follow up actives and have only view-only mode of the assistant.

Question 4

If there are multiple rules set up with different numbers of days to defer in the profile, how does the system determine the number of days to defer the record?

Answer 4

It looks at the rules from the top down and applies them in that order

Question 5

**What is the difference between setting up the Automatic Deferral section of the profile and specifying an Automatic Activity or Defer in the follow up work queue maintenance? **

Answer 5

Automatic deferral in the profile can happen upon initial claim or resubmitted claim and happens as soon as the follow-up is created. The deferred record appears on the System Deferred tab. An automatic activity happens once a the record hits the appropriate WQF and the automatic activity batch job is run and the record qualifies for the line in the automatic activity mapping section of the profile. The record will appear on the User deferred tab.

Question 6

What does the system use to determine how many days the claims should spend on the System Deferred tab? Chose only 1 answer?
A- Automatic Deferral section of the profile
B-Automatic activity mapping
C-Defer activities performed by the end-users
D- Preven complete section of the profile

Answer 6

A- Automatic Deferral Section of the profile