Genova
Claims Setup
Creating and Managing Claims: A Step-by-Step Guide
This guide provides a comprehensive walkthrough of the process for creating and managing claims within the system. Each step includes a screenshot to aid in navigation and understanding. Follow these instructions carefully to ensure accurate completion of each task.
Start url: http://localhost/vanguard-genova/cia/admin
Tab Name: GENOVA INSURANCE
Click on the link "Claims Setup" to see the listed submenus
Click on the link "Manage Event Codes" to see the listed submenus
Click on the link "Create Event Code" to open the Event Code creation Form
Tab Name: Create Event Code - GENOVA INSURANCE
Enter the code into the provided Input field
Enter the name into the provided Input field
Enter the description into the provided input field
Select the products from the available list
Click on "Submit" to save the Event Code
Click on the link "List Event Codes" to view the Event Code list
Tab Name: List Event Codes - GENOVA INSURANCE
Click on the "Edit" button to edit the specific list item
Tab Name: Create Event Code - GENOVA INSURANCE
You then get navigated to the existing Event Code form
Click on the link "Manage License Type" to see the submenus
Click on the link "Create License Type" to navigate to the License tab creation Page
Tab Name: Create License Type - GENOVA INSURANCE
Enter the code in the provided input
Enter the description in the provided input
Click on "Submit" to save the License type
Click on the link "List License Type" to see the License type list
Tab Name: List License Type - GENOVA INSURANCE
Click on the "Edit" button to edit the specific item
Tab Name: Create License Type - GENOVA INSURANCE
You will be navigated to the Existing license type form
Click on the link "Manage License Authority" to view the available submenus
Click on the link "Create License Authority" to navigate to the License Authority creation Page
Tab Name: Create License Authority - GENOVA INSURANCE
Enter the Authority Code into the provided input field
Enter the Authority Name into the provided input field
Select the country from the provided list
Select the Region from the provided list
Select the City from the provided List
Enter the Address within the provided input field
Click on "Submit" t save the License Authority
Click on the link "List License Authority" to get navigated to the License Authority list
Tab Name: Manage License Authority - GENOVA INSURANCE
Click on the "Edit" button to edit the selected item
Tab Name: Create License Authority - GENOVA INSURANCE
You will be presented with a form for the existing License Authority to edit
Click on the link "Manage Loss Nature" to see the submenus
Click on the link "Create Loss Nature" got navigate to the Loss Nature Form
Tab Name: Create Loss Nature - GENOVA INSURANCE
Eter the Loss Code in the provided field
Enter the Loss Description in the provided field
Set the Limit by using the Slider
Set the option if the Loss nature should affect third Party by using the slider
Save the loss nature by clicking the “Save Loss Nature” button
Click on the link "List Loss Natures"
Tab Name: List Loss Natures - GENOVA INSURANCE
Click on the button "Action" to see the available actions for this item
Click on the link "Update" to navigate form of the existing Item
Tab Name: Create Loss Nature - GENOVA INSURANCE
You are provided with the form of the existing Loss nature to perform your updates.
Click on the link "Manage Loss Cause" to view the submenus
Click on the link "Create Loss Cause"
Tab Name: Create Loss Cause - GENOVA INSURANCE
Eter the Code within the provided input field
Enter the Description within the provided Input field
Click on "Submit" to save the loss Cause
Click on the link "List Loss Causes" to show the Loss Cause List
Tab Name: List Loss Causes - GENOVA INSURANCE
Click on the "Edit" button to edit the specific item.
Tab Name: Create Loss Cause - GENOVA INSURANCE
You will be presented with the existing item form to make the changes on
Click on the link "Manage Provision Category" to view the submenus
Click on the link "Create Provision Category" to navigate to the Provision Category form
Tab Name: Create Provision Category - GENOVA INSURANCE
Enter the name into the provided input field
Enter the description into the provided input field
Click on "Submit" to save the Provision Category
Click on the link "List Provision Categories" to view the provision Category list
Tab Name: List Provision Categories - GENOVA INSURANCE
Click on the "Edit" button to edit the selected item
Tab Name: Create Provision Category - GENOVA INSURANCE
You will be presented with the existing Provision Category from to perform your edits
Click on the link "List Provision Categories" to navigate to the Provision Categories List
Tab Name: List Provision Categories - GENOVA INSURANCE
Click on the "Edit" button to edit the specific resource
Tab Name: Create Provision Category - GENOVA INSURANCE
You will be presented with the Existing provision Category Form for the selected resource
Click on the link "Manage Recovery Type" to the view the submenus
Click on the link "Create Recovery Type" to navigate to the Create Recovery Type form
Tab Name: Create Recovery Type - GENOVA INSURANCE
Enter the code into the provided input field
Enter the name into the provided input field
Enter the description into the provided input field
Click on "Submit" to save the Recovery Type
Click on the link "Manage Recovery Type" to see the available submenus
Click on the link "List Recovery Type" to see the recovery type list
Tab Name: List Recovery Type - GENOVA INSURANCE
Click on the "Edit" button to edit the selected resource
Tab Name: Create Recovery Type - GENOVA INSURANCE
You will be presented with the existing Recovery type form to perform the edits.
Click on the link "Manage Provision Type" to see the submenu
Click on the link "Create Provision Type" to navigate to the Provision Type form
Tab Name: Create Provision Type - GENOVA INSURANCE
Enter the name within the provided input
Enter the description within the provided input
Select the provision category from the provided Dropdown list
Select the Provision Indicator from the selected dropdown list
Select the User Category from the provided dropdown
Enter the Appropriate Reversal Items
Select the Total Claim Options from the available dropdown
Select Both Insured and Organization from the available dropdown
Click on "Submit" to save the form
Click on the link "List Provision Type" to see the provision type list
Tab Name: List Provision Type - GENOVA INSURANCE
Click on the "Action" button to view available actions
Click on the link "Update" to navigate to the update from of the specified resource
You can then make changes to the existing from
Click on the link "Manage Provision indicators" to view the submenus
Click on the link "Create Provision Indicator" to open the Provision indicator form
Tab Name: Create Provision Indicator - GENOVA INSURANCE
Enter the name within the provided input feild
Enter the description within the provided input field
Click on "Submit" to save the Provision indicator
Click on the link "List Provision Indicator" to view the provision Indicator list
Tab Name: List Provision Indicator - GENOVA INSURANCE
Click on the "Edit" button to edit the specified resource
Tab Name: Create Provision Indicator - GENOVA INSURANCE
You will be provided with the existing provision Indicator form
Click on the link "Claims Approval" to see the submenus
Click on the link "Create Estimate" to access the Estimate form
Tab Name: Create Estimate - GENOVA INSURANCE
Enter the code within the provided input
Select the Recovery Type within the provided dropdown
Select the "Provision Indicator " within the provided dropdown
Select the Provision Category within the provided dropdown
Select the provision type within the provided dropdown
Enter the description within the provided Input field
Click on "Submit" to save the Estimate
Click on the link "List Estimate “to view the Estimate list page
Tab Name: List Estimate - GENOVA INSURANCE
Estimate Lists would be shown within the table if available
