Rejecting A Claim During Capture (AG)

To reject a claim that has not been submitted for processing, consider steps 1 – 13 below. The guide is presented as follows

Initial actionStep 1
Working from the ‘Incomplete Applications’ Work ListSteps 2 - 9
Not working from the ‘Incomplete Applications’ Work ListSteps 10 - 13


click here to return to topInitial action

1Are you working from the 'Incomplete Applications' Work List?
  • Yes, go to step 2
  • No, go to step 10


click here to return to topWorking from the 'Incomplete Applications' Work List

2If you are not already using Function MAINTAIN WORKLIST
  • Use Function MAINTAIN WORKLIST
3In Function MAINTAIN WORKLIST
  • Select the ‘Incomplete Applications’ Work List from the Worklist Type field. The claims appearing on the selected Work List will be displayed
4Select the claim you want to reject by clicking on the appropriate line to highlight it
5Select ‘File’ on the toolbar menu and select ‘Next Function’ from the options available. You will be taken to the Select Next Function screen
6On the Select Next Function screen
  • Select Function CAPTURE APPLICATION. You will be taken to that function
7Using Function CAPTURE APPLICATION, if all of the information on the claim form has not already been captured
  • Capture the remainder of the information on the claim form
8When you have completed the Information Summary screen as necessary
  • Click on the [OK] button. You will be taken to the Process Application screen which will show one of the following messages
  • ‘The information captured is incomplete. This application will be rejected’

Or

  • ‘The information captured indicates that the application may be ineligible. This application may be rejected’
  • Click on the [Store] button

And then

  • Pass the claim form or details of the claim, and any correspondence to your supervisor before you take any further action
9When your supervisor has completed their action
  • Take any corrective action if necessary

And then

  • Click on the [Process] button on the Process Application screen.  The claim will be rejected


click here to return to topNot working from the 'Incomplete Applications' Work List

10Use Function CAPTURE APPLICATION and find the claim you want to reject
11If all of the information on the claim form has not already been captured
  • Capture the remainder of the information on the claim form
12When you have completed the Information Summary screen as necessary
  • Click on the [OK] button. You will be taken to the Process Application screen which will show one of the following messages
  • ‘The information captured is incomplete. This application will be rejected’

Or

  • ‘The information captured indicates that the application may be ineligible. This application may be rejected’
  • Click on the [Store] button

And then

  • Pass the claim form or details of the claim, and any correspondence to your supervisor before you take any further action
13When your supervisor has completed their action
  • Take any corrective action if necessary

And then

  • Click on the [Process] button on the Process Application screen.  The claim will be rejected