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Manage claims group custom fields

Updated inΒ March- 2024 |Β Subscribe to watch greytHR how-to video

Managing claims group custom fields refers to the process of defining and organizing custom fields specific to claims groups within a system or software application. It involves creating and managing additional data fields that capture specific information relevant to the claims group's requirements and workflows.

The Claims Group Custom Fields page in the greytHR Admin portal allows you to view and manage various custom fields associated with the claim templates. Depending on your requirements, you can add customized claims groups such as billable, non-billable, refundable, and non-refundable.Β 

To view the Claims Group Custom Fields page, click the Settings icon > System Settings > Claims > Claims Group Custom Fields.

⚠️ We recommend you to contact the greytHR support team before making any changes in settings.

Manage claims group custom fields

To manage claims group custom fields, perform the following actions:

  1. On the Claims Group Custom Fields page, from the Claims Group Type dropdown list, select the required option. A table appears.

  2. Under the Description column, double-click a cell to enter the claims items.

  3. Click Save. A success message appears.Β 

Note: You can also delete a claims group custom field by clicking the Delete icon available on each custom field row.

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