Manage claims group custom fields

Updated in March- 2024 | 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. 

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

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. 

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

Other related links:

• Create a claims batch

• Monitor employees' claim requests

• Verify advance claims

Was this article helpful?

More resources:

▶ Video - Watch our how-to videos to learn more about greytHR.

❓ FAQs - Solve your queries using FAQs.

📢 Product Update - Read about the product updates.