Overview
When taking any of the following claim actions, you can quickly create a to-do (follow-up reminder) for yourself or another active OneSpot user:
For example, if you use the Deny claim action you can create a to-do for another user to follow up and review the denial details later. Or, if you add a note to a claim, you might want to create a reminder to check on the claim later. By creating a to-do, it’s automatically linked to the claim and recorded in the Activity tab under the Claim Details, so you can easily track your progress.
Additionally, when the claim is completed, any associated to-dos will automatically be marked as complete as well.
How to Create a To-Do
1. While performing any of the above claim actions, select Create To-Do.
2. Complete the following fields:
- Description: Briefly describe why the to-do is being created.
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Due Date:
- You can quickly select Today, Tomorrow, or Next Week.
- Or, select the calendar icon to manually set a specific due date.
- Priority: The default is set to Normal. Adjust if needed.
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Assigned To: By default, the to-do will be assigned to you. If you want to assign it to someone else, choose the person responsible from the drop-down menu. This list will show all active users who are linked to the claim's location. You can manage user access to locations in Admin > Users.
- Note: If you assign a to-do to another user, they will receive an email notifying them of the task.
3. When finished, select Save, or if you do not want to save the information, select ‘Cancel.’