Manage Categories allows you to create and manage the different claim categories available in EVO Claim. Claim categories define the different types of claims that employees can submit.
You can also watch a walkthrough of this feature in the:
Create a New Category
To create a new claim category, enter the category details and save it.
Go to Manage Categories.
Enter the Category Name.
If required, enter the Category Code.
Click Create.
The new category will be added to the list of available categories.
Manage Custom Fields
Custom Fields allow you to capture additional information required for a particular type of claim. For example, a Medical claim may require additional information such as a Medical Check Up.
From Manage Categories, click Manage Custom Fields.
Enter the Field Name.
Select the appropriate Field Type.
Click Create Field.
The custom field will be available to assign to the relevant claim category.
Assign a custom field to a category
Once the custom field has been created, it can be assigned to the relevant claim category.
Open Manage Custom Fields.
Select the custom field you want to assign.
Select the relevant claim category.
Click Submit to save the assignment.
đNote: Once the category and any required custom fields have been configured, they can be used when setting up the claim packages.