Edit Categories

The Edit Categories screen displays a list of categories that can be used as a method of grouping and tracking Edits. Edits are the messages that notify the user of possible claim form discrepancies upon claim form validation. From this screen, users can create and manage Edit categories so that these may be used for reporting and trending purposes.

From the Edit Categories grid, users can add, edit or delete Parent Categories and Sub Categories, as well as assign a rank and responsible group associated with each category. After categories are created, the categories are mapped to Edits in the Edit Category Mapping screen.

The summary grid displays current Edit categories, their rank, and assigned Group. Click the expand icon next to the category name to view sub-categories assigned to that category. A disabled icon indicates that there are no sub categories.

Manage Edit Categories

Add, modify, or delete Edit categories using the buttons at the bottom of the screen, or using the context (right-click) menu:

• Add or Edit: Opens the Add/Edit Parent Category or Add/Edit Sub Category configuration screen in a new window.

• Delete: Deletes the selected Category. Users are presented with a confirmation screen prior to deleting the category.

• Close: Saves changes and closes the Edit Categories screen.

To add or remove columns from the summary grid, right-click in the column area and select Arrange Columns.

Export Parent Categories

Click the Export to Excel button at the bottom of the screen to export the Parent Category data from the grid to .xls format.