Prevent concurrent editing of claims by using the Claim Lock feature. This prevents a claim from being edited or updated by more than one person at a time.
If you have multiple users in your agency processing or reviewing claims you may find it beneficial to use the Lock Claims feature. This will prevent more than one user editing a claim at the same time.
This makes it evident when a User has already opened a claim and is editing it and will prevent another User from editing it at the same time.
To have this feature enabled on your account, please contact support@credsys.com.au
The lock icon will show in Claims for Review:
A second User can view the Claim Details page, but will be unable to select to Edit, Submit or Mark as Reviewed whilst it is being edited by another User:
2. From Claims For Review, a second User can select the Claim to view the Claim Edit page, but will be unable to make any edits. The claim will have the lock icon at the top which when hovered over identifies the User who is editing it.
If required, a second User can take over from the first User who is editing the claim.
- Click on the Lock Icon and
- Select Yes to unlock the claim and to stop the other user from editing it.
If the checkbox is not selected, the first User will be prevented from editing further, unless they navigate back to Edit the Claim. The other User will have taken over the Claim.
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