Page Comparison

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1. Open the Claiming app

2. Verify that all pieces marked "late" appear on the screen

3. If desired, experiment with column sorting (Expected date, Chronology and Enumeration are all sortable.)

4. If desired, experiment with search & filter options.

5. Actions menu

   1. Selecting one or more pieces will allow you to act on those selected pieces

   2. Send claim will create claims based on the vendor integration parameters (as described in Setup)

   3. Delay claim will allow you to defer claims to a future date. That piece will not appear in the Claiming display until that date OR you manually change the status of the piece.

   4. Unreceivable will mark selected pieces as unreceivable.

6. Experiment with common claiming actions as you would encounter in your ordinary work.

Receiving (optional)

1. Open the Receiving app

2. Look up one of the titles used for testing in the “Claiming” section above

3. Verify that the pieces used for testing have the correct status (Claimed, claim delayed, unreceivable, etc.)

Export Manager

1. When you have finished sending claims, open Export manager

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