Group approval
- Group Approver
A single required approval before distribution.
Approval Cycles
The right review.
Every time.
Claims Letters™ connects your team structure with each template's approval requirements, automatically routing letters to the people who need to review them.
An example cycle. Your templates determine the route.
Your Administrative Framework
Organize your team.
Connect the approval path.
Organize your claims department and involved ancillary teams into groups in the Administrative Suite. Designate a Group, Senior, and Company Approver for each group to establish its approval hierarchy.
Where needed, limit the product lines or products available to a group. Adjust assignments as your organization changes, with ad hoc routing available when a letter needs additional review.
Your team structure
One group. A defined hierarchy.
Claims team group
- 01Group ApproverFirst approval level
- 02Senior ApproverSecond approval level
- 03Company ApproverThird approval level
Each template determines which levels a letter must follow.
Template Approval Requirements
Set the approval style.
The letter follows it.
Predetermine each template's approval requirements. When a letter needs one, two, or three levels of approval, it routes through the corresponding approvers in the team's hierarchy.
Group + Senior
- Group Approver
- Senior Approver
Approval advances to the senior approver before distribution.
The full hierarchy
- Group Approver
- Senior Approver
- Company Approver
All three approval levels are required before distribution.
Designated Approvers
Assign specific users as approvers for a particular template when it needs a different approval route.
Specialized QA Review
Set a template to route letters to QA for specialized review and approval.
The Reviewer Experience
Review. Decide.
Keep the letter moving.
Approvers receive notifications when new letters need their attention. Letter Managers have additional tools to adjust letter details unavailable to standard Letter Writers, along with clear options for what happens next.
Advance the letter.
Send the letter if this is its final required approval. If another approval level is required, the letter moves to the next approver.
Next approver or distributionBring in another reviewer.
Forward a letter to another user for additional or specialized review and approval on an ad hoc basis.
Additional reviewReturn for revision and review.
Return the letter to its original author with a note, and record an internal note the drafter cannot see. After changes, a letter that requires approval returns to the approver for review.
Revise and resubmit for approvalRequest a fix without repeating your step.
Return the letter to its author with a note. Once revised and sent again, it skips approval by the reviewer who selected Fix-and-Send. Any remaining approval levels still apply.
Next required approval or distributionFinal Approval
Authorize final distribution.
Users with Company Manager access can apply Final Approval to bypass any remaining approval requirements and send the letter.
Oversight & Reporting
See what is waiting.
Know where to act.
Follow approval activity across your correspondence system. Built-in oversight and reporting provide visibility into approval volumes, current status, and requirements that are taking too long.
Keep management informed while each letter follows the review process your organization has established.
Explore Compliance & OversightApproval oversight · Illustrative view
The approval picture.
Approval Volume
Understand the overall review workload.
Current Status
See where letters stand in the approval process.
Waiting for Review
Identify approval requirements taking too long.
See How It Works
Make every approval part of the flow.
Explore how your team structure, template requirements, and review decisions can work together in Claims Letters™.