Working with the Lists of Reasons

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myEZClaim.com includes lists of reasons for why a claim might be issued, rejected, denied or cancelled. Also included is a list of payment types, liability limits, and conversion rates. These reasons are referred to as lookup values, or codes. The lookup values are used within a claim as you are completing the claim form.

Most lookup values are maintained by the myEZClaim.com Administrator and cannot be modified, but you need to enter lookup values for Disposition Codes, Release Values, Liability Limits, and Conversion Rates. You do not need to enter every possible disposition codes, release values, liability limits, and conversion rates at first. As you continue to use myEZClaim.com, you will have claims involving new values and you can create the necessary records at that time. You may find it necessary to modify these codes or delete a code, either of which can be done at any time. However, you cannot delete a lookup value that is used in a claim.

The process of creating, editing and deleting a record is the same regardless of the lookup value type. The only difference would be the shortcut you select. The instructions given outline a general procedure. You need to select the appropriate shortcut for the lookup value type with which you are working.

Lookup Values

The following is a brief description of the lookup values you need to create and the shortcut to be used to access the lookup value information.

Shortcuts	Lookup Value
Disposition Codes	Disposition Codes explain the disposition of a product and what percentage of the product value will be discounted.
Release Values	Release values define the claim total per line item, based on the carrier's contract limitations for liability.
Conversion Rates	Conversion Rates are the exchange rate of one currency to another.
Liability Limit	Liability Limit is the maximum amount that a carrier will cover.

Adding a Disposition Code or Release Value Record

You can add a lookup value record at any time. Once a lookup value has been added to the list, you can use that lookup value in a claim.

1. Click the My Account button. The My Account page opens.

2. Click the shortcut for Disposition Codes or Release Values.

3. Click the Add button and the New <Lookup Type> dialog box opens.

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4. Move to the Code box and enter a value using any combination of characters. This value is used for reporting purposes. You must use a unique code for each type of lookup value you enter.

5. Move to the Display box and enter the lookup value's description.

6. Move to the Value box.

• If this is a Disposition Code, enter the percentage of discount that is to be applied to the product. (For example, if the product should be discounted 25%, enter 25.)
• If this is a Release Value, enter the release value to be used when calculating the line item total. (The calculation is Qty * Weight * Release Value.)

7. Select the is Default check box if you want this to be the default product disposition or release value.

NOTE: If more than one Disposition Code or Release Value has the is Default check box selected, the most recently updated value with the check box selected is used as the default. Or, if multiple values were updated on the same date, the last value in an alphabetically sorted list is used.

8. Click the Save button to save the new record. Click the Close button if you do not want to save this new record. Either way, you return to the listing page. If you saved the new record, it is displayed in the list. Otherwise, there is no new entry. The current date is automatically placed in Last Update and your name is automatically placed in Updated By. Whenever the record is modified or saved, this information is updated.

Editing an Existing Disposition Code or Release Value Record

You can edit a lookup value record at any time. The process of editing an existing record is similar to that of creating a new record.

1. Click the My Account button. The My Account page opens.

2. Click the shortcut for Disposition Codes or Release Values.

3. Click the record to be modified. The <Lookup Type> Properties dialog box opens with the current information displayed.

Use the tab key, or your mouse, to move from box to box within the dialog box.

4. Move to the box you wish to modify and make the required change(s).

5. Click the Save button to save the new record. Click the Close button if you do not want to save this new record. Either way, you return to the listing page. The current date is automatically placed in the Last Update box and your name is automatically placed in Updated By. Whenever the record is modified or saved, this information is updated.

Deleting a Disposition Code or Release Value Record

You can delete an existing lookup value record at any time as long as it is not associated with a claim. You should use caution when deleting a record; once it is deleted it cannot be recovered.

1. Click the My Account button. The My Account page opens.

2. Click the shortcut for Disposition Codes or Release Values.

3. Click the record to be deleted. The <Lookup Type> Properties dialog box opens with the current information displayed.

4. Click the Delete button. A message is displayed asking "Are you sure you want to do this?" Click OK to delete the record, click Cancel to leave the record and return to the listing window. If you click OK, the record is permanently removed from the list, as long as it is not associated with any claims. If it is associated with any claims, an error message is displayed.Click Close to return to the address listing window. The record is not deleted.

Adding a Liability Limit

You can add a liability limit record at any time after you have added the carrier. Once a liability limit has been added to the list, you can use it in a claim.

1. Click the My Account button. The My Account page opens.

2. Click the Liability Limits shortcut button.

3. Click the Add Liability Limit button. The New Carrier Liability Limit dialog box opens.

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4. Select a Carrier from the drop-down list.

5. In the Max Amount box, enter the maximum amount of the carrier's liability.

6. In the Effective Date box, enter the date that the liability is effective OR click the Calendar button and select the date from the calendar.

7. Click the Save button to save the new record. Click the Close button if you do not want to save this new record. Either way, you return to the listing page. If you saved the new record, it is displayed in the list. Otherwise, there is no new entry. The current date is automatically placed in Last Update and your name is automatically placed in Updated By. Whenever the record is modified or saved, this information is updated.

Editing a Liability Limit

You can edit a liability limit record at any time. The process of editing an existing record is similar to that of creating a new record.

1. Click the My Account button. The My Account page opens.

2. Click the Liability Limits shortcut button.

3. Select the Liability Limit to edit. The Carrier Liability Limit dialog box opens.

4. Make the necessary changes.

5. Click the Save button to save the record. Click the Close button if you do not want to save this record. Either way, you return to the listing page. The current date is automatically placed in Last Update and your name is automatically placed in Updated By. Whenever the record is modified or saved, this information is updated.

Deleting a Liability Limit

You can delete a liability limit record at any time as long as it is not used in a claim. You should use caution when deleting a record; once it is deleted it cannot be recovered.

1. Click the My Account button. The My Account page opens.

2. Click the Liability Limits shortcut button.

3. Select the Liability Limit to delete. The Carrier Liability Limit dialog box opens.

4. Click the Delete button. A message is displayed asking "Are you sure you want to do this?" Click OK to delete the record, click Cancel to leave the record and return to the listing window. If you click OK, the record is permanently removed from the list, as long as it is not associated with any claims. If it is associated with any claims, an error message is displayed.Click Close to return to the address listing window. The record is not deleted.

Adding a Conversion Rate

You can add a conversion rate record at anytime. Once a record is added it can used in claims processing.

1. Click the My Account button. The My Account page opens.

2. Click the Conversion Rates shortcut button.

3. Click the Add Conversion Rate button The New Conversion Rate dialog box opens.

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4. Select the Currency Type from the drop-down list.

5. In the Effective Date box, enter the date that the conversion rate is effective OR click the Calendar button and select the date from the calendar.

6. Click the Save button to save the new record. Click the Close button if you do not want to save this new record. Either way, you return to the listing page. If you saved the new record, it is displayed in the list. Otherwise, there is no new entry. The current date is automatically placed in Last Update and your name is automatically placed in Updated By. Whenever the record is modified or saved, this information is updated.

Editing A Conversion Rate

As conversion rates change on a regular basis, you will want to update the rates on a periodic schedule. You can edit the conversion rate record at any time. The process of editing an existing record is similar to that of creating a new record.

1. Click the My Account button. The My Account page opens.

2. Click the Conversion Rates shortcut button.

3. Select the conversion rate to edit. The conversion rate opens.

4. Make the necessary changes.

5. Click the Save button to save the record. Click the Close button if you do not want to save this record. Either way, you return to the listing page. The current date is automatically placed in Last Update and your name is automatically placed in Updated By. Whenever the record is modified or saved, this information is updated.