Closing a Claim

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1.15 Closing a Claim

- When closing a claim in Corum Clear Dispense, please ensure that you have already run the Exception Report and fixed up any scripts that may have required attention.

- Closing the claim has two steps. Close the claim and Finalise the claim. Your customers don’t always come back on the same day to pick up their medications – if they don’t, we normally would have needed to hold these scripts over into the new claim period. In Corum Clear Dispense, closing the claim allows a new claim to be opened, whilst we are still waiting for our customers to pick up their previous scripts.

- To do this we close the claim, wait a few days, and then finalise the claim. You normally wait a few days to help minimise the quantity of scripts requiring hold over. This means fewer scripts to have to be worked on twice and saves you labels.

- When you are ready to close your claim, have the Claim selected, and choose Close Claim. As mine is a closed system, I don’t have live data to send to PBS, but the process is still the same. You will then be advised that the claim period is closed.

- If you want to utilise the waiting period for your customers to pick up their scripts, simply wait your desired time frame and then come back into claims, highlight any scripts that haven’t been collected and select Hold Over. This will move them into the new claim period.

- When you’re ready, have your claim selected, and go to Actions, and Finalise Claim. This claim will now be sent to PBS as a closed claim. You can make note of any of the required values for this claim using the Summary box.