Enterprise Users will be able to view and interact with pages. Performance Managers/Modellers can edit pages and objects, and Model Administrators have full permissions.

You will still need to check your personal permissions to access this area with your site Administrator.

Legal/Claims Workflow

The Legal Questionnaire in Ideagen Healthcare Guardian has a built-in ‘Workflow’, which controls the movement of the record from the moment the Questionnaire is opened to create a record, until the point at which the record is closed.

The Workflow for your Legal Questionnaire is displayed below.

Explanation of Stages

New

When the Questionnaire is opened, the record is in the ‘New’ Stage. In this stage, you can complete the necessary fields and then click ‘Submit’. Once you click ‘Submit’, the system will save the information and create the record in Ideagen Healthcare Guardian.

Ideagen Healthcare Guardian will display details of the Ideagen Healthcare Guardian ID number for the record you have submitted. Please take note of this, as it is a useful way to quickly locate your record within the Legal App.

Potential

Once the record has been submitted, it will sit in the ‘Potential’ Stage. If you are the Owner of the record, the record will appear on your ‘My Claims’ page.

Once you have completed the necessary information, you can move the record to the ‘Confirmed’ stage, or reject the record, by using the buttons at the bottom of the Questionnaire.

Confirmed

The buttons at the bottom of the Questionnaire allow you to either Save (record remains ‘Confirmed’), ‘Complete’ the record or Reject the record.

Rejected

If the record has been rejected from the ‘Open’ stage, it will move into ‘Rejected’. Once in this Stage, you can enter the ‘Details of Rejection’.

Closed

If a ‘Confirmed’ record is ready to be closed, the user must click the ‘Completed’ button. This will move the record into the ‘Completed’ Stage. At this point, the system will automatically enter the ‘Closed Date’ for the record.

Archived

Records can be moved to an Archived state if needed. Once in ‘Archived’, the record will become read-only, so no amendments can be made. If a record is moved to ‘Archived’ in error, an Ideagen Healthcare Guardian Administrator can move it back to the required stage.