Client Defined Fields
The Client Defined Fields page, available for selection from the Details menu, allows you to view and edit miscellaneous client fields if you have the proper security settings. Miscellaneous client fields are any fields required by the client which are not already built into the JURIS claims management system. An unlimited number of fields per client are allowed for custom data collection.
If there are no miscellaneous client fields defined for a claim, a message is displayed on this page as follows: "Message: No Miscellaneous Client Fields are defined for this claim."
Note: Please refer to the Claim Header Information help file for documentation regarding fields appearing in the header information of the Client Defined Fields page.
The table below describes the information found on the Client Defined Fields page:
| Field | Description |
|---|---|
| Collapse All Categories | All miscellaneous client fields are grouped by the categories they belong to (i.e. Legal, Med/Exp Overpayment, etc.); select this link to collapse and hide all miscellaneous client fields for each category at once |
| Expand All Categories | All miscellaneous client fields are grouped by the categories they belong to (i.e. Legal, Med/Exp Overpayment, etc.); select this link to expand and view all miscellaneous client fields for each category at once |
| HR Feed | Client fields provided by the client's HR feed are color coded |
| Export | Click the Export button to save your miscellaneous client field entries as a .csv file and open it in a spreadsheet program |
| Reset | Click the Reset button to clear your changes and revert back to the previous entry |
| Save Changes | Click the SaveChanges button to save your changes |
| Category | The category the miscellaneous client field belongs to |
| Expand/Collapse | Click the Expand or Collapse link to view or hide the miscellaneous client fields for individual categories |
| Field # | The number assigned to the miscellaneous client field |
| Field | The corresponding description for the miscellaneous client field #; all mandatory miscellaneous client fields are denoted by an asterisk |
| Field Value |
The corresponding miscellaneous client field value, such as a code
or date. This column is enabled for all updatable fields and appears
as a free-form text box or a look-up box. The
column is disabled for
all non-editable fields. A delete
Note: You must have the proper security settings to modify a miscellaneous client field. |
| Validation Code Description | The field validation attributes that exist for the miscellaneous client field, if any |
Tip: You can sort data in ascending or descending order by clicking on the desired column heading.
To Edit a Miscellaneous Client Field
The Field Value column is enabled for all editable miscellaneous client fields. Click in the Field Value column to enter or change a value for the corresponding miscellaneous client field. Click the Save Changes button to save your changes.
Note: You must have the proper security settings in order to modify a miscellaneous client field entry