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:

Client Defined Fields
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 button is available for all fields for all updatable fields not designated as mandatory.

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