Background

There may be situations that restoring of rejected claims or duplicating claims (in any status) may facilitate re-entering of their adjustments/modifications. For example, a claim may be rejected for some formal reason (e.g. wrong insurance number) and after a slight modification it might be re-submitted.  The functionality of restoring or duplicating of a claim is desirable that allows creation of a claim to its original form in the status Entered.

Changes

The following adjustments are required within this RfC:

1. A new field restore is added in the tblClaim with a FK to the original claim that has been restored which allows NULL

2. The functional buttons Restore (only for rejected claims) and Duplicate are placed above Create new that are displayed after loading of a claim (Health Facility Claims/Load). Ex: icons-material/RestorePage+content_copy

   Open

   

3. Clicking on the button Restore displays a copy of the restored claim in the form Claim the with following deviations:

   1. the insurance number of the restored claim is the same as in the original claim  if it is restored from a rejected claim

   2. the claim number of the restored claim remain as the original claim number but the validation of the unicity is disabled

   3. A link to the restored Claim is displayed in the view Claim screen that can be opened in a new tab

4. Clicking on the button Duplicate displays a copy of the restored claim in the form Claim the with following deviations:

   1. the insurance number, the name of patient and the claim number of the restored claim are empty

5. The restored and duplicated claims are stored into the internal table of the database only if it is saved by a user (clicking on the button Save). In this case all mandatory data fields should be entered (especially the insurance number). The restored claim is saved to the Entered state and Review Status and Feedback Status are Idle. The control remains at the form Claim.

6. If the claim is restored then the tblClaim.restore field will save the id of the restored claim.

7. A configuration option max_restore is added to the Claim module configuration to specify the maximum numbers of restores a claim can have.

8. The restored claim is cleared (up to the health facility code/name and claim administrator) if user clicks on the Create new button. The control remains at the form Claim. In that case the user can continue to add new claims for given health facility/claim administrator

9. Clicking on the Back button returns the control to the FindClaims form.

10. The permission Restore Claim is included into the form Role. The Restore button display is based on this permission.

11. The system user profile Claim Administrator has the permission Restore.

12. Restored and saved claims can be searched for under the menu Health Facility Claims. A checkbox is added to filter only the restored claims. In the result list the restored claims will be displayed with a different background color.