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Insurance

Insurance

Hi all

I am curious about how any of you might be using the Insurance module. Ours has only ever had a few records saved in it, but upon looking at how it relates to objects, I'm finding it confusing.

For example, one object is linked to a particular Insurance record for a particular Provider with a particular Claim Number... but we are able to add a history of claims. How do we attach each claim directly to an object? In it's current form, the Insurance module doesn't really let you do this. It's hard to see the point of a Claims History if we have to save each record per-claim anyway, in order to link directly to one object.

Can anyone out there enlighten me? We are just trying to work out if we should just lock down this module instead of having it visible.

cheers
Karen

Karen Biddle
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Re: Insurance

Hi Karen,

We use the insurance module but in relation to our transactions.  We have the insurance module linked to our custom transactions module and our movements module (we call shipments).  We record the insurance policy information, who pays for it, status (active or expired), type such as wall-to-wall or transit only.  We don't record claims.  Our insurance is actually managed by a central Smithsonian office and not at our museum level information about the activity on the policy is managed elsewhere.

This does not equate to the way you are using the insurance module. In its current state the module does not appear to allow you to link specific claims history to specific objects unless you created individual insurance records per object, or individual insurance records per claim and ignore the claim history as you mentioned.  Both of these options sort of defeats the purpose.

Sorry my response isn't more helpful ;-).

Cheers,
Beth :-)
NMNH - Smithsonian Institution

--- Beth L. Gamble ----------------------------------
Senior Systems Analyst
National Museum of Natural History
Smithsonian Institution

Beth Gamble
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Re: Insurance

Hi Beth,

Many thanks for your reply! You are very right to say that current options defeat the purpose we want of simply entering specific claim details based on overarching insurance policies. It's no mystery why there are only 3 of these entered (incorrectly) in our system! I'll shut it down until someone asks about it!

cheers
Karen

Edited by: Karen Biddle - 25-Feb-16 11:08:58

Karen Biddle
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