Check closure by the insurer
KLE cases close automatically when all insurers report the Communication stopped status (communicationStopped). After each synchronization, SwissSalary checks whether any insurance cases remain open.
- As soon as a KLE case reaches the Process State Communication stopped, SwissSalary sets the case status to Closed and turns on Mark as Closed.
- If an insurer later reports another process state, SwissSalary automatically changes the case back to Reported and turns off Mark as Closed.
The Insurance details FactBox on the right side of the KLE Case Card shows the current process state of each insurance case.
Insurance case process states
| Process State | Meaning |
|---|---|
| (blank) | No response has been received from the insurer. |
| Registration received | The insurer received the initial declaration. |
| Checking declaration | The insurer is checking the information. |
| Verifying claim | The benefit entitlement is being clarified. |
| Performing entitlement | The insurer is providing benefits. |
| Communication stopped | The insurer closed the case. When all insurance cases of a KLE case have this status, SwissSalary closes the case. |
Close a case manually
If you want to close the case manually even though not all insurers have reported the Communication stopped status, select the Mark as Closed check box on the KLE Case Card. The KLE case is still synchronized until the Communication stopped status has been transmitted for all insurance cases.
Wichtig
Selecting Mark as Closed closes the case on your side only. It doesn't affect further synchronization with the insurer.
Process change
You can use process control to mark a case as complete without changing its KLE status.
- Open the KLE case.
- Choose Stories > Additional Story Parts.
- Set Incident Closed by Company to Completed or Canceled.
- Optionally, enter a Comment about the internal closure.
- Choose OK.
SwissSalary then creates or updates a Process Change story for the case so that the internal closure can be communicated to the insurer. Independently of this, the insurer can stop or continue the communication.
Process control fields
| Field | Description |
|---|---|
| Incident Closed by Company | Specifies the internal closure status: No (default), Completed, or Canceled. |
| Comment | Specifies remarks about internal closure. You can edit it only when the status isn't No. |
Good to know
- Mark as Closed causes the case to be shown in the Closed tile. Synchronization continues until all insurance cases have the Communication stopped status.