Skip to main content

​
Overview

Claims Intake & Payment Authorization is a workflow for intake, screening, and extraction of key claim information so insurance teams can review claims quickly and consistently. It supports end-to-end claims orchestration — document intake, eligibility review, approval routing, and payment authorization — in one touchless workflow. What you get: a structured table of extracted fields you can review, edit, and export.
To set up the workflow (creating sessions, uploading documents, running a workflow, and exporting), see Setting Up a Workflow for a comprehensive guide. This page focuses on what’s specific to Claims Intake & Payment Authorization.

​
When to use Claims Intake & Payment Authorization

Use this workflow when you need a consistent, compliant first-pass review of claims, including:
  • Claimant identity and policy/claim details
  • Loss/event details and narrative description
  • Completeness of supporting documents
  • Coverage eligibility checks
  • Fraud risk screening and escalation
  • Approval routing and payment authorization

​
Step-by-step usage

1

Open the workflow

Navigate to Workflows > Template gallery and select Claims Intake & Payment Authorization.
2

Upload documents

Upload the claim documents (PDF only).
3

Upload supporting documents (optional)

Upload supporting documents (e.g., policy schedule, incident reports, medical reports, repair estimates, police reports) if your process requires them.
4

Run extraction

Click Run to begin extraction and screening.
5

Review extracted fields

Review the extracted fields and edit anything that is incorrect.
6

Export

Export results (CSV or Excel) for reporting or downstream processing.

​
Inputs

  • Required: access to alk.wamiri.com
  • Required: stable internet connection
  • Required document type: claim documents (PDF only)
  • Optional: supporting documents for eligibility and fraud checks

​
What’s specific to Claims Intake & Payment Authorization

  1. Columns are your screening criteria. Claims review works best when your columns mirror how your team screens claims. Feel free to edit columns where necessary.
  2. Eligibility and fraud checks are part of the workflow. You can capture coverage eligibility signals and fraud indicators early, before routing for approval.
  3. Approval routing and payment authorization are rule-driven. The workflow assigns an Approval Recommendation and supports a Payment Authorization Amount based on configured rules and thresholds.

​
Standard fields (default columns)

​
Customising Claims Intake columns

You can tailor columns to match how your team reviews claims.
  • Add columns for any additional data you need to extract (e.g., incident location, hospital/provider, repairer, beneficiary, deductible/excess, coverage limit, adjuster notes).
  • Rename columns to be explicit (for example, include the expected format).
  • Keep column names clear and unambiguous to improve extraction quality.
See How To Add Custom Columns for details.

​
Important notes

  • Always validate critical identifiers (policy/claim number, claimant name, dates, requested amount) against the source documents.
  • If a field is consistently wrong, simplify the column name or add a short instruction to the column prompt.
  • Screening quality depends on document completeness and clarity. Provide supporting documents when you expect eligibility and fraud checks.

​
Need help?

If you run into issues, contact the Wamiri support team at support@wamiri.com. Include:
  • What you were trying to do
  • What happened instead
  • Any error messages
  • Steps to reproduce
  • Screenshots or recordings (if available)