Master Type

Master Type feature allows you to make your own section to add new data according to your preferences. Users can easily add, edit and delete master types/ custom columns according to their requirement.

Prerequisites:

1. Ensure you have your Deskera eClaims application URL in place.

2. Ensure you are the administrator of the eClaims application

3. Ensure a good internet connectivity

How to Create Master Type

Step 1: Go to User Management under Administration on eClaims DashboardFig.4.2.3.2.1 eClaims Dashboard

Step 2. Click on Manage Columns and select Add Custom Column Fig.4.2.3.2.2 User Management

Step 3. Fill in the details in the Create Custom Column windowFig.4.2.3.2.3 Create Custom Column

Step 4: Click on Create and Save changes Fig.4.2.3.2.4 Create Custom Column

How to Edit Master Type

Step 1: Go to User Management under Administration on eClaims DashboardFig.4.2.3.2.5 eClaims Dashboard

Step 2. Click on Manage Columns and select Edit Custom Column Fig.4.2.3.2.6 User Management

Step 3. Fill in the required changes and click on Save. Fig.4.2.3.2.7 Edit Custom Column

How to Delete Master Type

Step 1: Go to User Management under Administration on eClaims DashboardFig.4.2.3.2.8 eClaims Dashboard

Step 2. Click on Manage Columns and select Delete Custom Column Fig.4.2.3.2.9 User Management

Step 3: Choose the Column to delete and Click on DeleteFig.4.2.3.2.10 Delete Custom Column

How to Add Sub-Fields

Step 1: Go to Master Configuration on eClaims DashboardFig.4.2.3.2.11 eClaims Dashboard

Step 2. Select the Master Type and Click on Add Sub fields Fig.4.2.3.2.12 Master Configuration

Step 3: Enter Sub-field name and click on SaveFig.4.2.3.2.13 Add Sub-Field

How to Edit Sub-Fields

Step 1: Go to Master Configuration on eClaims DashboardFig.4.2.3.2.14 eClaims Dashboard

Step 2. Select the Master Type and Click on Edit Sub fields Fig.4.2.3.2.15 Master Configuration

Step 3: Make changes to Sub-Field and click on SaveFig.4.2.3.2.16 Edit Sub-Field

How to Delete Sub-Fields

Step 1: Go to Master Configuration on eClaims DashboardFig.4.2.3.2.17 eClaims Dashboard

Step 2. Select the Master Type and Click on Delete Sub fields Fig.4.2.3.2.18 Master Configuration

Step 3: Click on Yes to confirm DeleteFig.4.2.3.2.19 Delete Sub-Field