django claims system

This app is mainly a claims system for a financial advisory.

In essence, companies will submit their claims to their agent who will process their claims and let them know its status.

1) Apps / Models to create

- Clients (App)

- Client (Model)

- Name

Admin to create new clients

- Companies (App)

- Company (Model)

- Name

- Point of Contact

- Email

- m2m(Client)

Front end form to create / edit companies

- Policy (Model)

- Policy Number

- Insurance Company (FK or Choice Field)

- Description

- Date Started

- Date Ending

- FK(Company

Front end form to create / edit companies

- Claims (App)

- Claim (Model)

- Created (date time)

- Description

- Remarks

- Actions

- Employee (User)

- Dependent (Charfield)

- Policy (FK)

- Claims Reference Char

- Type ( Hospitalization, General Practitioner, Specialist, Dental, Travel, Personal Accident)

- Bill date (date)

- Incurred amt (Float)

- Paid (Float)

- Final (Float)

- Attachments (

- Status (Pending, Sent, Submitted, Approved, Rejected)

- SuppDoc (Model)

- File

- Created

- FK(Claim)

- Name

2) Things to do

1) Create 3 groups Master, HR, Staff

2) Claims creation form. Either HR or Staff can login and add new claims. Please lock the editing after the form is sent Please use django crispy form.

3) HR view all claims

4) Master view all claims

changes receives hard copy of claim and changes to Submitted once they’ve sent it to the insurance company

5) Document comes back as either (Pending if it requires more info, Approved, Rejected)

6) Create the following graphs

7) Emails on claim sent, submitted, Approved, rejected and changed back to pending. In addition there should be a reminder on pending.

Theme will be given

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Django

Nº del proyecto: #10134271

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