What do the different case states mean?

Every case in the PIXRAY system has a state. The state of a case represents in which processing stage the case currently is.

The following is a short summary of the meaning of each of the states available in the PIXRAY system. 

Draft

The initial stage of a case right after creating it. Basic configurations can be done for the case, such as selecting, if the case shall be routed to the sales team or a collection partner. If upon case creations you choose to pass the case right to the documentation phase, the draft phase is skipped.

Documentation in Process

The PIXRAY team is currently performing the case documentation and you cannot make changes to the case in this stage.

Review

The case documentation phase is completed and you may review the case before passing it on to the sales team or a collection partner. Make sure to check the case thoroughly as it is your responsibility to check all data in the case before further processing it. If you choose to skip this stage and pass the case right to the sales team or collection partner you must ensure that these perform all necessary checks before further processing the case.

Activation Pending

The case is now visible for and ready to be processed by the collection partner or sales team but not yet an active claim.

Active Claim

The sales team or collection partner are actively processing the case.

Closed

The case has been successfully closed and a payment has been recorded.

Cancelled

The case has been cancelled without recording a payment.