Learn how to view and filter your Claim Action Items on the ClaimWizard Mobile App
Learn how to view and filter your Claim View on the ClaimWizard Mobile App.
The ClaimWizard Support team has put together this guide to help you diagnose and correct a virus or malware infestation on your computer that may be affecting your ability to properly and safely use ClaimWizard.
This feature is the standard for ClaimWizard and has been implemented in production for the past few years. Any ClaimWizard users that were accessing an old ‘popup’ dialog box when clicking on a client or claim number have now been upgraded.
To bypass the sidebar, press and hold the ALT key while you click the client or claim number to directly access that information.
Adding a new user to your ClaimWizard account.
On occasion, a claim is opened under the incorrect property or client. You can move a claim to another property but you cannot move a property to another client. If a property was sold to a different owner (client), you will need to recreate that property under the new client record.
If you are looking to create consistent folders for each claim or client, you will need to configure the Default File Folders in your ClaimWizard Admin section. To implement Default File Folders across your claims or clients follow these directions.
To share files outside of ClaimWizard, you can easily share selected file using a Download Link.
If you need to give your client their PIN number (needed for them to access the Client Portal) follow these instructions.