Adding New Claim To Existing Client Property
Adding New Claim To Existing Client Property
Email Archiving and SMS Updating
This document will introduce you to ClaimWizard’s email archiving and SMS-related features. Email archiving and SMS updates both use the same basic approach as sending an email. If you are comfortable with how email works, you should find email archiving and SMS updates a breeze to use.
Claim Phase & Action Item Worksheet
ClaimWizard Claim Phases and Action Items downloadable worksheet to help you document your company’s unique process.
Updating a Claim
Updating a Claim – Log Entry, Action Items, File Uploads, Claim Phase
Workbench Basics
ClaimWizard Workbench Basics – Open Claim Pipeline, Upcoming Action Items
