Financial Tracking Features
Click here if you cannot see the video above. This training video will walk you through all aspects of Claim Finances in ClaimWizard: Company Fee Calculations Offers and Settlements Claim Ledger Check Disbursement Commission Payouts Expense...
Sidebar Functions and Features
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.
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
