Sidebar Functions and Features

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

Updating a Claim – Log Entry, Action Items, File Uploads, Claim Phase

Workbench Basics

Workbench Basics

ClaimWizard Workbench Basics – Open Claim Pipeline, Upcoming Action Items

Basic Navigation

Basic Navigation

ClaimWizard basic application navigation – Home (Dashboard & Workbench), Clients, Claims, Companies, Staff, Reports, The Library, Admin