How to Add a Claim

  1. While viewing the Supplier's Client List, locate the client and click Add a Claim link located on the far right
  2. Add a Claim form

    On the Add a Claim form enter the following:
    • Set Claim Coverage to ACC pay if this claim came via ACC 
    • Add the Claim number without spaces or dashes
    • An Accident date 
      Hint: ensuring not prior to client’s DOB or in the future – can use start date of first PO
    • A Case Manager
      Hint: these are currently found by using the last name of the case manager to search
  3. Click the Save button
Category
Clients