Claims

In order to complete this task, user permissions must be set to include:

Client Actions > Edit Client
Client Actions > Action Menu

See User Permissions for more information.

• To manually enter or modify a Claim on a Client/Policy

• To remove a Claim from the Client/Policy

• To view Claims on a Client/Policy

Video: Adding Claims

Video: Updating Claims

1. Open the client, and then select a policy if the claim is associated with a specific policy.

2. Click Action, and then select one item in each of the first three lists to describe what prompted this transaction.

3. Select Claims .

   The Add/Edit Claim dialog opens with a list of claims on the client or selected policy.

4. Click the Add button to enter a new claim.

   OR

   Select a claim from the list, and then click the Edit button to modify an existing claim.

   The Claim dialog opens.

5. Complete the Claim information on the available tabs.

   Claim Information

   This screen includes basic claim information, such as the claim number, claim status, and loss amount, as well as policy information if the claim is on a specific policy.

   Negative amounts can be entered in most numeric value fields, but it is important to note that you will not see the minus symbol when typing. Type the minus symbol, then the amount, then click into another field and the minus symbol will be displayed.
   
   Fields with decimals can also perform calculations, including negative numbers. For example, typing "100 - 150" into a Premium field results in -50.00 after clicking out of the field.

   Noteworthy fields:

   • Type of Claim is a customized list. You can add or remove items available from this drop-down.

     See for more information.

   • The Total Paid is the sum of all payments entered on the Payments tab.

   • The Policy Information fields default from the selected policy, and can be modified.

     If policy information is modified on this screen, the information on the actual policy does not update. Modify the information on the policy as needed.

     If the claim isn't associated with a policy, the CMS Policy field defaults to Policy not in CMS.

     You can use the CMS Policy drop-down to select a different policy to enter the claim on.

   • Click the button to add a Claim Note, or use the additional buttons to modify an existing note.

   Adjusters

   This screen lists the adjusters and adjuster details for each selected claim. Add or Edit adjuster contact information as needed.

   Claim Contacts

   This screen lists contact information for any individuals associated with the claim, such as the claimant, passengers, an appraiser, or an attorney. Add or Edit existing Claim Contact Details as needed.

   Payments

   This screen lists all payments that have been made on the selected claim.

   The Payments Total is a sum of all the payments made for the selected claim.

   Add or Edit payment information as needed.

6. After entering or modifying claims information, click Finish to save and exit.

7. Click OK.

8. Click Finish on the Action menu.

   The Finalize Log dialog opens.

   If your agency has configured default tasks to trigger when a claim is inserted, then a task is automatically created and attached to the log note.
   
   To open the task, click on the task link in the References section of the log note. Modify the task details as needed, and then click Save.
   
   For more information, see Task Settings.

9. Add log comments and create a Task as needed, and then click Save Log.

1. Open the client, and then select a policy if the claim is associated with a specific policy.
2. Click Action, and then select one item in each of the first three lists to describe what prompted this transaction.

3. Select Claims .

   The Add/Edit Claim dialog opens with a list of claims on the client or selected policy.

4. Select a claim from the Add/Edit Claim screen, and then click Delete.

   A message appears, warning you that you are about to delete a claim from a specific Loss Date.

5. Click Yes to confirm.

After entering or modifying claims information, click Finish to save and exit.

You can quickly view all claims on the client by selecting the Claims tab on the Client view screen.

Claims Viewer – Double-click on a specific claim from the list to view claim details.