Is there a way in ClaimWizard to make a checklist of documents required during the claim process?
Home>Action Item Workflow>Is there a way in ClaimWizard to make a checklist of documents required during the claim process?
You can set up Action Items to serve as a checklist to ensure all documentation needed for a claim is requested and received. Using Document Templates, you can create, upload, and generate any documentation you may need for a claim.