Document Templates

Sample Letter Templates

The attached documents have been coded with variables for exclusive use within the ClaimWizard system. Yellow highlight is for your benefit to identify data points and should be removed in your final version before you upload the document. Please visit the Document Template Administration FAQ (https://help.claimwizard.com/113755-Document-Template-Administration) for detailed instructions on how to format and submit ClaimWizard Document Templates. Below are the sample coded document templates in...

Document Template Administration

The Document Template Manager is now live! You can now upload your own document templates as well as test them before they go live. The template manager will even help you determine errors and missing fields. Be sure to check out the newly updated Document Template User Guide (https://academy.claimwizard.com/document-template-customization/) for information on how to access the template manager and get the most out of ClaimWizard. Quick Instructions - Open ClaimWizard Admin (gears) icon, t...

Can custom templates be uploaded into ClaimWizard?

Yes, you can upload your own Document Templates to ClaimWizard. Instructions are in the document template guide at https://academy.ClaimWizard.com/document-template-customization/ Document template formats are Excel and Word. PDF is accepted if it is a properly coded form PDF. You will need a paid software program such as Adobe to create these, and coding knowledge is required.

Filling Out PDF Forms in a Web Browser

The Wizard Team has encountered an issue that some of our users are running into : Opening PDF forms generated from ClaimWizard (such as a POL form) and not being able to save any data you add via your web browser. While we can’t fix how Google creates their web browser, we can give you a ‘workaround.’ If you use Google Chrome to view and fill in the PDF form, Chrome does not save the data with the form when you click the download button. What this means is you will see the information that you...

Can I upload a PDF document as a template?

Currently we accept Microsoft Word and Excel files as document templates. If you would like to use a PDF, it must be a PDF FORM and ‘coded’ as such. Our Document User Guide (pg 4) (https://academy.claimwizard.com/document-template-customization/) has directions for this: The PDF file format is very popular and ClaimWizard supports this format. There are, however, certain limitations and special requirements that you need to know about. First, PDF editing is very rudimentary when compared to a t...