In this video, we are going to learn about the ClaimWizard Sidebar. The sidebar is invoked when you click on a client or claim link.
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.
The sidebar has been designed to give you the most important contact information about a client or claim as well as the most recent information on that client or claim. This is very useful when you receive a call or email and need to look up or update information quickly without leaving the screen of your current work.