If you need to resume a workflow at a particular point—or if you have updated an Action Item Workflow template—you can add Action Items to an existing claim without starting the entire workflow over.

1. Open the claim.
2. Select the Action Items tab.
3. Click ADD DEFAULT ITEMS.
4. Choose one of the following options:
   • Add all starting action items from this workflow: Adds all starting Action Items from the selected workflow to the claim.
   • Add a specific action item from this workflow: Adds one selected Action Item from the workflow, allowing you to continue the process from that step forward.
     

If you are an Admin, you can also create and edit Action Item Workflows in Admin (gear icon) > Action Item Workflow.