Granting Access to Start a Brand New Claim in ClaimWizard

Objective

To ensure that a team member has the necessary security rights to start or onboard a brand new claim in ClaimWizard.

Key Steps

1. Check for the presence of the "Fast Entry" button in the upper right-hand side of the claim interface.

2. If the team member can see the "Fast Entry" button, they have sufficient security rights to start a new claim.

3. If the team member does not see the "Fast Entry" button, check their security settings.

4. Go to the staff tab, select the staff member from the records, and navigate to staff administration.

5. Scroll down to the bottom to check if the team member is designated as an originator.

6. If the originator status is turned off, the team member does not have security access; if it's on, they do have access.

7. Note that certain roles within ClaimWizard automatically grant originator status based on security settings, typically for executives.

8. For any questions or issues, contact support at support@claimwizard.com.

Cautionary Notes

• Ensure that the team member's security settings are accurately configured to prevent unauthorized access.

• Double-check the originator status to avoid granting access to individuals who should not have it.

Tips for Efficiency

• Regularly review and update staff security settings to align with their roles and responsibilities.

• Provide training on security settings and access rights to staff members to prevent confusion and errors.