Bulk Phase Changes in ClaimWizard

Objective

To efficiently make bulk changes to phases in claims within Claim Wizard.

Key Steps

1. Access the Open claims dashboard workbench within Claim Wizard.

2. Select the claims you want to change phases for by using the new column on the left-hand side.

3. Choose the claims in the desired phase (e.g., negotiation).

4. Utilize the dropdown box above the column to select the option to change phase.

5. Select the new phase for the claims (e.g., invoicing).

6. Confirm the phase change by clicking on the "change" button.

7. Verify that all selected claims have been successfully moved to the new phase.

Cautionary Notes

• Ensure that the selected claims are accurately chosen to prevent errors in phase changes.

• Double-check the new phase selection before confirming the change to avoid mistakes.

Tips for Efficiency

• Use the dropdown feature to quickly change phases for multiple claims at once.

• Regularly review and document phase changes to maintain a clear record of claim progression.