How to Bulk Update Claim Phases

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

Access the Open Claims dashboard workbench within Claim Wizard.
Select the claims you want to change phases for by using the new column on the left-hand side.
Choose the claims in the desired phase (e.g., negotiation).
Utilize the dropdown box above the column to select the option to change the phase.
Select the new phase for the claims (e.g., invoicing).
Confirm the phase change by clicking on the "change" button.
Verify that all selected claims moved successfully to the new phase.

Select claims accurately to prevent errors in phase changes.
Double-check the new phase selection before confirming the change to avoid mistakes.

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.

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