Bulk Phase Changes in ClaimWizard
Objective
To efficiently make bulk changes to phases in claims within Claim Wizard.
Key Steps
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Access the Open claims dashboard workbench within Claim Wizard.
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Select the claims you want to change phases for by using the new column on the left-hand side.
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Choose the claims in the desired phase (e.g., negotiation).
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Utilize the dropdown box above the column to select the option to change phase.
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Select the new phase for the claims (e.g., invoicing).
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Confirm the phase change by clicking on the "change" button.
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Verify that all selected claims have been successfully moved to the new phase.
Cautionary Notes
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Ensure that the selected claims are accurately chosen to prevent errors in phase changes.
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Double-check the new phase selection before confirming the change to avoid mistakes.
Tips for Efficiency
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Use the dropdown feature to quickly change phases for multiple claims at once.
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Regularly review and document phase changes to maintain a clear record of claim progression.