Updating Date of Loss on a Claim
Objective: To accurately enter or change the date of loss on a specific claim in Claim Wizard.
Key Steps:
- Open Claim Wizard and search for the claim you need to update.
- Navigate to Claim (Alt-Click on the file number) and then select Claim Summary.
- Scroll down to Lost Details and click on the Edit Lost Details button.
- Enter the new date of loss in the designated field.
- If applicable, input the time of loss as well.
- Click Save
Cautionary Notes:
- Ensure the accuracy of the new date of loss entered to avoid discrepancies in the claim.
- Double-check the time of loss, if applicable, to ensure all details are correct.
Tips for Efficiency:
- Familiarize yourself with the Claim Wizard interface to navigate efficiently.
- Track all changes made to claims for future reference and auditing.