Articles in this section

• Creating Email Reminders from Action Items
• Updating Insurance Information on a Claim
• Client Property Categorization
• Finding Client PIN for Client Portal Access
• Email Subject Customization
• How to Add a New User to your ClaimWizard Account
• How to Add the Office Staff Role to Existing Personnel
• How to Bulk Assign Licensed Staff Members to Claims
• How to Add a Assignable Role to a Staff Member
• How to Remove an Assignable Role