Configuring Custom Email Subject Line Headers in ClaimWizard

Objective

To configure and save custom email subject line headers for different types of recipients in Claim Wizard.

Key Steps

1. Ensure you have appropriate security clearance to access the admin tab in ClaimWizard.

2. Click on the admin tab and navigate to the email archiving section.

3. Scroll to the bottom of the screen and select a test record with relevant data (e.g., claim field ID, file number, insurance claim number).

4. Identify variables in double brackets and ensure data entry is complete for accurate testing.

5. Customize the email subject line for different recipients by editing the subject line text.

6. Use variables for dynamic information (e.g., claim number, company name) to personalize the subject line.

7. Test the customized subject line by clicking on the "runner" icon to preview the email subject line.

8. Make adjustments as needed and save changes once satisfied with the customizations.

Cautionary Notes

• Ensure data is accurately filled out in test records to avoid blank information in the subject line.

• Double-check the customized subject lines for accuracy before saving changes.

• Communicate with team members to ensure consistency in email subject line formatting.

Tips for Efficiency

• Refer to the instructions provided in Claim Wizard for guidance on configuring custom email subject lines.

• Test the customized subject lines across multiple records to ensure consistency and accuracy.

• Utilize variables effectively to personalize subject lines for different recipients.

• Save changes promptly after customizing subject lines to apply the changes successfully.