How to Assign Non-Employee Personnel to Claims

Assigning Personnel to Claims in ClaimWizard

Objective:

To assign personnel to a claim in Claim Wizard who do not work for your company and do not have a user ID and login.

Key Steps:

1. Access the claim in Claim Wizard.

2. Navigate to the "Company Personnel" section.

3. Assign personnel from your company to the claim by selecting their role.

4. To add external personnel, click on "Add New People" and enter their information.

5. Save the external personnel details, but note that they cannot be assigned to action items.

6. Edit personnel details to specify start and end dates if needed.

7. Track inactive professionals by checking their status.

8. Repeat the process for personnel under "Ensure and Policy" section for insurance company staff and external personnel.

9. Review and manage personnel details under the respective tabs.

Cautionary Notes:

• External personnel added cannot be assigned action items.

• Ensure start and end dates are accurate to track personnel activity.

• Differentiate between company staff (with logins) and external personnel.

Tips for Efficiency:

• Keep personnel information updated for accurate tracking.

• Use the system to differentiate between staff and external personnel clearly.

• Regularly review and manage personnel assignments for clarity and organization.