Objective

This knowledge base article explains how new or returning ClaimWizard users can quickly find built-in training resources and role-specific tutorials. Following these steps will help team members find the right learning materials and quickly get started or refresh their knowledge.

Key Steps

1. Open the Book Section in ClaimWizard 

• Log in to ClaimWizard.
• From the main navigation, locate the Book section.
• The Book section is positioned below Reports.
• Use this area as the starting point for accessing help and training materials.

2. Select the Getting Started Guide and Tutorials 

• Click Getting Started Guide and Tutorials within the Book section.
• This opens the Training and Resources page.
• Use this page as the central hub for onboarding and refresher content.

3. Choose the Training Videos That Match Your Role 

• On the Training and Resources page, review the available video categories.
• Select the set that best matches your role or learning need:
  • All Teams
  • Adjuster
  • Estimator
  • Office Staff
  • Financial Processing
  • New Administrator
• Open the relevant series and follow the videos in order for the best learning experience.

4. Use the Resources as Needed for Onboarding or Refresher Training 

• Start with these resources when you are new to ClaimWizard.
• Return to them anytime you need a refresher.
• Encourage team members to use the role-specific videos to reduce confusion and improve consistency.

Cautionary Notes

• Ensure you are logged into ClaimWizard before trying to access the Book section.
• Choose the correct role-based video series so you do not waste time on unrelated training.
• If you are unsure which category applies to you, start with All Teams or ask your administrator for guidance.

Tips for Efficiency

• Bookmark or remember the path: Book → Getting Started Guide and Tutorials.
• Use the role-specific series first to focus only on the information you need.
• Revisit the Training and Resources page whenever a process ne