Creating Email Reminders from Action Items
If you would like an Action Item to send an email notification, on completed or overdue items, you can set the parameter in the Workflow.
- When in the Admin (gears) section of ClaimWizard, open Action Item Workflow and then choose your workflow.
- From there, edit/add an Action Item.
- Depending on your preference, add a Completion Actions or Overdue Actions and choose Send Email.
- You can then choose to send emails to your client, an internal group, a specific role on the claim, or an individual user.
PLEASE NOTE THESE EMAILS ARE NOT CUSTOMIZABLE.