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.