This document outlines the steps to set up custom claim activity events in the Claim Wizard system, ensuring team members can efficiently log and manage claim activities.

Accessing Claim Activity Events

• Navigate to the lower left corner of your Claim Wizard account.

• Look for the gear icon (⚙️).

• If the gear icon is not visible, consult with an owner or manager to obtain the necessary security clearance.

Viewing Existing Claim Activity Events

• Once in the settings, go to 'Claim Activity Events'.

• Review the list of existing events to see which are enabled or disabled.

Editing Existing Events

• To edit an existing event, click on the 'Edit' button next to the event.

• Use double percentage signs (%%) to create parameters that users can fill in.

Adding a New Claim Activity Event

• Click on 'Add New Claim Activity Event'.

• Enter a name for the new event (e.g., 'Left Voicemail').

• Ensure the event is timestamped correctly upon creation.

Using the New Event in Claims

• Open a claim and navigate to the 'Activity Log' or 'Message Archive'.

• Click on the blue arrow to update the claim.

• Select the newly created event (e.g., 'Left Voicemail').

• Fill in the prompted fields, such as date and notes about the voicemail.

Saving the Entry

• After entering the necessary information, click 'Save'.

• Verify that the entry appears in the activity log with the correct timestamp.

Cautionary Notes

• Ensure you have the appropriate permissions before attempting to access or modify claim activity events.

• Double-check the parameters you create to ensure they are clear and useful for users.

Tips for Efficiency

• Familiarize yourself with existing claim activity events to avoid duplication.

• Use consistent naming conventions for new events to maintain clarity.

• Regularly review and update events to keep them relevant.