This SOP outlines the steps to add a source of claim in the ClaimWizard system, ensuring accurate documentation of claims.

Step 1: Open Claim File 0:00

• Launch the ClaimWizard application.
• Locate and open the claim file you wish to update.

Step 2: Navigate to Claim Summary 0:09

• In the opened claim file, find the 'Claim Summary' section.

Step 3: Edit Claim Summary 0:09

• Click on the 'Edit' button to enable editing of the claim summary.

Step 4: Locate Source of Claim Section 0:09

• Scroll to find the 'Source of Claim' section within the claim summary.

Step 5: Select Source of Claim 0:09

• Choose from the available options for the source of claim.
• If 'Other' is selected, proceed to the next step.

Step 6: Specify Other Source 0:24

• If you selected 'Other', type in the specific company or person's name in the provided field.

Cautionary Notes

• Ensure that the information entered is accurate to avoid discrepancies in claims processing.
• Double-check the spelling of names and company names to maintain professionalism.

Tips for Efficiency

• Familiarize yourself with common sources of claims to speed up the selection process.
• Use keyboard shortcuts for navigation within the ClaimWizard to enhance efficiency.