Objective

To explain how to update claim details and client contact information in ClaimWizard, using a simple, repeatable process for locating the correct record, making edits, and saving changes so updates appear in the claim or client summary.

Key Steps

1. Open the claim record
   

• From your workbench or search, navigate to the claim you need to update.
• Use the Alt‑click shortcut on the file number to open the claim quickly.
• Inside the claim, identify the section you want to update, such as Claim Summary or Claim Deadlines.

2. Edit and save claim information
   

• In the selected claim section, click the green pencil icon to enter edit mode.
• Update the required claim information (for example, loss details, deadlines, or other claim fields).
• Click Save to apply the changes.
• Confirm the updated information appears correctly in the claim summary after saving.

3. Locate the client record
   

• To update client information, search for the client using the client search field.
• Alternatively, use Alt‑click on the client information from within the claim to open the client record directly.
• Verify that the correct client profile is open before making any changes.

4. Update client contact details
   

• In the client record, open the contact summary or client details section for editing.
• Update the necessary client details, such as contact information, relationships, lead source, and other relevant fields.
• Review the changes carefully before saving to avoid errors.

5. Save client changes and verify

• Click Save to store the updated client information.
• Confirm the changes appear in the client summary.
• If the update does not display correctly, re‑open the record and verify that the changes were saved successfully.

Cautionary Notes

• Always confirm you are editing the correct claim or client record before making changes.
• Do not close the record before clicking Save, or updates may be lost.
• Be careful when updating relationship or lead source fields, as these may affect reporting or downstream workflows.
• If multiple users are working in the same record, verify that your changes were not overwritten.

Tips for Efficiency

• Use the Alt‑click shortcut to open claims and client records faster.
• Make only the necessary edits to reduce the chance of accidental changes.
• After saving, quickly verify the updated information appears in the summary view.
• Follow a consistent process for updating claims and clients to reduce errors and save time.