Account Administration
- Setting Up Custom Claim Activity Events
- Creating Email Reminders from Action Items
- Updating Insurance Information on a Claim
- Client Property Categorization
- Finding Client PIN for Client Portal Access
- Email Subject Customization
- How to Add a New User to your ClaimWizard Account
- How to Add the Office Staff Role to Existing Personnel
- How to Bulk Assign Licensed Staff Members to Claims
- How to Add a Assignable Role to a Staff Member
- How to Remove an Assignable Role
- How do I set up default file folders in a claim or for a client?