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      1. Help Center
      2. Action Items
      • Basics
      • Document Templates
      • Activity Log & Message Archive
      • Financial Tracking
      • Mobile Application
      • User Management
      • Action Items
      • Account Administration

      Action Items

      Creating and using Action Item Workflows with your claim process.
      • Inserting Action Items to an Existing Workflow
      • Action Items vs. Claim Phases
      • What are Action Items?
      • Is there a way in ClaimWizard to make a checklist of documents required during the claim process?
      • How can I set default Action Items for claims?
      • How can I filter or sort Action Items in ClaimWizard?
      • Claim Phase & Action Item Worksheet
      • Where can I learn about setting up Action Item Workflows?
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      • ClaimWizard App Login
      • Open a Support Ticket