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?