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