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Basics
Basics
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Financial Tracking
Mobile Application
User Management
Action Items
Account Administration
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Help Center
Basics
Basics
Document Templates
Activity Log & Message Archive
Financial Tracking
Mobile Application
User Management
Action Items
Account Administration
How do I update claim or client information in ClaimWizard?
To update information in a claim or client's record, open the record and click the green edit button / pencil on any data set you need to edit.