Claim Type Configuration

Items added with this function display in the Claim type dropdown menu when a user adds a claim. You can set up claim types with specific Claim code associations, so that only the codes relevant to a particular claim type populate in the Claim code dropdown menu when that type is selected. Claim types are associated to all claim codes by default, but limiting the claim codes available for each type makes it easier to find the correct code in the dropdown menu. See Claim Code Configuration for instructions on adding and editing claim codes.

1. From the Home screen, do one of the following:
• Click Configure on the navigation panel.
• Click the down arrow next to Home on the menubar and select Configure.
• Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

2. • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays.

2. Click Policy on the navigation panel or Areas > Policy on the menubar.
3. Click Claim Types on the navigation panel.
4. A list of the claim types in your system displays. To change the sort order, click the column heading.

You can do the following from here:

2. • Add a Claim Type
     1. Do one of the following:
        • Click the Add button to the left of the list.
        • Press [Insert] on your keyboard.
     2. Enter the new Claim type in the field on the right.
     3. Select a Loss notice association for the claim type.
     4. Opt to make All or Selected claim codes available for use with this claim type.
        
        If you click the Selected radio button, do the following:
     1. Click the Add button to the left of the list.
     2. The Available Claim Codes window displays. Select the checkbox next to each applicable claim code and then click Finish or press [Enter].
        
        To remove a claim code from the list, highlight the claim code and click the Delete button .
     5. Click Finish or press [Enter] to complete the record.
        
        Click Add to add this claim type and create another one.
        
        Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.
   • Edit a Claim Type
     1. Click to highlight the claim type in the list and then do one of the following:
        • Click the Edit button to the left of the list.
        • Click File > Open on the menubar.
        • Double click the claim type.
     2. Revise the Claim type and/or Loss notice selection as necessary.
     3. Revise the claim code associations as necessary.
     4. Click Finish or press [Enter] to complete the record.
        
        Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.
   • Inactivate/Reactivate a Claim Type
     1. Click the appropriate entry in the list.
     2. Do one of the following:
        • Click Actions > Inactivate/Reactivate on the options bar.
        • Click Actions > Inactivate/Reactivate on the menubar.
        • Right click the claim type and select Inactivate/Reactivate.
     3. You are prompted to confirm the action. Click Yes.
   • Print a List of Claim Types
     1. To print the list of claim types, do one of the following:
        • Click the Print button to the left of the list.
        • Click Print > Listview on the options bar.
        • Click File > Print > Listview on the menubar.
     2. Print this list as you would any other document.