Claim List

Claim information, claim payments, and claimants recorded on claims are accessed through the Claim List.

1. At Home Base, click Clients & Files.
2. Select Customers from the dropdown menu above the list.
3. In the list, select the customer whose claim you want to view and click the Claim List button.

Click the links below for the following workflows.

• Filter Claim List
• Add a Claim
• Record a Claim Note
• Record a Claim Payment
• Delete a Claim
• Print a Claim
• Add a Claimant
• Add a CSIO Loss Notice
• Claim Detail

The Client Number and Name display at the top of the screen. Navigate between the following tabs:

• All: View all claims for the selected customer.
• Open: View all open claims for the selected customer.
• Closed: View all closed claims for the selected customer.
• Filter: View a limited list of claims based on criteria you define in a filter. See Filter Claim List for more information.

Claims are listed by Loss Date, Type, Description, Billing Company, Effective Date, Date Paid, and Closed status (an asterisk displays in this column when the claim is closed).

Claims may be color coded so that you can identify claims that are beyond a defined number of days from when the loss was reported. Claims that meet the criteria display in red on the Claim List. To enable this option, see Enable Color Code Claims.

A summary of the selected claim displays in the sidebar on the right side of the screen.

• Company Claim #: Company claim number
• Policy #: Policy number
• Adjustor: Adjustor name
• Adjustor Phone: Adjustor phone number
• Reserved Amount: Maximum amount company will pay
• Closed Date: Date claim was closed
• Code: Claim type code
• Description: Description of claim

Click Previous or Next to view the Claim List for the previous or next customer in the list.

Click Detail to display the Claim Detail screen for the selected claim.

Click Options to view the options available for claims.

Click Cancel to return to the Customers screen.

Claim Detail

Use the following steps to access the Claim Detail from Home Base.

1. Click Clients & Files.
2. From the dropdown menu above the list, select Customers.
3. Select the desired customer in the list and click the Claim List button.
4. Select a claim in the list and click Detail.

Enter or revise the customer information as desired.

• Code: Claim coverage code
• Risk: Description of item/individual involved in claim (e.g. name of injured employee, year and make of vehicle, location of property).
  Note: This will not print on the CSIO Loss Notice.
• Date of Loss: Date loss occurred
• CAT Code: Catastrophic Code
• Reported: Date loss was reported
• Adjustor: Adjustor name
• Phone: Adjustor phone number
• Ext.: Adjustor phone number extension
• Assigned: Date adjustor was assigned to the claim
• Email: Adjustor email address
• Chargeable: Claim is chargeable to the company
• Suit: Claim is disputed and a suit is pending
• Subrogation: Another party is legally liable for the damages
• Closed: Claim is closed; date claim was closed
• Company Claim #: Company claim reference number
• Paid: Amount paid
• Loss: Amount of loss
• Reserved: Maximum amount company will pay
• Salvaged: Scrap value of damaged property
• Description: Description of claim; defaults into CSIO loss notice