Add a Claim

1. At Home Base click Clients & Files.
2. Select Customers from the dropdown menu above the list.
3. In the list, select the customer for whom you are adding a claim and click the Claim List button on the button bar.
4. Click the Add button below the button bar. The Claim Coverages window displays.
5. In the Claim Coverage Codes frame, select the claim code. Locate a claim code in the list by using the scroll bars or cursor arrows to move up and down. Type the first few letters of the code to jump to the closest match in the list.
6. In the Policies frame, select the policy to which the claim applies.
7. Click OK.
8. Enter or revise any relevant information on the Claim Detail screen in the fields provided, then click OK.
   • In the Risk field, enter the description of the item or individual involved in the claim. This information will not print on the CSIO Loss Notice.
   • The information in the Description text box will default into CSIO Loss Notice.

   Note: You must enter a loss date before you save the claim and exit the system.

9. Click Yes to revise the record.