Creating and working with a claim type


To view claims, click the ‘Contract settings’ section in the top navigation and then ‘Claim types’. The claim types are listed in the resulting view.


Create a new claim type



Enter the desired name and claim type description.


When you are done, click ‘Save’ to return to the claim type listing.


View created claim types

 

The details are listed under ‘Contract settings” -> ‘Claim types’. The sorting order may be changed under ‘Rearrange’. 

  • Alphabetically (A-Z)
  • Alphabetically (Z-A)
  • Newest first
  • Oldest first
  • Last modified first



Preview claim type


Use arrow symbol to preview claim type content.




Editing a claim type

Select a claim type from the list of claim types and click ‘Edit’. The edit claim type window is displayed. Make the edits you want and click ‘Save’.



Removing a claim type

 

Click ‘Remove’ from the menu. 

  • Are you sure you want to remove the selected item?
    • Yes
    • No

Search for claim types

 

Use the search feature to search for previously created claim types. Use keywords to narrow down your search.