How to create/change Questionnaire check list for a claim type

What is a Questionnaire Check List?

What is a Questionnaire Check List?

The questionnaire check list is attached to a claim, dependent on a claim type, and actioned by:

1: Clicking Questionnaire

Followed by

2: Questionnaire Checks

Add to or Change a Questionnaire Check List

Add to or Change a Questionnaire Check List

1: Click Admin from the menu.

2: Click Claim Types from the drop down menu - the Claim Types window will open.

 

1: Select Claim Type.

2: Click Edit - the Edit Claim Type window will open.

Open the Questionnaire Checklist Window

Open the Questionnaire Checklist Window

1: Select Q'naire Checklist - the Questionnaire Checklist window will open.

Type the Questions

Type the Questions

1: Type the questions required on the Questionnaire Checklist.

There are 30 available fields.

How to leave a line

How to leave a line

1: To leave a gap in the questionnaire, leave a field blank.

Save Changes

Save Changes

1: Click OK to SAVE changes.

or

2: Click CANCEL to ABORT changes.

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.