How to create/change Questionnaire check list for a claim type
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
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
1: Select Q'naire Checklist - the Questionnaire Checklist window will open.
Type the Questions
1: Type the questions required on the Questionnaire Checklist.
There are 30 available fields.
How to leave a line
1: To leave a gap in the questionnaire, leave a field blank.
Save Changes
1: Click OK to SAVE changes.
or
2: Click CANCEL to ABORT changes.


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