How to set up a new Claim Type
Open the Claim Types Window
1: Click Admin on the menu.
2: Select Claim Types from the drop down list - the Claim Types window will open.
Open New Claim Type Window
1: Click New from the menu - the New Claim Type window will open.
Add Description
1: Add a description for this claim type.
Fill in Options
Select some initial Options and Default Values
Select some statuses for this claim type
1: Click the statuses tab - the Statuses tab will open.
2: Select the status tick boxes for all status that apply to this claim type.
Set commissions
1: Click the commissions tab - the Commissions window will open.
2: Click the New button - a new blank line will be created.
Add details
Click in each box and add the details required. If this is the default commission for this claim type, click the default tick box.
Set up Visible Fields
1: Click the Visible Fields tab - the Visible Fields window will open.
2: Tick the required visible fields.
Set Mandatory Fields
1: Click the Mandatory Fields tab - the Mandatory Fields window will open.
2: Select required Mandatory Fields.
Complete the set-up
1: Re-open the General Settings Tab
Select Default Status
Select a Default Status from the drop down list.
Select First Action to Run
If required - A first Action to Run can be applied.
1: Click ... - the First Action to Run window will open.
1: Select Action.
2: Click OK - the window will close.
New Claim Type Complete
1: Click OK to save and close the window.
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