How to set up Claim Stages
Open the Claim Stages window
1: Click Admin from the Menu.
2: Select Claim Stages from the drop down list - the Claim Stages Admin window will open.
Create a Claim Stage
1: Click New - the New Claim Stage window will open.
Add a Description
1: Type the description for the Claim Stage
Add the Claim Status(es) to the Stage
1: Click the Statuses tab.
2: Click Add to add a Status from the pop-out list. Click the Add button to add more.
3: The selected Statuses will be displayed in the list.
Associate Users
1: Click Add to select a User from the pop-out list. Click Add again to add more users.
2: Selected Users will be displayed in the list.
3: Click the Auto Assign tick box if you wish the Users to be Auto Assigned.
4: Click OK to Save the data and close the window.
Stages show in the Client Stages tab
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