Welcome to ClickClaims Support

Getting Help/Support Portal

• Support Guide: Getting the Help You Need
• ClickClaims Training: Getting the Help You Need
• Submit a Change Request
• New Support Portal: Using the Birdie Screen Recording Tool
• New Support Portal: Submitting a Support Ticket

System & User Access

• Recovering Your ClickClaims Username
• ClickClaims Password Requirements
• Multi-Factor Authentication (MFA)
• How Do I Reset My ClickClaims Password?

User Roles & Permissions

• Determining Claim & Feature/Functionality Access by User Role
• Determining Feature/Functionality Access by User Role

Tools & Libraries

• Configuring Automated Claim Tasks
• Forms & Letters: Adding a Page Break to a Form Letter Template
• Forms & Letters: Using Word Templates with Replacement Fields
• Upload Files to CMS Tool: Adjuster Bulk Upload
• Upload Files to CMS Tool: New Claims Bulk Upload

Accounting Settings & Configurations

• Configuring Billing Rates and Fee Schedules
• Managing Products & Services Items (PSI)

Claim Summary Tab

• Claim Ribbon Indicator (CRI)
• Claim Summary Tab

Claim Policy Tab

• Claim Policy Tab
• Claim Policy Deductibles Worksheet

Claim Tasks Tab

• Creating and Managing Claim Tasks

Claim Documents Tab

• Organizing Documents in the PDF Bundler Mode
• Downloading .ESX Xactimate files from CMS
• Document Assignments Article

Claim Review Tab

• Deleting/Canceling/Marking-Off a Claim in ClickClaims?

Managing Claims, Data Grids & Batch Actions

• Editing Data on Multiple Claims (Batch Edit Feature)
• Working with Data Grids Video Tutorial

Document Managers

Dashboard

• Default Dashboard Widgets by User Role

Assignment Maps

• Assignment Maps Article

Automated Call Center

• Pre-Claim Call Center Article
• Post-Claim Call Center (Single Campaign) Article

Email Importer

• Email Importer Article

Mobile Forms

• Mobile Forms Article
• Embedding eFNOL Mobile Forms Into a Website

Mobile UI

• Mobile UI Article

SMS Text Messaging

• SMS Text Messaging Article

Financials Module (Payments & Reserves)

• Mold Payment Tracking

ISO ClaimSearch

• ISO ClaimSearch Reporting Article

NIPR

• NIPR Article

OFAC

• OFAC Article

Tiva/PolicyPort

• Tiva/PolicyPort Workflow with ClickClaims Article

XactAnalysis

• XactAnalysis Exporter Article
• XactAnalysis Importer Article
• Configuring the ClickClaims Adjuster for XactAnalysis
• Configure the ClickClaims Client for XactAnalysis
• Configuring a New Carrier/Client Shared Dataset for an Existing XactAnalysis EDI

QuickBooks

• Adjuster/Vendor Mapping (Syncing) Information Between QuickBooks and ClickClaims

General

• How do I submit a Change Request?
• Textbox in Forms Builder Deletes When Using Backspace

Claims

• Why are my Notes not displaying?
• Why aren't my claims showing in the dashboard widgets?

Documents

• What characters should I avoid in file names or directories?
• What should I do if I get an error when uploading a document?
• Last Known Browse Path Not Saving Upon Uploading Documents
• Unable to Upload a Document
• What is the Document Size Limit in ClickClaims?

Features & Tools

• Why are images not displaying properly in Form Letter, Email, or Snippet Builder tool?

Email, SMS & Communications

• Why am I not receiving emails from ClickClaims?
• Why aren't system emails sending out of ClickClaims?
• Retaining Format When Emailing Claim Notes
• Email Did Not Import into ClickClaims From Email Importer

Accounting & Finance

• How do I Setup a Line Item for Sales Tax in ClickClaims?
• Product & Service Item (PSI) Isn't Showing in Claim Note
• Why can't I enter 3 decimal places for IRS mileage rate?
• Vendor Bill Didn't Generate Properly
• Why are the Received Payments Not Syncing to QuickBooks?

Integrations

Browser Settings & Performance

• Clearing Browser Cache
• Solving Pop-Up Window Issues (Letters, Modules, etc.)
• Setting Your Browser Cache Disk Space
• Why isn’t my ClickClaims page/window loading or displaying correctly?
• Why isn’t my pop-up window displaying?

General

Admin Tools & System Settings

• Application Documents Video Tutorial
• Automated Claim Tasks Video Tutorial
• Forms & Letters: Word with Replacement Fields Video Tutorial

Managing Claims, Data Grids & Batch Actions

• Adding New Claims (Single/Batch) Video Tutorial
• Assigning Vendors to a Claim (Single/Batch) Video Tutorial
• Creating New Claims (Single/Batch) Video Tutorial
• Claim Search/Advanced Claim Search Video Tutorial
• Assigning Users to a Claim (Single/Batch) Video Tutorial

Inside the Claim File

• Send Email

Features, Tools & Highlights

• Document Managers Video Tutorial

Integrations

Live Webinars

On-Demand Webinars

• Webinar: Maximizing Your Efficiency with Data Grids
• Webinar: Mastering Tasks in ClickClaims
• Webinar: Boosting Email Efficiency in ClickClaims
• Webinar: ClickClaims Tips and Tricks

General

• ClickClaims Basic Level Session 1 Video Training Course
• Tasks Video Training Course
• Document Assignment Video Training Course

Features

• SMS Text Messaging Video Training Course
• Post-Claim Call Center Video Training Course
• Mobile Forms Video Training Course
• Mobile UI Video Training Course

Integrations

• ISO ClaimSearch Video Training Course
• XactAnalysis Exporter Video Training Course
• OFAC Training Course

2025

• R.2025-05 - 2025-06 Release Notes
• R.2025-02 - 2025-04 Release Notes
• R.2025-01 Release Notes

2023

• R.2023-12 Release Notes
• R.2023-11 Release Notes
• R.2023-10 Release Notes
• R.2023-09 Release Notes
• R.2023-08 Release Notes

2022

• R.2022-01 Release Notes
• R.2022-09 Release Notes
• R.2022-08 Release Notes
• R.2022-07 Release Notes
• R.2022-04 Release Notes

2021

• R.2021-11 Release Notes
• R.2021-10 Release Notes
• R.2021-09 Release Notes
• R.2021-08 Release Notes
• R.2021-07 Release Notes

2020