Welcome to ClickClaims Support

FAQ

• Characters to Avoid in Directories and Filenames
• Claim failed to assign to Xactanalysis
• Claim(s) Not Showing in the Dashboard Widgets
• Copying Error Messages for CMS Troubleshooting
• Disabling Compatibility Mode in Internet Explorer

Getting Started

• Support Guide: Getting the Help You Need
• ClickClaims Training: Getting the Help You Need

Archive

• Unable to Upload Documents
• Why am I not Receiving Emails from ClickClaims

User Role Permissions

• How to Determine Claim & Feature/Functionality Access by User Role
• How to Determine Feature/Functionality Access by User Role

Clearing Browser Cache

• Clearing Browser Cache

Tools & Libraries

• Configuring Automated Claim Tasks
• Forms & Letters: Using Word Templates with Replacement Fields
• Upload Files to CMS: Adjuster Bulk Upload
• Upload Files to CMS: New Claims Bulk Upload

Accounting Settings & Configurations

• Configuring Billing Rates and Fee Schedules
• Products & Services Items Article

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

Document Assignments

• Document Assignments Article

Email Importer

• Email Importer Article

ISO ClaimSearch

• ISO ClaimSearch Reporting Article

Mobile Forms

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

Mobile UI

• Mobile UI Article

NIPR

• NIPR Article

OFAC

• OFAC Article

Pre-Claim Call Center

• Pre-Claim Call Center Article

Post-Claim Call Center

• Post-Claim Call Center (Single Campaign) Article

SMS Text Messaging

• SMS Text Messaging Article

Tiva/PolicyPort

• Tiva/PolicyPort Workflow with ClickClaims Article

XactAnalysis Exporter

• XactAnalysis Exporter Article

Assignment Maps

• Assignment Maps Article

XactAnalysis Importer

• XactAnalysis (XA) Importer Article

Mold

• MOLD PAYMENT TRACKING

Dashboard

• Default Dashboard Widgets by User Role

FAQs

• How do download files via FTP?

Claims

• Add New Single Video Tutorial
• Add New Batch Video Tutorial
• Assign Users Video Tutorial
• Reassign Claims Video Tutorial
• Reopen Claims Video Tutorial

ClickClaims Support

• Submitting a ClickClaims Support Ticket Video Tutorial

Dashboard

• Dashboard - My OPEN Tasks (Accessing My Tasks) Video Tutorial
• Dashboard - My New Documents Video Tutorial
• Dashboard - Filters Video Tutorial
• Dashboard - Widgets Video Tutorial

Email Importer

• Email Importer: Sending an Email Video Tutorial
• Email Importer: Locating Email and Attachments Video Tutorial

General Information

• Signing Into ClickClaims For the First Time Video Tutorial
• Forgot Username / Forgot Password Video Tutorial
• Page Header Video Tutorial
• Edit Profile Video Tutorial
• Quick Search Bar Video Tutorial

Inside the Claim File

• Summary Tab Video Tutorial
• Prior Losses Video Tutorial
• Policy Tab Video Tutorial
• Deductibles Worksheet Video Tutorial
• Contacts/Claimants Tab Video Tutorial

ISO ClaimSearch

• ISO ClaimSearch Video Tutorial
• ISO Single Sign-On Video Tutorial
• ISO Acknowledge Risk Response Video Tutorial
• ISO Alert Score Video Tutorial

Manage Snippets

• Manage Snippets Video Tutorial

Mobile Forms

• Mobile Forms Video Tutorial

Mobile UI

• Mobile UI: Accessing Claims Video Tutorial
• Mobile UI: Granting User Access Video Tutorial
• Mobile UI: Inside a Claim Record Video Tutorial

Multi-Factor Authentication (MFA)

• Multi-Factor Authentication (MFA) Video Tutorial

OFAC

• OFAC Training Course

Reports

• Search Claim Tasks Video Tutorial
• Search New Documents Video Tutorial
• Claim Reporting Search Video Tutorial
• Claim Reporting Grid Video Tutorial
• Aging Reports Video Tutorial

SMS Text Messaging

• SMS Text Messaging: Configuring Users Video Tutorial
• SMS Text Messaging: Configuring Contacts Video Tutorial
• SMS Text Messaging: Sending Text Messages Video Tutorial
• SMS Text Messaging: Managing Text Message Templates Video Tutorial

Tools

• Forms and Letters: Word with Replacement Fields Video Tutorial
• Automated Claim Tasks Video Tutorial
• Batch Archive / Batch Unarchive Video Tutorial
• Application Documents Video Tutorial

XactAnalysis Exporter

• XactAnalysis Exporter: Exporting Claims Video Tutorial
• XactAnalysis Exporter: Exporting Documents Video Tutorial
• XactAnalysis Exporter: Configuring ClickClaims Video Tutorial

Help

• Internal/Company Support Submission Video Tutorial

Post-Claim Call Center

• Post-Claim Call Center: Manage Call Center Video
• Post-Claim Call Center: Status Meaning Video
• Post-Claim Call Center: Batch Calls Video
• Post Claim Call Center: Initiating Automated Calls Video
• Post-Claim Call Center: Search Calls Video

Pre-Claim Call Center

Live Webinars

On-Demand Webinars

• Webinar: Maximizing Your Efficiency with Data Grids
• Webinar: Mastering Tasks in ClickClaims

Training Courses

• Document Assignment Video Training Course
• Email Importer Video Training Course
• ISO ClaimSearch Video Training Course
• Post-Claim Call Center Video Training Course
• Tasks Video Training Course

2025

• 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.2022-09 Release Notes
• R.2022-08 Release Notes
• R.2022-07 Release Notes
• R.2022-04 Release Notes
• R.2022-03 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

Solution Article Templates