Submit a ticket
Welcome
Login
Welcome to ClickClaims Support
How can we help you?
Enter your search term here...
Search
Solution home
Knowledge base
Enter your search term here...
Search
General
Getting Help/Support Portal
Support Guide: Getting the Help You Need
ClickClaims Training: Getting the Help You Need
Submit a Change Request
System & User Access
Recovering Your ClickClaims Username
ClickClaims Password Requirements
Multi-Factor Authentication (MFA)
How Do I Reset My ClickClaims Password?
Admin Tools & System Settings
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)
Inside the Claim File
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?
Features, Tools & Highlights
Managing Claims, Data Grids & Batch Actions
Editing Data on Multiple Claims (Batch Edit Feature)
Working with Data Grids Video Tutorial
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
Integrations
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
FAQs & Issues
General
Submitting Change Request?
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?
View all (10)
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?
View all (7)
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?
View all (8)
Video Tutorials
General
Document Managers Video Tutorial
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
View all (14)
Inside the Claim File
Send Email
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
Training Courses
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
Release Notes
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
View all (13)
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
View all (7)
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
View all (11)