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General
Getting Help/Support Portal
Support Guide: Getting the Help You Need
ClickClaims Training: Getting the Help You Need
System & User Access
Resetting/Recovering Your ClickClaims Password
ClickClaims Password Requirements
Multi-Factor Authentication (MFA)
Browser Settings & Performance
Clearing Browser Cache
Solving Pop-Up Window Issues (Letters, Modules, etc.)
Archive
Unable to Upload Documents
Why am I not Receiving Emails from ClickClaims
Admin Tools & System Settings
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)
User Roles & Permissions
Determining Claim & Feature/Functionality Access by User Role
Determining Feature/Functionality Access by User Role
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
Documents Tab
Organizing Documents in the PDF Bundler Mode
Downloading .ESX Xactimate files from CMS?
Document Assignments Article
Review Tab
How do I delete/cancel (mark-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
How Do I Configure a New Carrier/Client Shared Dataset for My Existing XactAnalysis EDI?
QuickBooks
Adjuster/Vendor Mapping (Syncing) Information Between QuickBooks and ClickClaims
FAQs
All FAQs
How do I download files via FTP from ClickClaims?
Why isn’t my ClickClaims page/window loading or displaying correctly?
Why am I not receiving emails from ClickClaims?
How do I view or manually change my web server?
How do I test my internet performance/speed when experiencing latency?
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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
Creating 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
Summary Tab Video Tutorial
Prior Losses Video Tutorial
Policy Tab Video Tutorial
Deductibles Worksheet Video Tutorial
Contacts/Claimants Tab Video Tutorial
View all (17)
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
All 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
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Release Notes
2025
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
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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
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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
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