Editing Data on Multiple Claims

ClickClaims allows you to edit certain data within a claim via the "Batch" feature.  Such data includes the claims' event, peril, severity code, file status, client file status, file type, claim code, and/or add an additional iLog note on selected claims.  

 

Accessing the Batch Edit

  1. Mouse over the "Claims" menu bar button and select "Search" from the drop list or simply click on the "Claims" button to access the "Claim Search" screen more efficiently.

  1. Enter in your preferred criteria on the "Claim Search" screen in order to pull up the claim results you need and then click the "Search" button to initiate the search.

  1. Next, click the "Display Mode" button and select "Batch Mode" from the drop-list.

  1. Then, click on the "Pick Action" button and select "Batch Edit" from the drop-list.

  1. Select the checkbox next to each record that you wish to perform the "Batch Edit" on and then click on the "Next" button.

  1. Select the field(s) that you wish to edit:

    • Event

    • Peril

    • Severity Code

    • Office

    • File Status

    • Client Exam

    • Client Status

    • File Type

    • Claim Code

    • Group

    • Additional iLog Note

  1. Finally, click the "Submit" button to initiate that change.  If you wish to terminate this action, simply click on the "Cancel" button to return to the "Claim Search" page data grid.


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.