The “Mobile UI” feature enables users in the “Adjuster” role to utilize a mobile-friendly version of ClickClaims providing them with limited access to the application in order to update certain aspects of their assigned claims including policy limits and reserves, claim dates, activity notes, documents, and tasks.  This version of ClickClaims is compatible with all common devices such as desktop computers, laptops, tablets, and mobile phones (iPhone and Android).  This article provides a comprehensive review of this feature.

Important: Users with the "Mobile Only" setting enabled are only able to access this version of ClickClaims when logging into the system. Standard ClickClaims features and functionality are not available.  

Configuring “Mobile Only” Access:

To affiliate a user with the mobile-friendly version of ClickClaims, a special permission setting must be enabled within their user profile by a user associated with the “Owner”, “Administrator”, and/or “Human Resources” user role.

1. Navigate into the “User Profile” tab of the user’s record from the “Users” menu bar button in ClickClaims.
2. Check the box beside “Mobile Only” under the “Special Permissions” section and then click the  button to retain the change.

 Figure 1: ‘Mobile Only’ special permission setting

Navigating the Mobile User Interface:

1. From the chosen device, navigate to the browser and enter the ClickClaims URL in the address bar.
   1. Mobile users do not need to download or install a mobile app.  They have direct access to the mobile-friendly pages as soon as they log in to ClickClaims based on the “Mobile Only” setting.
2. Enter your username and password into the appropriate fields of the “Log In” page and click the  button.

 Figure 2: Mobile UI Log In page

 Figure 3: Software License Agreement

 Figure 4: Password Change page

 Figure 5: My Claims page

 Figure 6: Drop-list menu

 Figure 7: Claim Search field

5. The  and  buttons on the page allow the user to toggle between all of their open assigned claims and their newly assigned claims.

1. ALL: Select this button to display all open claims that are currently assigned to the logged-in user as an adjuster stakeholder and have not been flagged as “Mark-Off”.
2. NEW: Select this button to display all open claims that are currently assigned to the logged-in user as the primary adjuster stakeholder, are not flagged as “Mark-Off”, and are currently in the “Assigned to Adjuster” file status.
   1. Once the primary adjuster accesses the claim in the Mobile UI, the claim’s file status automatically changes to “Adjuster Received/Working” and is removed from the “New” filter.
   2. If no claims are assigned to the logged-in user, a message stating, “There are no open claims assigned to you” displays on the mobile page.

 Figure 8: No assigned claims

 Figure 9: Claim record

 Figure 10: Claim record

1. From within the claim:
   1. Click on the hyperlink for the “Loss Location” to be redirected into Google Maps and view the location on a map.  
   2. Click on the hyperlink for the “Primary” or “Secondary” email address to compose a new email to that email account. 
   3. Click on any hyperlink within the “Phone Number” fields to initiate a call to that number.
2. IMPORTANT:  By default, all of the claim buttons located at the bottom of the claim record are enabled for the mobile-friendly version of ClickClaims.   However, based on your company’s workflow needs, one or more of these buttons may be relabeled and/or disabled for mobile users.  If you do not have access to a button and you believe this is in error, please contact your manager or site administrator (based on your company’s established protocol) for assistance.

 Figure 11: Claim’s affiliated module buttons

Setting Policy/Reserves:

If your company utilizes the optional “Financials” ClickClaims feature, claim reserves can be managed from the  button on the claim record.  If your company does not utilize this optional feature, the policy limits, reserves, and indemnity can be managed from the  button. 

“Financials” Feature Not Enabled:

1. Click on the  button at the bottom of the claim record.
2. Populate the dollar amount under the “Limits”, “Reserve”, and/or “Indemnity” column(s) next to the applicable coverage(s).

 Figure 14: Policy Limit/Reserve/Indemnity

3. Click the  button once finished.

4. Each time the page is saved, the “Indemnity Subtotal”, “Expense Subtotal” and “Total” rows that are located at the bottom of the page automatically update to display the proper aggregate.

 Figure 15: Coverage Indemnity and Expense 

 “Financials” Feature Enabled:

1. Click on the  button at the bottom of the claim record.
2. By default, the insured’s financial information displays in the table.
   1. If other eligible contacts are listed on the claim for which reserves should be set, click the drop-list field, as indicated in Figure 16 below, and select the desired contact from the list of options to update the table with their financial information.

 Figure 16: Multiple contacts

3. Click anywhere on the desired coverage record to enter the new reserve amount.

1. Important:  Reserves cannot be modified if a reserve request is already pending for the claim.  If a request is already pending, a message displays in red font stating, “Claim has a reserve change pending.  Reserve change not allowed at this time”, and the  button is disabled.  The pending request must be approved/denied by an authorized user before the reserves can be changed.

 Figure 17: Pending Reserve Change

 Figure 18: Coverage not verified

 Figure 19: Coverage Verified field

 Figure 20: Reserve field

 Figure 21: Modified reserve

5. Repeat the above steps to set/modify additional coverage reserves for the chosen contact.  When finished, click the  button to submit all reserve changes on the claim.

6. If the claim’s reserves modification requires authorization, a pending reserve request is submitted and a message stating, “A changed request has been made and is pending approval for Claim #{insert number}” displays at the top of the claim record.

 Figure 22: Pending Approval
 

Setting Dates:

1. To review and/or update claim dates, click the  button located at the bottom of the claim record page.
2. If the date has not been previously populated, the current date and time (eastern time zone) displays in the date field(s).  Manually enter/modify the desired date and time in the appropriate field(s) or utilize the  icon to pick the date and time.  Once finished, click the  button to retain the change(s).  

 Figure 23: Set Dates

 Figure 24: Dates section of claim record

Adding Activity Notes:

1. To add a new claim note, click the  button located at the bottom of the page.
2. Enter the note text into the textbox provided.  Then click the  button to generate the note.

 Figure 25: Add Note

 Figure 26: SIU Note and Legal Note

 Figure 27: Notes section of claim record

Viewing Documents:

1. To view the claim’s existing documents, click the  button located at the bottom of the page.
   1. The logged-in user must be authorized to view the document(s) before they can display it here.  If a document does not display and you believe this is in error, please contact your manager or site administrator (per your company’s established protocol) for assistance.

 Figure 28: Documents

2. Use the “Search document list” bar to filter the listed documents by the full or partial:

1. Type: The “File Type” location under which the document has been categorized.
2. Description: A brief explanation of the document.
3. Filename:  The document’s name.
4. Uploaded: Name of the user who uploaded the claim document and the date and time that action occurred. 

3. Click anywhere within the file’s row to open and view the desired document.

1. Depending on the type of document and the user’s browser configuration, the document may first need to be downloaded and/or saved.

4. When finished, click the  button at the bottom of the page to return to the claim record, or use the  icon.

Managing Tasks:

1. To view existing claim tasks, click the  button located at the bottom of the page.
   1. The task must already be created on the selected claim and assigned to the logged-in user.
2. Use the  and  buttons to toggle between all of the logged-in user’s open and overdue tasks associated to the selected claim record.
   1. An open task has a status of “Not Started” or “In Progress”.
3. Use the “Search last list” bar to filter the listed task records by the full or partial claim number, insured name, detail, priority, or due date.
4. Click anywhere within the task record’s row to open/view the complete task details and update the status.

 Figure 29: Claim’s Open and Overdue Tasks

5. Select the correct status option to update the task’s status.

1. The logged-in user can also view and manage their assigned open tasks across all claims by selecting “My Tasks” from the  icon and following the same steps outlined above.

 Figure 30: My Tasks

Related Videos/Articles

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