R.2022-09 Release Notes

Changes

XA EDI Settings Supports the “Approved for Closure” Date:

An optional setting is now available for the XA EDI so that when a predetermined XA status message or date is received from XactAnalysis (based on your company’s XA configuration settings), the “Approved for Closure” date is automatically set on the claim in ClickClaims. This setting is disabled by default.

XA EDI Setting for File Closed Claims:

When enabled, a new XA EDI setting prevents dates from being set or overwritten on a claim when the file status in ClickClaims is “File Closed”. This works with the existing XA EDI setting that prevents changes to a claim in ClickClaims when the status is “File Closed”. This setting is disabled by default.

Bulk Claim Creation CSV Importer Updates:

The optional “Bulk Claim Creation CSV Importer” case within the optional “Bulk Upload” feature has been updated to enable the “Imported” claim flag and capture the date of the imported activity within the claim’s history log.

“Upload” and “Upload-Special” on the “Documents” Tab:

If your company utilizes the “Legal” optional feature, and if you’re logged in as a user who is authorized to add/view Legal notes, you can now flag a note as “Legal” when adding a claim activity note from the “Upload” or “Upload-Special” action available from the claim’s “Documents” tab.
Additionally, an optional setting is now available that, when enabled, permits a user to associate a “Claim Note Activity Code” to a note when uploading documents and adding text to the “Note” field using the “Upload” or “Upload-Special” actions available from the claim’s “Documents” tab. When enabled, the options listed in the “Claim Note Activity Code” field’s drop-list originate from the “Activity Types” managed by site administrators. This setting is disabled by default.

“Mark-Off Claim Flag Not Allowed if The Claim Has Financial History:

A new optional setting is available when your company utilizes the “Financials” module that, when enabled, prevents the “Mark-Off” claim flag from being set to “Yes” if there is any financial transaction history on the claim. This setting is disabled by default.

Adjuster Mailing Address Replacement Field:

You can now add the claim’s assigned adjuster stakeholder’s mailing address to your emails and form letters using the new “Company Adjuster Information” replacement fields accessed from the “Replacement Fields” tree when working with email and form letter templates.

Corrections

Disabled the “View” Button for Voided Payments on the “Payments” Tab:

The “View” button is now disabled on the claim’s “Payments” tab when the payment record has been voided.