"Tasks" Video Training Course

This video tutorial course offers a complete review of the "Tasks" functionality offered in ClickClaims.  Navigate through each video to obtain a comprehensive understanding of the "Tasks" module and complete the course.



Video 1:

  • Automated Claim Tasks
    • The first video in the ClickClaims Tasks course discusses how authorized users can create templates for Automated Claim tasks which are preconfigured to automatically generate on claims based on predefined trigger points and attributes. 


Video 2:

  • Accessing "My Tasks"
    • The second video in the ClickClaims Tasks course discusses how to access and manage assigned tasks across all claims via the "My Tasks" page accessed from the Dashboard. 


Video 3:

  • Claim Specific Tasks
    • The third video in the ClickClaims Tasks course discusses how to create Claim-Specific tasks from the claim's "Tasks" tab.


Video 4:

  • Task Notifications
    • The fourth video in the ClickClaims Tasks course discusses how to be notified and access tasks via email and (if applicable) text message notifications. 


Video 5:

  • Search Claim Tasks
    • The fifth video in the ClickClaims Tasks course discusses how users associated with the Owner, Administrator, or Claims Supervisor user role can view and manage all claim tasks via the "Claim Task Report". 

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