The ClickClaims application includes the ability to create and manage claim “Tasks”.  Claim tasks are generated as a notification or reminder of an action that the assigned user is required to complete within a certain timeframe.  Two types of claim tasks may be generated within the application, “Automated Claim Tasks” and “Claim Specific Tasks”.  This comprehensive user guide provides detailed instructions for creating, managing, and completing claim tasks.  

Automated Claim Tasks

Automated Claim Tasks are tasks preconfigured by a site administrator to automatically generate on any claim based on predefined trigger points and claim attributes.  This section provides guidance with accessing and managing Automated Claim Tasks.

Accessing Automated Claim Tasks:

By default, users must be associated to the “Owner” and/or “Administrator” user role to access this feature.

2. From the “Automated Claim Tasks” page, select the button to configure a new, automated task or highlight a record and click the  button to modify an existing task.

1. The same Data Grid functionality found throughout the applicable is available on this page.  

Configuring an Automated Claim Task:

2. Populate the required and desired fields located on the “Claim Task Details” tab of the “Automated Claim Task” page.  (Additional tabs won’t display in a new task template until it has been saved for the first time.)

1. “Details” Section:

1. Task Name (required): Enter the desired name for this task template as it will display on the “Automated Claim Tasks” page.  
2. Task Detail (required):   Enter text to support or describe the action required to complete this task.  This will display within the generated task record. 
3. Trigger Point (required):   From the list of available trigger points, choose the one needed to determine the point at which this task will be generated on eligible claims.  

Note: An optional setting is available that, when enabled, provides an additional trigger point of "When Claim Flag is Set".  When chosen as the trigger point, an associated "Claim Flag" field displays allowing you to associate the task to a desired flag.  Additionally, a third, related "When Claim Flag Value Changes From" field displays allowing you to determine what change in the claim flag's setting triggers the task.  This setting is disabled by default.

 Note: An optional setting is available that, when enabled, provides an additional trigger point of "When File Status is Set".  When chosen as the trigger point, an associated "File Status" field displays allowing you to associate the task to a desired file status.  Additionally, a third related "File Status Reason" field displays allowing you to optionally base the file status trigger point on a specific File Status Reason.  This setting is disabled by default.

1. Adjuster Assignment/Reassignment:  If selected, this task will generate when the “Adjuster” stakeholder is assigned or reassigned on the claim.
   1. When the “Multiple Adjuster” feature is enabled, “Adjuster 2 Assignment/Reassignment” and “Adjuster 3 Assignment/Reassignment” options will also be available for selection.
2. Adjuster Reopen:   If selected, this task will generate when the “Adjuster” stakeholder is assigned at the point of reopening the claim.
3. Claim Age:  If selected, this task will generate based on the age of the claim.
   1. If set as the trigger point, a new, related “Default # of Days from Trigger Point” field will display requiring that the # of days is set.
      1. Default # of Days from Trigger Point (required if “Trigger Point” equals “Claim Age”):  This task will generate based on the # of days set here, per the “Claim Age” trigger point configuration.  This field is required when “Claim Age” has been configured as the task’s trigger point.

1. When Date Is Set:  This task will generate based on the population of a related claim date.
   1. Note:   When selected as the “Trigger Point”, a new, related “When Date Is Set” field will display requiring the related claim date field to be set.
      1. When Date Is Set:  Select the related claim date option from the drop-list.  This task will generate when the date is set within the associated date field of the claim (changes from a null (blank) value to containing a date/time value).   This is a required field when the “When Date Is Set” option has been configured as the task’s trigger point.

1. Note:  The related date field is located on the claim’s “Dates” tab.

1. Associated Claim Date:   If the completion of this task is dependent upon the population of an eligible date field within the "Adjuster Actions" section of the claim's "Dates" tab, the task creator can select that date field from the drop-list.  When doing so, the application will automatically populate the task’s "Completed Date/Time" and update its status to "Completed" when the associated claim date is populated on the claim’s "Dates" tab.  This prevents the task's assigned user from duplicating efforts by populating the date/time on the claim's "Dates" tab as well as within the task itself.

1. Note:  The related date field is located on the claim’s “Dates” tab.

1. Assign Task To:  This is a required field to specify who is responsible for completing this task.  By default, only a claim stakeholder can be assigned to an automated claim task.  The available roles are:
   1. Adjuster
   2. Adjuster 2 (if eligible)
   3. Adjuster 3 (if eligible)
   4. Client Examiner
   5. Company Examiner
   6. File Reviewer
   7. Team Lead

1. If “Individual User by Role” is selected from the “Assign Task To” field, the related “Select a User Role” and “Assign Task to Individual User by Role” fields display.
   1. Select the appropriate role from the “Select a User Role” field’s drop-list.  
   2. This user role selection then drives the usernames available for selection from the “Assign Task to Individual User by Role” field.

1. Default # of Days Due:  The task’s “Due Date” will be set by adding this # of days to the date the task was generated on the claim.
2. Active:  If unchecked, tasks will not generate for this task template.  

1. On Create:  Will generate an email notification to the task’s assigned user upon creation.
2. On Complete:  Will generate an email notification to the task’s assigned user upon completion.
3. When Past Due:  Will generate an email notification to the task’s assigned user when the claim task has passed its due date.

1. On Create:  Will generate an email notification to the task’s monitor upon creation.
2. On Complete:  Will generate an email notification to the task’s monitor upon completion.
3. When Past Due:  Will generate an email notification to the task’s monitor when the claim task has passed its due date.
4. Monitor:  This is the user assigned to overlook the task to ensure it’s addressed in a timely manner.
   1. Company Examiner:   Selecting “Company Examiner” from the drop-list will assign the claim’s associated Company Examiner as the task’s Monitor.
   2. File Reviewer: Selecting “File Reviewer” from the drop-list will assign the claim’s associated File Reviewer as the task’s Monitor.
   3. Team Lead:   Selecting “Team Lead” from the drop-list will assign the claim’s associated Team Lead as the task’s Monitor.
   4. Trigger Person:   Selecting “Trigger Person” from the drop-list will assign the person who caused the task to generate based on the task’s “Trigger Point”.  
      1. Example:  If the “Trigger Point” is “Adjuster Assignment / Reassignment”, the person who assigns the claim’s adjuster is the “Trigger Person” and will be assigned as the task’s “Monitor”.

1. On Create:  Will generate an email notification to the email address(es) entered within the “Email(s)” textbox of this section upon creation
2. On Complete:  Will generate an email notification to the email address(es) entered within the “Email(s)” textbox of this section upon completion.
3. When Past Due:  Will generate an email notification to the email address(es) entered within the “Email(s)” textbox of this section when the claim task has passed its due date.
4. Email(s):  Enter one or more email addresses here to generate the “On Create”, “On Complete” and/or “When Past Due” email notification(s) for the claim task.  Separate each email address with a semicolon.  
   1. Note:  The recipient(s) does not need access to your ClickClaims site to receive the email notification(s), but they will need a user account to access the task within the application, if desired.
   2. Note:  For the recipient(s) to be able to access the claim to which the task is associated, their user account must be associated with a user role which grants them access to the claim.

1. Once all required and desired fields have been populated, click the button. The “Attributes” tab will now display.
2. Automated claim tasks can be configured to solely generate on claims containing attributes correlating to the attributes configured within the task template.  To associate attributes to a task, click on the “Attributes” tab of the “Automated Claim Task” page.

1. By default, the task will be generated on any eligible claim, regardless of the claim’s peril, based on the “All” default setting within this section.  
   1. To configure the task to only generate on eligible claims associated to a specific peril, select the checkbox next to the desired option(s) within the “Perils” section.

1. By default, the task will be generated on any eligible claim, regardless of the claim’s claim code, based on the “All” default setting within this section.
   1. To configure the task to only generate on eligible claims associated to a specific claim code, select the checkbox next to the desired option(s) within the “Claims Codes” section.

1. By default, the task will be generated on any eligible claim, regardless of the claim’s event (CAT Code), based on the “All” default setting within this section.
   1. To configure the task to only generate on eligible claims associated to a specific event, select the checkbox next to the desired option(s) within the “Events” section.

1. By default, the task will be generated on any eligible claim, regardless of the claim’s associated client, based on the “All” default setting within this section.
   1. To configure the task to only generate on eligible claims associated to a specific client, select the checkbox next to the desired option(s) within the “Clients” section.

1. By default, the task will be generated on any eligible claim, regardless of the claim’s severity code, based on the “All” default setting within this section.
   1. To configure the task to only generate on eligible claims associated to a specific severity code, select the checkbox next to the desired option(s) within the “Severity Codes” section.

1. By default, the task will be generated on any eligible claim, regardless of the claim’s file type, based on the “All” default setting within this section.
   1. To configure the task to only generate on specific, eligible claim types, select the checkbox next to the desired option(s) within the “Claim File Types” section.

1. Once all preferred options have been selected, as needed, within the “Attributes” tab, click the button to be returned to the “Claim Task Details” tab of the “Automated Claim Task” page.
   1. Note:  Selecting the button will direct you back to the “Automated Claim Tasks” data grid page.
2. If finished, click the  button to retain all changes made to this task template.
   1. Select the button to configure a new “Automated Claim Task”.
   2. Select the  button to delete the task template you are currently viewing.
      1. A confirmation message will display stating, “If deleted, it cannot be undone.  Are you sure you want to delete this automated claim task?”  Click “Yes” to proceed or “No” to terminate the action.
   3. Select the button to return to the “Automated Claim Tasks” data grid page.

Claim Specific Tasks

Claim Specific Tasks are singular tasks created at the claim level by any user with access to the claim for which the task will be generated, are monitored by the task’s creator, and can be assigned to anyone with an active 

ClickClaims user account.  During creation, the task record’s fields can be manually populated, or the creator can choose to autofill the fields based on the selection of a preconfigured task template.  This section provides instructions for creating Claim Specific Tasks.

 link within the “My Tasks” data grid page (discussed later in this guide), they will be redirected to the “Access to this page is denied!” page.  

1. Note:  A site administrator can enable the “Allow adjuster access via claim task” site setting, located within the “Application Settings” section of ClickClaims, to grant claim access to an adjuster who is not assigned to the claim - providing they are assigned to the claim task.
   1. Note:  The adjuster can then only access the claim by selecting the task’s claim link located under the “Claim #” column of the “My Tasks” data grid page (discussed later in this guide).  Attempting to access the claim by any other means will result in the “Access to this page is denied!” page. 

Adding a New Task

1. A new task record will display within the data grid allowing you to populate the required and desired fields.
   1. “Load from Library”:  Templates for claim specific tasks routinely created by users can be crafted to automatically populate the new task’s fields based on the configuration of the template selected. To employ one of these templates, choose it from the  drop-list.  
      1. Templates can be created from the “Claim Task Library Manager Grid” page, accessed by selecting “Manage Task Library” from the “Tools” menu bar button.  
   2. “Task Details” Section:

1. CMS #:  This field is auto populated with the claim's assigned CMS number.
2. Assigned To:  From the drop-list, select the user to whom the task is to be assigned.  This is a required field.  
   1. Note:  A user can assign a task to themselves or to any other active ClickClaims account.  
   2. A claim specific task can be assigned to, and completed by, a user who does not have access to the task’s associated claim.  However, the user will be unable to access the claim itself.  If the user attempts to access the claim, by clicking the claim’s link provided within the task’s email notification(s), by performing a claim search within the application or by clicking the claim link within the “My Tasks” data grid page (discussed later in this guide), they will be redirected to the “Access to this page is denied!” page.  

1. Note:  A site administrator can enable the “Allow adjuster access via claim task” site setting, located within the “Application Settings” section of ClickClaims, to grant claim access to an adjuster who is not assigned to the claim - providing they are assigned to the claim task.
2. Note:   The adjuster can then only access the claim by selecting the task’s claim link located under the “Claim #” column of the “My Tasks” data grid page (discussed later in this guide).   Attempting to access the claim by any other means will result in the “Access to this page is denied!” page. 

1. Task Details:  Enter the desired text to support or describe the action required to complete this task.  This is a required field.
   1. Created By:  This field is auto populated and will display the name of the user creating the task, based on their user profile record.
      1. Note:   The “Created By” user will also be the task’s assigned “Monitor”. 

1. Priority:  Select the applicable priority level of this task from the drop-list options.  This is a required field and defaults to a priority level of “Normal”.
   1. Urgent
   2. High
   3. Normal
   4. Low
2. Due Date/Time OR # of Days Due:  Enter/select a specific date and time in which this task should be completed within the “Due Date/Time” field OR enter a number within the “# of Days Due” field.  As this is a required field, one of these fields must contain a value before you can save the task.
   1. Note:  The task creator can enter a value in only one of these fields.  They cannot be utilized together.  Attempting to do so will result in a validation error message when saving the task.
3. Completed Date/Time:  The user assigned to this task must manually enter a date and time within this field upon completing the task unless the task has been configured to automatically complete based on the population of a related claim date field (see “Set Up Automation for Completed Date”.
   1. Note:  The task can only be completed by the task’s “Assigned To” or “Created By” user.  
4. Override Automatic Task Update at File Closure: A setting, “Automatically Close Claim Tasks Upon File Closure” (Tools > Application Settings > Settings tab) is available to site administrators that, when enabled, automatically updates all open tasks to the “Incomplete – File Closed” status when the claim is closed.  However, if this site setting is not checked or if the field is checked within a specific task record, no status change will occur when the claim is closed.

1. Associated Claim Date:  If the completion of this task is dependent upon the population of an eligible date field within the "Adjuster Actions" section of the claim's "Dates" tab, the task creator can select that date field from the drop-list.  When doing so, the application will automatically populate the task’s "Completed Date/Time" and update its status to "Completed" when the associated claim date is populated on the claim’s "Dates" tab.  This prevents the task's assigned user from duplicating efforts by populating the date/time on the claim's "Dates" tab as well as within the task itself.  

1. Note:  The related date field is located on the claim’s “Dates” tab.

1. On Create:  When the checkbox is selected, an email notification will automatically generate to the task monitor’s primary email address, as it is listed in their ClickClaims user profile record, after the new task is saved.   
   1. This is unchecked by default.
2. On Complete:  When the checkbox is selected, an email notification will automatically generate to the task monitor’s primary email address, as it is listed in their ClickClaims user profile record, after the task's status has updated to "Completed".  
   1. This is checked by default.
3. When Past Due:  When the checkbox is selected, an email notification will automatically generate to the task monitor’s primary email address, as it is listed in their ClickClaims user profile record, when the task has passed the designated due date/time causing the task to become past due (expired).  
   1. This is checked by default.
4. Email:  This field displays the primary email address of the user who created the task.

1. On Create:  When the checkbox is selected, an email notification will automatically generate to the task's “Assigned To” user's primary email address, as it is listed in their ClickClaims user profile record, after the new task is saved.  
   1. This is checked by default.
2. On Complete:  When the checkbox is selected, an email notification will automatically generate to the task's “Assigned To” user's primary email address, as it is listed in their ClickClaims user profile record, after the task's status has updated to "Completed".  
   1. This is unchecked by default.
3. When Past Due:  When the checkbox is selected, an email notification will automatically be generated to the task's “Assigned To” user's primary email address, as it is listed in their ClickClaims user profile record, when the task has passed the designated due date/time causing the task to become past due (expired).  
   1. This is checked by default.
4. Email:  This field displays the primary email address of the task's assigned user.

1. On Create:  When the checkbox is selected, an email notification will automatically generate to the user(s) selected within the "User(s) / Email(s)" and/or the "Additional Email(s)" field after the new task is saved.  
   1. This is unchecked by default.
2. On Complete:  When the checkbox is selected, an email notification will automatically generate to the recipient(s) configured within the "User(s) / Email(s)" and/or "Additional Email(s)" field(s) after the task's status has updated to "Completed".  
   1. This is unchecked by default.
3. When Past Due:  When the checkbox is selected, an email notification will automatically generate to the recipient(s) configured within the "User(s) / Email(s)" and/or the "Additional Email(s)" field(s) when the task has passed the designated due date/time causing the task to become past due (expired).  
   1. This is unchecked by default.
4. User(s) / Email(s):  Select the desired user(s) to whom you wish to receive an email notification upon the creation, completion, and/or the task becoming past due, based on the configuration of these fields’ checkboxes.
   1. Note:  The “User(s) / Email(s)” drop-list will contain the name and email address of all active ClickClaims users in alphabetical order.   
   2. Note:   This field can be used alone or in conjunction with the “Additional Email(s)” field.
5. Additional Email(s):  Manually enter the email address(es) of any persons to whom you wish to receive an email notification upon the creation, completion, and/or the task becoming past due.  This field is generally to be used when the person(s) are not a global contact in your ClickClaims site.  When adding multiple recipients, separate the email addresses with a semicolon.
   1. Note:   This field is generally reserved for recipients who do not have an active ClickClaims account.  While the recipient(s) will receive the email notification(s), they will be unable to access the claim.  
   2. Note:   Separate multiple emails with a semicolon.
   3. Note:   This field can be used alone or in conjunction with the “User(s) / Email(s)” field.
6. “Document Attachment” Section:
   1. Upload New:  To attach a related document to the task from your local machine, click the  button and browse to the document’s location on your computer.
   2. Select Existing:  To attach a document which is currently located within the claim’s “Documents” tab, select the desired document from the drop-list.
      1. Note:  Both a new document and an existing document cannot be attached to the task.  Only one option can be selected.  Attempting to select both will result in a validation message stating, “Please use only 1 method – upload a new document OR select an existing document – NOT BOTH.”
      2. Note:  When a document has been attached to a task, whether an Automated Task or Claim Specific Task, a link to the document will display within the “Document” column of the claims “Tasks” tab data grid page.  

Task Library

Users with claim access can create, manage and utilize their own library of claim specific task templates making the process of creating new, recurring manual claim tasks more efficient by automatically populating the applicable fields located in the new task record of the claim’s “Tasks” tab based on the configuration of the selected template. 

1. Navigate to the claim’s “Tasks” tab.
2. Click on the  button.
3. Manually populate the task fields if desired or select the applicable task template’s name from the    field’s drop-list.

• If no task templates have been created by the logged in user, or if no user associated to the “Owner” or “Administrator” user role has marked any of their task templates as “global”, this field’s drop-list will be empty.

• Note:  The  functionality is only accessible when creating a new task from the claim’s “Tasks” tab.   This field will not display when editing an existing task via the  button on the claim’s “Tasks” tab.

1. If a task template was selected, the applicable fields within the “Tasks” form will be automatically populated based upon the configuration of the template selected.

• Simply select a different template from the drop-list, if needed, and the task fields will automatically update to reflect the new template.
• The new task’s fields can be manually modified if/as needed even after selecting a template.

1. When finished, click to create the new claim task or  to abandon.

Managing Tasks

Users can access claim tasks from 3 various locations.   Listed below are instructions on how to access and manage claim tasks within the ClickClaims application.

ClickClaims Dashboard

Accessing claim tasks from the ClickClaims Dashboard allows the logged in user to view and manage tasks assigned to them across all claims.

1. My OPEN Tasks (-):   This is a link which, when selected, will advance you to the “My Tasks” data grid page.  The link also contains the total number of open tasks currently assigned to the logged in user.
2. Expiring:  If the logged in user has open tasks expiring within the next 2 days, based on the task’s due date, the number of expiring tasks will display in green font beneath the “My OPEN Tasks” link.
3. Past Due:  If the logged in user has open tasks that are past due, based on the task’s due date, the number of past due tasks will display in red font beneath the “My OPEN Tasks” link.

1. Select the  button to only display tasks with the status(es) selected.  
2. Select the  button to display all tasks no matter its status.

1. In addition to the standard ClickClaims Data Grid functionality, the following is available within the data grid section of the “My Tasks” page:
   1. Select the icon located next to the desired task to view and/or complete it. Once finished, click the button to retain the changes or the  button to exit the task.
      1. Note:  The “Assigned To” user can only modify the task’s “Status” and populate the “Completed Date/Time” field.  
      2. Note:  Only the task’s “Created By” user can modify all the task’s fields.
   2. Hover your mouse over the “Task Detail Abstract” column to display a tooltip of the full text entered within the “Task Detail” field of the desired task.

1. You can quickly identify current, expiring, and past due tasks by the font color shown under the “Due Date” column.
   1. Black font:   The task is current.
   2. Green font:   The task is expiring within the next 2 days.
   3. Red font:  The task has exceeded its due date and is now past due.

“Tasks” Tab within the Claim

The claim’s “Tasks” tab displays all tasks associated with the specific claim across all users.  

1. From within the claim file, click on the “Tasks” tab.
2. The tasks displayed within this data grid page can be filtered by selecting/deselecting the checkboxes next to the applicable task status within the “Status” section.   

1. Select the  button to only display tasks with the status(es) selected.  
2. Select the  button to display all tasks no matter its status.

1. In addition to the standard ClickClaims Data Grid functionality, the following is available within the “Tasks” data grid page:
   1. Hover your mouse over the “Task Detail Abstract” column to display a tooltip of the full text entered within the “Task Detail” field of the desired task.

1. You can quickly identify current, expiring, and past due tasks by the font color shown under the “Due Date” column.
   1. Black font:   The task is current.
   2. Green font:   The task is expiring within the next 2 days.
   3. Red font:  The task has exceeded its due date and is now past due.

1. Select the  icon located next to the desired task to view, modify and/or complete it.  
   1. Note:  The “Assigned To” user can only modify the task’s “Status” and populate the “Completed Date/Time” field.  
   2. Note:   Only the task’s “Created By” user can modify all the task’s fields.
   3. Note:  Only the “Assigned To” and the “Created By” users can modify a task within the ClickClaims application.
   4. Note:  When completing a task, if a future date/time is entered within the “Completed Date” field, a validation message will display stating, “Completed Date cannot be in the future.”

1. Once finished, click the button to retain the changes or the  button to exit the task.
   1. Note:  If the task is configured with an “Associated Claim Date”, when that related date is populated within the “Adjuster Actions” section of the claim’s “Dates” tab, the task’s status will be updated to “Completed” and the “Completed Date/Time” field will be populated automatically.  

Task Email Notification Link

As previously stated within this user guide, an email notification can be triggered upon task creation, upon becoming past due, and/or upon task completion.  By default, these email notifications contain the claim link which, when selected, will open the ClickClaims application to the claim’s “Tasks” tab.

1. From within the email notification, click on the “CMS Link” hyperlink.
   1. Note:   The “CMS Link” hyperlink is available within the Created, Past Due and Completed task email notifications.

1. Your default browser will open the ClickClaims application to the claim’s “Tasks” tab.
   1. Note:  If your account is not currently signed into ClickClaims, your default browser will open to the ClickClaims “Log In” page where you will be required to enter your credentials before being advanced to the claim’s “Tasks” tab.
      1. If you do not have an active ClickClaims user account, you will not be able to access the task within the application. 
   2. Note:  Only users who would normally be able to view the claim will be able to access it from the email notification link.  

Search Claim Tasks Reporting

Users associated with the “Owner”, “Administrator” and/or “Claims Supervisor” user role(s) have access to the “Claim Task Report”, allowing them to view and manage all claim tasks at the site level.

1. The “Claim Task Report” data grid page will display all tasks matching the parameters designated on the previous page.
   1. Note:  The page employs the standard Data Grid functionality available throughout the ClickClaims application.

Manage Task Library

Users associated to roles with claim access now can create and manage their own library of claim task templates from the new “Claim Task Library Manager Grid” page.  Once created, the user can employ the desired template when creating a new task from the claim’s “Tasks” tab to automatically populate the task’s fields, providing them with an efficient means of creating the tasks they create routinely.  

• Select to modify an existing template or  to delete it.

1. Populate the required and desired fields on the “Claim Task Library Manager” page.

• Task Name: Name of the task template that will display in the  field’s drop-list when creating a new task record from the claim’s “Tasks” tab.
• Task Detail:  Default text to support or describe the action required by the user who is assigned to complete the task.
• Associated Claim Date: If completion of this task is dependent upon the population of an eligible claim date field, select the default date from this field’s and when the equivalent date field is populated on the claim, the task will be completed automatically.  
• Assign Task To:  If desired, select the role of the claim’s stakeholder who will be responsible for completing this task.  Leave blank if not applicable at the template level.  If preferred, this can be populated manually during the creation of the claim task.
• Default # of Days Due:  Will default the task’s “# of Days Due” field to determine the task’s due date. 
• Priority:  Defaults the task’s level of importance.
• Active:  To make this template available in the new task record’s “Load from Library” field, it must be active.  If not, the template will remain in the creator’s library, but will not be available for use.
• Available to all users (Global)?:  Users associated to the “Owner” and/or “Administrator” user role(s) can check this checkbox in order to allow other users to utilize this template from their “Load from Library” field’s drop-list when creating a new, manual claim task.  For all other roles, this field will be disabled.
• Notify Assigned To User:  Defaults whether the user assigned to the task receives an auto generated email upon creation of the task, when it’s completed and/or when it becomes past due.
• Notify Monitor:  Defaults whether the task’s creator (the user who created the task on the claim) receives an auto generated email upon creation of the task, when it’s completed and/or when it becomes past due.
• Notify Other User(s):  Select one or more active user accounts from the “User(s)/Email(s)” drop-list and/or manually enter the email address(es) within the “Additional Email(s)” for any other individual(s) who should receive an email notification when the task is created, completed, and/or past due.

1. Once all required and desired fields are populated, click  to retain this task in the creator’s library.  

• Click  to start a new task template from this page.
• Click  to permanently remove this template from your library.

1. If this template has already been used to create a claim task, it can no longer be deleted.   The user can uncheck “Active” to prevent it from showing in the “Load from Library” field’s drop-list in the future or the user can opt to modify it instead.  Modifying the template will only impact new tasks created from this template and will not modify existing task records.

• Click  to return to the “Claim Task Library Manager Grid” page.

Note:  Though the template selected will autofill the new claim task record’s fields, the fields can be overwritten at task creation.

Note:  Refer to the “Manage Claims” section of the Release Notes for details on using task templates.

Optional Task Settings

1. Automatically Close Claim Tasks Upon File Closure
   1. Will automatically update all the claim’s open Tasks (Tasks in the “Not Started” or “In Progress” status) to the “Incomplete – File Closed” status when the claim file itself is closed.  If enabled:
      1. Upon closure, the claim will be sent to a queue were approximately every 15 minutes, a process will run to update the status of all of the claim’s open tasks (“Not Started”/“In Progress”) to “Incomplete – File Closed”.  

1. If the task is not in either of these open statuses, the task’s status will not be modified. 
2. Please allow approximately 15 minutes after closing the claim for the claim’s open tasks to be processed via the queue and updated to the “Incomplete – File Closed” status, as applicable.

Note:  The definition of a “Closed” claim will depend on the configuration of your company’s ClickClaims site. It could be configured to consider a claim closed based on the “File Closed” file status or based on the “Closed” date field.

Note:  The “Automatically Close Claim Tasks Upon File Closure” site setting is disabled by default.  Site administrators can refer to the “Application Settings” section below for details about managing this site setting.

1. The task’s creator, and users who are associated to the “Owner” or “Administrator” user role, can opt to override this setting at the task level by checking “Override Automatic Task Update at File Closure” within the task record of the claim’s “Tasks” tab or from the “My Tasks” page.   
   1. From the claim’s “Tasks” tab, select the button to create a new task or  to view/edit an existing task record.
   2. If the “Automatically Close Claim Tasks Upon File Closure” site setting is enabled, the “Override Automatic Task Update at File Closure” checkbox will display within the “Status Details” section of the task record.

1. The checkbox will not display if this site setting is not enabled on your company’s ClickClaims site.
2. If the task was not created by the logged in user, or if the logged in user is not associated to the “Owner” or “Administrator” user role, this field will be read-only and cannot be modified by the logged in user.
3. Mouse over the icon located next to this checkbox to display a tooltip stating, “Checking this box will prevent the task’s status from automatically updating to “Incomplete – File Closed” when the file is closed.”

1. Select the checkbox to ensure that, upon claim closure, the task will remain in its current, open status (“Not Started” or “In Progress”) as opposed to updating to the “Incomplete – File Closed” status. 
   1. Tasks in any other status at claim closure will not be updated no matter the flag setting.
2. Do not select the checkbox if the task should be automatically updated to “Incomplete – File Closed” if it is still open when the claim is closed.

Note:  This checkbox is only available from the claim’s “Tasks” tab and cannot be preconfigured at the task template level via the “Automated Claim Tasks” or “Claim Task Library Manager Grid” pages. 

Note:  The definition of a “Closed” claim will depend on the configuration of your company’s ClickClaims site. It could be configured to consider a claim closed based on the “File Closed” file status or based on the “Closed” date field.

Note:  The “Automatically Close Claim Tasks Upon File Closure” site setting is disabled by default.  Site administrators can refer to the “Application Settings” page, accessed from “Tools”, for details about managing this site setting.

1. Automatically Reassign Claim Tasks
   1. Will automatically reassign a claim’s open tasks from the prior stakeholder(s) to the new stakeholder(s).  If enabled:
      1. When the claim’s Adjuster, Adjuster 2, Adjuster 3, Client Examiner, Company Examiner, file Reviewer, and/or Team Lead is reassigned via the field’s drop-list or the  icon (Reassign Claim/Reopen Claim) from the claim’s “Summary” tab or via the “Reassign Claims”/“Reopen Claims” batch module, the claim will be added to a queue.
      2. A scheduled task will run approximately every 15 minutes to process the open tasks associated to claim’s reassigned stakeholder.
      3. Open tasks (both automated AND manual) assigned to the previous stakeholder will be updated to the status of “Reassigned”.
         1. “Open” tasks are defined as those in the “Not Started” or “In Progress” status.
         2. If the automated or manual claim task is in any other status, it will not be updated upon reassignment of the applicable stakeholder.
      4. A new, duplicate task will be created from the original and assigned to the new stakeholder with a status of “Not Started”.
      5. A claim activity note will be created on the claim’s “Notes” tab (within the “Company User” note type and “Activity” note sub-type) reflecting the task’s reassignment from the prior stakeholder to the new stakeholder.

Note: “Adjuster 2” and “Adjuster 3” available only when the Multiple Adjuster feature is enabled. 

Note:  Please allow approximately 15 minutes after the reassignment of the stakeholder for their open tasks on the claim to be processed via the queue and reassigned.

Note:  The “Automatically Reassign Claim Tasks” site setting is disabled by default.   Site administrators can refer to the “Automatically Reassign Claim Tasks” site setting, accessed from “Application Settings”, for details regarding the functionality.