| The ClickClaims Basic Level Session 1 Video Training Course provides a complete introduction to the foundational features and functionality of Click Claims. Aimed at new users and support staff, Session 1 walks through the essential tools needed to navigate, customize, and perform basic operations within the platform. From signing in for the first time to using the dashboard, managing claims, and interacting with data grids, this session equips users with the skills needed to begin working confidently in Click Claims. The course also introduces key workflows such as creating new claims, assigning users or vendors, reopening claims, and using batch processing tools. Additional topics include navigating the interface, using Quick Search, customizing widgets, and managing your profile settings. Several tutorials in this session also serve as cross-training for related courses like Tasks and Document Assignments. |
- Video 1: Basic Level Training Course Introduction - This video provides an introduction to the "Basic Level" training course.
- Video 2: Signing Into ClickClaims for the First Time Sign-On Video Tutorial - This video covers how a new user accesses ClickClaims for the first time and configures their personal password.
- Video 3: Forgot Username or Password Video Tutorial - This video reviews how to retrieve your username or reset your password from the "Log In" page of ClickClaims.
- Video 4: Page Header Video Tutorial - This video is an overview of the blue page header accessible from anywhere in ClickClaims.
- Video 5: Edit Profile Video Tutorial - This view discusses the "Edit Profile page accessed from the "Edit Profile" link found within the ClickClaims page header.
- Video 6: Quick Search Bar Video Tutorial - This video is an overview of how to utilize the QuickSearch bar in ClickClaims to quickly locate claims no matter where you are in the application.
- Video 7: Menu Bar (Main Navigation) Video Tutorial - This video discusses the Menu Bar which is always accessible no matter where you are in ClickClaims.
- Video 8: Introduction to the Dashboard Video Tutorial - This video contains a brief overview of the entire ClickClaims Dashboard.
- Video 9: Dashboard Filters Video Tutorial - This video tutorial reviews the functionality found within the "Filters" panel of the ClickClaims Dashboard.
- Video 10: Dashboard Widgets Video Tutorial - This video tutorial reviews the robust functionality available using the Dashboard Widgets in ClickClaims.
- Video 11: Dashboard - My Open Tasks Video Tutorial - This video tutorial discusses how to access and manage assigned tasks across all claims via the "My Tasks" page which is accessible from the "My Tasks" link located on the Dashboard. This tutorial is also part of the "Tasks" video training course.
- Video 12: Dashboard - My New Documents Video Tutorial - This video tutorial covers the "My New Documents" link available from the ClickClaims Dashboard and the "My Documents" data grid page. This tutorial is also part of the "Document Assignments" video training course.
- Video 13: Adding New Claims (Single/Batch) Video Tutorial - This video tutorial reviews the process for manually creating a claim in ClickClaims using the "Add New - Single" or "Add New - Batch" option accessed from the "Claims" menu bar button.
- Video 14: Assigning Users to a Claim (Single/Batch) Video Tutorial - This video steps you through using the "Assign Users" functionality in ClickClaims, which uses our batching capabilities, to assign claim stakeholders to one or more claims at once.
- Video 15: Reassigning Claims (Single/Batch) Video Tutorial - This video reviews how to reassign stakeholders on one or more claims using the batching capabilities of ClickClaims.
- Video 16: Reopening Claims (Single/Batch) Video Tutorial - This video discusses how to reopen one or more claims using the batching capabilities of ClickClaims.
- Video 17: Assigning Vendors to a Claim Video Tutorial - In this video, you'll learn how to batch-assign vendors in ClickClaims using the "Pending Adjuster Assignment" widget and the "Assign Vendors" batching functionality.
- Video 18: Working with Data Grids Video Tutorial - This video tutorial discusses the Data Grid pages found throughout the ClickClaims application and the typical functionality available.