Claims, Create A New Claim
You cannot start a claim until both the policyholder and the policy exist on the system, so although it may seem obvious, you must first ensure these do actually exist. Then to create a new claim starting from the Main Menu… Click the “Claims” Click the “Starburst” button to start a new record Use “Set” drop-down to select the appropriate address set (e.g. Clients, individual) Use the search buttons to find the person’s record Use the “Show address” button to confirm you’ve found the correct person Highlight the relevant policy (i.e. the one to claim on) belonging to that person Click “OK”
See also “Claims, Completing the First Screen” and “Claims, Completing the Additional Details Screen”.