Automating Claims Letters

Note: Prior to using this functionality, Form Triggers and Forms must be created / configured at the implementation level. Additionally, automated task can be created through implementation specific ode.

 

Tasks can now be linked to specific forms. When a task is created for a form, the task will have an Add Form toolbar option within the task that the user can select and be taken directly to the claim / claimant / feature / transaction for the task. The Forms Tab is then loaded automatically with the Add Manual Form screen also loaded and the form highlighted in the list. As soon as the form is added, the task is automatically deleted and the user is taken back to the Task List.

Basic Workflow