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  1. Click ‘Add’ on the left side of the screen.

    1. A new Process window will appear

  2. In the Subject field, enter a description of the claim

    1. You can enter Claim 1, Claim 2 etc. or you may be specific in your description.

  3. Choose the appropriate Process from the drop-down list.

  4. Click ‘Save’

    1. The new claim now appears in the list of claims on the left side of the screen.

Updating the Status of a Claim on the Claims/Process Tab, Adding an Auto-Fill Process to the Claims/Process Tab

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