How to Copy Actions and Documents from one Claim Type to Another

Create the New Claim Type

Create the New Claim Type

1: Click Admin from the menu.

2: Select Claim Types from the drop down list.

Create a New Claim Type

Create a New Claim Type

1: Click New – the New Claim Type window will open.

1: Give the Claim Type a name.

2: Choose a default Status.

3: Click OK to save the data and close the window.

Open the Questionnaire Utility

Open the Questionnaire Utility

1: Click Admin from the menu.

2: Select Tools –> Questionnaire Utility from the drop down list – the Questionnaire Utility will open.

Select which Actions and Documents to Export

Select which Actions and Documents to Export

1: Select the Claim Type to copy the Actions and Documents FROM.

2: Click Export – the Microsoft Windows Explorer navigator will open.

Give the export a file name

Give the export a file name

1: Give the file a name.

2: Click Save – the Export will take place.

1: Click OK to clear the message.

Select the Claim Type to copy the Actions and Documents to

Select the Claim Type to copy the Actions and Documents to

1: Select the new Claim Type to copy the Questions to.

2: Type a Root Directory description for the Actions and Documents to be copied to.

— Note: Actions and Documents set to “All Claim Types” will not be copied.

3: Click Import – the Microsoft Windows Explorer navigator will open.

1: Check you have selected the correct Claim Type and then click Yes to continue or No to abort.

Select the correct file

Select the correct file

1: Select the required file.

2: Click Open to begin the Import.

Click OK to clear the message – the Actions and Documents are now imported into the selected Root Directory.

Introduced in version number 2015.4.16.1398