How to add/change custom action Claim Button in Client window – for all claim types

Standard Button Set

To add programmable buttons to the toolbar follow the instruction below.

Open Config Screen

1: Press Admin from the menu.

2: Select Config from the drop down menu – The Config Window will open.

Open the Claim Buttons Window

1: Select the Claims Button tab – The Claim Buttons Window will open.

Name the Button and attach an action type

1: Click on the line to add.

2: Click edit – a pop out will appear.

1: Type the Name required for this button.

2: Click … to select the function of this button – the action library will open.

Select the Function

1: Choose a function for the button.

2: Click OK – the window will close.

Button Add Complete

1: Clicking the new button will perform the action that was assigned to it.