How to Set Up an Action to Print Documents

Open the Action Library

1: Click Admin in the menu.

2: Select Action Library from the drop down list – the Action Library will open.

Select the Required Action

1: Select the required action.

2: Click Edit – the Action Library window will open.

OR Create a new action.

Add Documents

1: Click the Documents tab – the Document list will open.

2: Click New – the Document to Run window will open.

Choose the Document, Which Claim to Apply it to and Under What Circumstances

1: Select the required document from the drop down list.

2: Select which claim the document should run on. See below for available options.

3: Tick the Auto Print checkbox if the document should be sent directly to the default printer. If the checkbox is not ticked, the document will be created in a Microsoft Word document for editing and manual printing.

4: Select whether this document should run for all statuses or whether it should be status specific.

5: Click OK to save and close the window.

Available Options

When a template is applied to the client, there is no option to run it dependent on a claim status.\
A specific claim type action cannot run other claim type documents. See the next step for override options.\
A claim document cannot be run against a client. See the next step for override options.