How to create/change a details Questionnaire for a claim type

What is a Details Questionnaire?

What is a Details Questionnaire?

The details questionnaire is attached to a claim, dependent on a claim type, and actioned by:

1: Clicking Questionnaire.

Followed by

2: Details.

Adding to or Changing the Details Questionnaire

Adding to or Changing the Details Questionnaire

1: Click Admin from the menu.

2: Click Claim Types from the drop down menu – the Claim Types window will open.

Select Claim Type

Select Claim Type

1: Select Claim Type.

2: Click Edit – the Edit Claim Type window will open.

Open Questionnaire Details Window

Open Questionnaire Details Window

1: Select Q’naireDetails from the menu – the Questionnaire Details window will open.

Add/Change Questions

Add/Change Questions

1: Type required Questions.

There are 30 fields. – Default Answers can be added – See here for details.

Save Questions

Save Questions

1: Click OK to Save changes.

or

2: Click Cancel to ABORT Changes.