Accessing a claim through the workflow dashboard

To access a claim, you must be logged into the WhisperClaims system using either:

• The user account to which the client is allocated, or

• An account that has access to view All clients & claims

If you need access to a claim for a Client who is not currently allocated to you, you must ask an administrator to either reallocate the client to you or to give your user account All clients & claims access.

Once you have logged into your account, click the  link (top row of the WhisperClaims window). You are shown a list of all client accounts you can access.

There are two ways to locate a claim:

• Use the Search box to specify the name of the client
  When you start typing the client’s name in the Search box, the system filters the claims to list only the clients that match what you have typed

• Use filters to reduce the number of claims to search through. You can use the drop-down menus to filter on:

  • The user the claim is allocated to

  • The status of the claim

To further reduce the number of possible claims to view, you can apply all three types of filter at the same time.

You can also use the  controls (bottom of the WhisperClaims Claims window) to display more of the claims you have access to.

By clicking the 'Workflow' link, you can return to the claims list at any time. 

• Related Articles

• Managing claim workflow and deadlines

  Access the workflow dashboard and view claim deadlines, you must be logged into the WhisperClaims system using either: The user to which the clients are allocated, or An account that has access to view All clients & claims If you need to view claims ...

• Adding a new claim through the workflow dashboard

  To add a new claim, you must be logged into the WhisperClaims system using either: The user account to which the client is allocated, or An account that has access to view All clients & claims If you need to add a claim for a client who is not ...

• Adding a collaborator through the workflow dashboard

  A collaborator is a third-party who you can invite to review and contribute to one or more claims you are making for a client. A collaborator might be, for example, an external contributor, or an employee from the client organisation. Collaborators ...

• Adding a new claim through the client view

  To add a new claim, you must be logged into the WhisperClaims system using either: The user account to which the client is allocated, or An account that has access to view All clients & claims If you need to add a claim for a client who is not ...

• Accessing a claim through the client view

  To access a Claim, you must be logged into the WhisperClaims system using either: The user account to which the client is allocated, or An account that has access to view All clients & claims If you need access to a claim for a Client who is not ...