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 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.

Before adding a new claim for a client, you might want to review all existing claims for the client to see if there is a suitable claim already in the WhisperClaims system that you can duplicate. If there is a suitable claim, see Duplicating a client for how to do this.

If there is no suitable claim you can duplicate, you can add a new claim. To do this:

1. Click the  link (top row of the WhisperClaims window)

2. Select the appropriate client from the list by clicking on their name
   See Accessing clients for more about finding the correct client

3. Click the  button

   This displays a series of forms and questions that let you prepare the Client’s claim
   See Working through a claim for more about completing the claim

As soon as you have started adding the claim it will appear in the list of claims allocated to you – even if you do not answer any of the questions relating to the claim. This means that you can stop working on a claim at any point and return to the claim later.

To make it easier to return to the claim at a later time, you are advised to immediately enter, as a minimum, the Start and End dates for the claim.

Once you have answered the 'Qualification Checks' questions in the question set, you can also add a collaborator who can work with you on the claim. See Adding a collaborator through the Workflow dashboard for more information.

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