Adding a new claim through the workflow dashboard

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 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 systems that you can duplicate. If there is a suitable claim, see Duplicating a claim 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. Click the  button

    This displays the Add Claim form

  3. Using the drop-down menu, select the client for whom you are making the claim

  4. Click the  button

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

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 basic 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 Claims window for more information.


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