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 thelink (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.

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.