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 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.

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.

• Related Articles

• 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 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 ...

• 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 user

  To add a new user account, you must: Be logged into the WhisperClaims system as a user with Administrator ("admin") access. Know the full name and email of the new user. Decide the level of access the user can have initially (that is, which clients ...

• Adding a new client

  To add a new client, you must be logged into the WhisperClaims system Click thelink (top row of the WhisperClaims window) You are shown a list of all clients whose accounts you can access Click the button This displays the Add Client form Start ...