Duplicating a claim

Duplicating a claim

If you know that you have an existing claim for a client that you can use as the basis for a new claim, you can duplicate the existing claim and change details as required in the new claim.

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

  • The user to which the client is allocated, or

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

If you need to duplicate 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.

To duplicate a claim:

  1. Locate the claim you want to duplicate, either through the  link or the client view

  2. Click the  button (right-hand side of row)

  3. Click the  button

  4. Once the claim has been duplicated you see the  message

    The duplicated claim appears in a new row at the bottom of the list of claims. Note that regardless of whether the claim you duplicated has a Claim Period specified, the duplicated claim does not have a Claim Period

  5. Click the  button

    You can now specify the Start date for the claim and go through the claim form to change the existing answers as appropriate
    See Working through a claim for more about completing the claim form

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