Unlocking a claim

Unlocking a claim

Once you've finalised and/or paid for a claim, you can no longer access the question set. If you find that you need to make changes to the answers after this point, you will need to unlock the claim.

To unlock 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 unlock 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 unlock a claim:

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

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

  3. Click the button

  4. Select the  button from the pop-up menu

Once you've made your changes to the question set, you must finalise the claim again for these changes to be reflected in the reports. You will not be charged again.

    • Related Articles

    • 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 ...

    • Deleting a claim

      You cannot directly delete a claim from the WhisperClaims system but if you want to remove a claim from the list of claims you can access, you can archive the claim. Archiving the claim removes the claim from view but does not remove the claim ...

    • Finalising a claim

      Once you have entered and reviewed all of the claim information, report generation could not be simpler – all you have to do is finalise the Claim, which locks down the answers and enables the WhisperClaims system to accurately produce the report. To ...

    • Reviewing a claim

      When the Review button appears, next to the Back button, you and your client have finished entering all the information for the claim. Clicking the Review button displays a summary of the claim, from which you can double-check that the figures are ...

    • Working through a claim

      WhisperClaims questions change dynamically depending on the information provided. You and your client do not have to answer unnecessary questions, and the system goes into more detail only as and when that is appropriate. Questions are multiple ...