How to edit claim ISO number?
Proceed to Setting > Claim > ISO No Insert General, Medical and Mileage numbers in the provided fields Provide remarks if needed Click Save to update the ISO number
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Knowledge Base
How to add, update or delete medical limit?
To add new position medical limit? Proceed to Setting > Claim > Medical Limit Insert new position mc limit details and provide remarks if needed. Click Add, and the new medical limit will be added to the list To update or delete position medical limit Proceed to Setting > Claim > Medical Limit Select position
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How to add, update or delete mileage rate?
To add new vehicle mileage rate Proceed to Setting > Claim > Mileage Rate Insert new vehicle type details and provide remarks if needed Click Add, and the new vehicle will be added to the vehicle list To update or delete vehicle mileage rate Proceed to Setting > Claim > Mileage Rate Select vehicle to
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How to set last date of claim?
Proceed to Setting > Claim > Last Claim Insert last date of claim and the start date will be automatically be a day after the last date of claim Click Add, and the new vehicle will be added to the vehicle list
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How to add, update or delete APD template?
To add new status Proceed to Setting > KPI > APD Template Insert new APD template details and provide remarks if needed Click Add, and the new template will be added to the APD template list To update or delete status Proceed to Setting > KPI > APD Template Select template to be updated or
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How to add, update or delete section?
To add new section Proceed to Setting > Documentation > Section Insert new section details and provide remarks if needed Click Add, and the new section will added to the section list To update or delete section Proceed to Setting > Documentation > Section Select section to be updated or deleted Click Update to modify
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How to add, update or delete location?
To add new location Proceed to Setting > Documentation > Location Insert new location details and provide remarks if needed. Click Add, and the new location will be added to the location list To update or delete location Proceed to Setting > Documentation > Location Select location to be updated or deleted Click Update to
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How to add, update or delete type?
To add new type Proceed to Setting > Documentation > Type Insert new type details and provide remarks if needed. Click Add, and the new type will be added to the type list To update or delete type Proceed to Setting > Documentation > Type Select type to be updated or deleted Click Update to
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How to add, update or delete company?
To add new company Proceed to Setting > Compliance & Docs > Agency Insert new company details and provide remarks if needed Click Add, and the new company will be added to the company list To update or delete company Proceed to Setting > Compliance & Docs > Agency Select company to be updated or
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How to add, update or delete status?
To add new status Proceed to Setting > Compliance & Docs > Status Insert new license status details and provide remarks if needed Click Add, and the new status will be added to the status list To update or delete status Proceed to Setting > Compliance & Docs > Status Select status to be updated
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