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Claim Status Types in Settings & Companies

Overview:

Status Types are used to track the status of the claim and can be used in conjunction with Alerts to notify users of certain instances within a claim. 

Status Types can be created in Settings and in Client Companies.  Status Types created in Settings will apply to all Client Companies; Status Types created in Companies will be specific to the Client they are set up for.

Table of Contents:

I. Creating Status Types in Settings

II. Creating Custom Status Types for Client Companies

I. Creating Status Types in Settings:

FileTrac will set up a few standard status types.  You can edit or delete these if they are not needed.  If you are using XactAnalysis, you will want to match the Status Types with those in XactAnalysis. 

1. Click on Settings to go to the Settings page

2. Click on Claim Status Type to jump to that section

3. Mark the box Add New Status

4. Type the name of the Status in the field

5. Type in the number of days that this status is due

6. Select if the due date is determined by the Received Date, Current Date, or Date of Loss

7. Click Save Status Changes

8. Put the Status Types in Order

9. Mark the first Status that you are tracking as 1st

10. Mark Unassigned for any status types that apply to claims that do not have an adjuster assigned

11. Click Save Status Changes

**IMPORTANT Note: Editing an existing status, will affect claims currently set to that status.

II. Creating Custom Status Types for Client Companies:

When a client has its own set of Status Types and timeframes, you will want to create Custom Status Types for that Client Company.  See below:

1. Click on Companies

2. Click on the Company Name that you would like to create a custom status for.

3. Scroll down to Claim Status Type and click the radio button for Custom

4. Click Save Company

5. Scroll back down to the Claim Status Type again and click on Company Status List

6. Mark the box Add New Status

7. Type the name of the Status in the field

8. Type in the number of days that this status is due

9. Select if the due date is determined by the Received Date, Current Date, or Date of Loss

10. Click Save Status Changes

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11. Put the Status Types in Order

12. Mark the first Status that you are tracking as 1st

13. Mark Unassigned for any status types that apply to claims that do not have an adjuster assigned

14. Click Save Status Changes

**IMPORTANT Note: Editing an existing status, will affect claims currently set to that status.

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