Working with E-mail Recipients

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When you first setup myEZClaim.com, you will need to create e-mail recipient records for people who you will be e-mailing claims and documents. With myEZClaim you have the ability to e-mail claims and documents to multiple recipients. (See "E-Mailing Claims and Documents" for more information.)

Adding E-Mail Recipients

The e-mail recipients list is an e-mail address book of people who you will be e-mailing claims and documents. E-mail recipients can be added at any time.

1. Click the My Account button. The My Account page opens.\

2. Click the Recipients shortcut button. The Email Recipients page opens.

3. Click the Add Recipient button. The New Email Recipient dialog box opens.

Click the image above to view full-size

4. In the Name box, enter the name of the e-mail recipient.

5. In the email box, enter the e-mail address of the recipient.

6. Click the Save button. Click the Close button if you do not want to save this new record. Either way, you are returned to the Email Recipients page. If you saved the new record, it is displayed in the list.

Editing E-Mail Recipients

You can edit an existing e-mail recipient record at any time. The process of editing an existing record is similar to that of creating a new record.

1. Click the My Account button. The My Account page opens.\

2. Click the Recipients shortcut button. The Email Recipients page opens.

3. Select the recipient you want to edit. The recipient dialog box opens.

4. Make the necessary changes.

5. Click the Save button. Click the Close button if you do not want to save this new record. Either way, you are returned to the Email Recipients page. If you saved the new record, it is displayed in the list.

Deleting E-Mail Recipients

You should use caution when deleting an e-mail recipient record; once it is deleted it cannot be recovered.

1. Click the My Account button. The My Account page opens.\

2. Click the Recipients shortcut button. The Email Recipients page opens.

3. Select the recipient you want to delete. The recipient dialog box opens.

4. Click the Delete button. A message is displayed asking "Are you sure you want to do this?" Click OK to delete the recipient, click Cancel to leave the record and return to the listing window. If you click OK, the record is deleted.