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E-Mailing Claims and Documents


myEZClaim allows you to e-mail claims at anytime. You can send e-mails with high or low importance, add supporting documentation to the e-mail, and even zip the attachments.
1. Open the claim you want to e-mail. The Claim Properties window opens.
2. Click the EMAIL button. The Email Message dialog box opens.

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3. You can type the e-mail addresses in the To, CC:, and BCC boxes or click the Recipients button. The Recipients dialog box opens. This dialog box has a listing of all email addresses entered as Recipients. (See "Working with E-mail Recipients" for more information.

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4. Click the appropriate check boxes for the people you want to send the e-mail to. If you accidently select the wrong e-mail address, just click the box to remove the check mark.
5. Click the Save button to return to the Email Message dialog box.
6. Enter a subject in the Subject field.
7. To send this e-mail with high importance, click the exclamation mark button.
8. To send the e-mail with a low importance, click the down arrow button.
9. To request a delivery receipt, click the mail button.
10. Click the Flag button to flag the e-mail as a reply, forward, etc. The Message Flags dialog box opens. Select the appropriate flag and then click Save to return to the e-mail.

NOTE: If you are not certain as to what a button is for, just move the mouse pointer over the button. A ToolTip will be displayed with a description of the button.

11. Click the box next to Attach Claim if you want to e-mail the claim.
12. Click the box next to Attach Claim Documents to e-mail the documents within the claim.
13. Click the box next to Zip Attachments to have the attachments e-mailed in a zipped format. Some companies have size limits for e-mails. Zipping the attachments may be the only way around this size limitation.
14. To add additional documents, click the paper clip button. The File Attachments dialog box opens. Click the Browse button to locate the file. Once the file is located, select it and then click the Open button. Click the Attach button to attach the file and then click the Save button to return to the e-mail.
15. Enter a note for the e-mail in the big box below the attachments.
16. Click the Send button to send the e-mail.

www.myEZClaim.com
a TranSolutions, Inc. company
22015 N. Calle Royale
Scottsdale. AZ 85255
Voice: (480) 473-2453
Fax: (480) 473-2424
sales@transolutionsinc.com
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