Getting Started

myEZClaim.com Interface

myEZClaim Navigation Bar

Working with the Lists of Businesses

Business Types

Adding a Business Record

Editing an Existing Address Record

Deleting an Address Record

Working with the Lists of Reasons

Lookup Values

Adding a Disposition Code or Release Value Record

Editing an Existing Disposition Code or Release Value Record

Deleting a Disposition Code or Release Value Record

Adding a Liability Limit

Editing a Liability Limit

Deleting a Liability Limit

Adding a Conversion Rate

Editing A Conversion Rate

Working with Products List

Adding a Business Group

Editing a Business Group

Deleting a Business Group

Adding a Product Line

Editing a Product Line

Deleting a Product Line

Adding a Product to the Product List

Editing an Existing Product Record

Deleting a Product Record

Assigning a Custom Claim Number

Working with Users

Creating a User

Assigning Roles and Companies to Users

Editing an Existing User

Deleting an Existing User

Working with Messages

Sending a Message

Reading a Message

Deleting a Message

Working with E-mail Recipients

Adding E-Mail Recipients

Editing E-Mail Recipients

Deleting E-Mail Recipients

Processing Claims

Entering Loss and Damage Claims

Shipping Products Tab

Credit/Debit Tab

Documents Tab

Activities Tab

Diary Tab

Payments Tab

Entering Overcharge Claims

Overcharge Items Tab

Credit/Debit Tab

Documents Tab

Activities Tab

Diary Tab

Payments Tab

Updating Claims

Opening a Claim

Searching for a Claim

Filtering the Claim List

Updating Loss and Damage Claims

Updating Overcharge Claims

Writing-Off Claims

E-Mailing Claims and Documents

Processing Follow-Up Letters

Generating Follow-Up Letters

Regenerating Claim Forms and Letters

Printing Generated Forms and Letters

Working with Reports

Outstanding Reports

Running Outstanding Reports

Detail Reports

Detail Reports - Letters and Forms

Running Detail Reports - Letters

Running Detail Reports - Detail Report of Claims with Diary

Running Detail Reports - Loss &Damage or Overcharge Claim Form

Running Detail Reports - Write-Off Form

Detail Reports - Management Reports

Running Detail Reports- Management Reports

Graphs Reports

Running Graph - Carriers Reports

Running Bar Graph - Claim Loss Reports

Running Pie Chart - Claims Filed

Addresses Reports

Running Addresses Reports

Lookup Reports

Running Lookup Reports

Index