Once a claim smart form has been received, it will need to be assigned to a user for processing. This can be done both individually and in bulk.
Bulk:
To assign claims in bulk, users will first need to find the claims they wish to assign. From the claims search, use the following filters: Receive Through Smart Form Inbox, Claim Status - Claim Form Received, Assigned To - Nobody.
This will give users a list of received claims from the smart form inbox, with nobody assigned. This list can be filtered further down by using the other claim filters.
Once a user has the found set to be assigned to a particular user, the checkboxes can be selected to assign a sub-set of these records, or leave the checkbox blank to assign all. Click Actions - Bulk Assign from the top right hand side of the table.
Select a user to assign the claims to, and click submit. These claimsw ill now be assigned to that user.
Individual:
To assign a claim to a user individually, go to the claim record. On this screen there will be an Assign To button here, this will allow users to assign this particular claim to a user.
