Create a Project In Clean Claims

Create a Project In Clean Claims

This article will walk you through the required steps to Create a New Project




    • Related Articles

    • Clean Claims Version 3 Video and Step-By-Step Guides

      Welcome to V3 of Clean Claims. Below you will find step-by-step guides to help you navigate the update. All of these guides will be added to our Knowledge base in the upcoming weeks, with more training to come. New Clean Claims V3 Video Guide - Admin ...

    • Getting Started with Clean Claims Document Signing Tool

      Managing, signing, and migrating documents just got easier. With Clean Claims' new document tool, you can streamline your workflow and save time on every project. To help you get the most out of these new features, here are some helpful resources to ...

    • How to sign a document in the"Sales Call" in Clean Claims - Mobile

      1. Navigate to the Legal Review in the Sales Call Set up in Clean Claims, scroll down 2. To see your available documents, or to activate a document on this project, Click Manage Documents 3. From here, you can see all associated documents for the ...

    • Using Clean Claims in Offline Mode

      Clean Claims offers an "Offline" Mode, where if you're not able to connect to the internet, you can still access and manage your projects. To ensure you have access to the project prior to not having internet you will need to open the project from ...

    • Clean Claims - v2 Release - Getting Started

      We are excited to announce the upcoming Version 2 (v2.0) release of Clean Claims, scheduled for October 21, 2024. The new version introduces enhanced features and integrations that will streamline your workflows. What's New in Version 2? Magicplan ...