How To Create A Custom Loss Type In CleanClaims

• Related Articles

• Create a Custom Report Template in Clean Claims

  1. Navigate to https://app.cleanclaims.com/ 2. Click Admin 3. Click Project Configuration 4. Click Report Template Tip! You can modify existing templates or create new templates from this screen 5. Click Create Template 6. Select which field you want ...

• Project Settings Overview

  <br> Setting Up Project Settings in Clean Claims 1. Access Project Settings Navigate to Admin > Project Configurations > Project Settings. This is where you will configure all project-related settings. 2. Select Project Designation and ...

• Video Walk through of the Scoping Section of Clean Claims

  <br> Guide to Using the Scoping Section in CleanClaims 1. Accessing CleanClaims 0:00 Go to app.cleanclaims.com on your desktop, iTab, or mobile phone (desktop recommended for larger screen). Log into your profile. 2. Navigating to Scoping Setup ...

• Validate field values

  There are often times when it’s necessary to validate the data entered by a signer to ensure it matches a specific format. This can include phone numbers, email addresses, passport details, identification numbers, and more. Clean Claims Sign provides ...

• How to Add Project Task or Create Project Task Templates