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Creating a New Claim Office Profile

Use this feature to create a claim office profile. Some fields in the profile may be disabled depending on the insurance company permissions granted to you.

The New Profile Wizard also includes options to copy profile data. When creating a new claim office profile, you have the following options:

Existing claim office for (the same insurance company) - This option copies profile data from another claim office profile of the same insurance company. This option appears only if you already have an existing insurance company claim office profile.
Other existing claim office - This option provides the ability to copy profile data from any existing claim office profile.
Repair facility profile for - This option provides the ability to copy profile data from the specified repair facility profile.
Create a blank profile – This option provides the ability to create a claim office profile without copying profile data from another source. You must enter rates and rules manually.

Note: New insurance company and claim office profiles are automatically created when you accept a new assignments and a corresponding claim office profile does not exist.

To create a claim office profile

Select Configure > Profiles from the menu bar.
Select New Profile from the Search Results toolbar. The Create Profile screen opens.
Enter part of the insurance company name or select it from the Insurance Company droplist.
Enter the office code in the Office Code field. This must be a unique code. The system does not allow duplicate office codes.
Depending on the option you select, additional fields may appear. Make your selections for all appropriate fields on the screen.
Click OK. The Profiles Settings screen opens.
Move through the screens by selecting the links from the left panel, and then entering the appropriate information for each screen.
Select Save or Save and Close from the toolbar.

Overview

Profiles

Screen Description

New Profile Screen