Create a Handling Office

Creating a New Handling Office

The following steps are required to create a new handling office:

1. From the Handling Offices tab select New.




2. Enter the details of the handling office including the Company Name, Branch/Division, Telephone, Email and Postal Address.
3. Click Submit.

To add a new claim handler to the handling office;

1. Select the Claim Handlers tab, then click Add New Record.




2. Enter details of claim handler then click Insert to save.




3. You should now see an overview of the details entered under the Claim Handlers tab.

To add network details to the handling office;

1. Select the Network Details tab and enter the relevent information.
2. To add other fees, click Add New Record under the Other Fee Rates section.




3. Click Insert to save the fee data.




4. The data will now show in the Other Fee Rates table. Click Submit to save all entered informtion.

Editing an Existing Handling Office

The following steps are required to edit an existing Handling Office:

1. Navigate to the Handling Offices tab and click Edit adjacent to the handling office you would like to modify.




2. In the Company Details and the Network Details tab, modify the business, address, and other information then click Submit.

To update a claim handler;

1. From the Claim Handlers tab, click Edit adjacent to the entry you wish to edit.




2. Change necessary details.
3. Click Update to save changes.

Viewing an Existing Handling Office

To view an existing handeling office's details:

1. Navigate to the Handling Offices tab and click > adjacent to the entry you would like to view.




2. Navigate between the Contact Information, Address Information and Claim Handlers tab to see the relevant information.

Article ID: 21, Created On: 1/6/2011, Modified: 3/22/2011