Customize your claim information template

In the Claim tab of Claim Settings, you can specify which claim information fields appear when a user creates a new claim. You can also determine which fields are required.

  1. Click Admin in the left-hand navigation.
  2. Select Claim Settings.
  3. Click the Claim tab.
  4. Scroll down to the Claim Information Template section. The section contains the names of claim information fields as well as Hide, Show, and Required columns.
  5. Select an option for each claim information field:
    • If you don't want a field to appear, select the Hide option.
    • If you want a field to appear, but don't want it to be required, select the Show option.
    • If you want a field to appear and be required, select the Required option.
  6. Click Save at the bottom of the section.
  7. Click Publish at the bottom of the page to apply your selections to new claims.
Claims created before you click Publish won't have your changes.

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