Setting up a new policy
Note: To manage policies your Role must have the Access users and organization settings permission enabled. To change your Role or update your Role’s permissions contact your Aclaimant customer success manager or email email@example.com.
Step 1. Navigate to Settings, then Policies, then use the “New policy” button.
Step 2. Enter the policy Carrier, number, and at least one period with an Effective date and a line of coverage type.
Step 3. Select “Create policy”. The new policy will be available for selection when creating or editing a claim.