💡: To manage policies your Roles 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 firstname.lastname@example.org.
Setting up a new policy:
- Navigate to Settings, then Policies, then use the New policy button.
- Enter the Carrier, Policy number, and under the Periods section, at least one Effective date and Coverage type.
- Select Create policy. The new policy will be available for selection when creating or editing a claim.