W5 Claim Management

Searching for a Policy Number in W5
Searching for Policy Number Using Basic Searches The Basic Claim Search unfortunately only searches the policy # located on the Name, and not the Policy # ...
Thu, Feb 23, 2017 at 7:13 PM
Finding a List of Open Claims for an Adjuster
Listing the Open Claims for an Adjuster How can I run a list in W5 to show how many open claims there are for an Adjuster? 1.  Click on the...
Thu, Feb 16, 2017 at 7:36 PM
W5 Claim - Adding Documents to a Claim
· Browse a Document from Disk or CD · Creating a New Document Using a W5 Document Template · Scanning a Document from a Local Scanner · Addi...
Tue, Jun 20, 2017 at 11:10 PM
W5 Accounts Receivable Module
  1.  Q&A’s Some questions and where you can find the answers: The Question   Where you will find the answer in this guide How do...
Mon, Dec 19, 2016 at 9:50 PM
The W5 Diary Calendar
· An Introduction to the Diary Calendar · Diary Entries · Tasks · Organizing Diary Entries Using the Diary Navigator · Diary Maintenance ...
Tue, Jul 19, 2016 at 4:56 PM
W5 Document Folders - Creating and Using Document Folders
Document Folders The Document Folders feature provides the ability of organizing and managing large amount of documents for a file. Document Folder Fea...
Sat, Mar 4, 2017 at 8:53 PM
Claim Billing - Producing Invoices
Using the Billing Wizard The Billing Wizard is the primary means of producing an invoice.  Instructions include, Using the Billing Wizard for: ● The ab...
Fri, Jun 9, 2017 at 10:01 AM
W5 Claim - Adding Time and Expense
TABLE OF CONTENTS 1.            ADDING TIME AND EXPENSE GUIDELINES 2.            METHODS FOR ADDING TIME AND EXPENSE 2.1.         Adding T+E When i...
Sun, May 14, 2017 at 7:15 PM