The collect stage is generally referred to as “intake”. This is where the case is created and information is collected from the claimant in order to complete all the details that are necessary to investigate the claim. Rules are evaluated as the user navigates through the collection process so that content is based on the context of the case. This is invisible to the user and developed in such a way that the user need not understand the underlying rules or have detailed knowledge of the claims process.

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Start_New_Claim Start_New_Claim

Start New Claim

To begin the claim process, select New > Claim from the button in the upper-left corner of the screen.

Select Accountholder

QFD offers several options for searching for an accountholder. Those options may be limited by your specific configuration.

1. Select a search option
2. Provide the requested details
3. Click the “Search” button

1. Select a customer from the list of search results
2. Click Continue

Select Account

Once a customer has been identified, a list of eligible accounts are displayed.

1. Select an account from the list
2. Click Continue