Add a claims adjuster

A claims adjuster is an individual or organization that investigates a claim. A claims adjuster can access only the Claims module within BriteCore. You can add a claims adjuster in the Contacts and Claims modules. To add a claims adjuster in the Claims module, see Adding an Adjuster.

To add a claims adjuster, open the desired contact and:

  1. In the Role section, select Add a Role to open the Role dialog box.
  2. In the Role dropdown list, select Claims Adjuster.
  3. Select Done to close the dialog box and return to the Role section.
  4. Select Save beneath the Role dropdown list. A Save Completed pop-up window will open.
  5. In the Username box, type the username for the contact in the Claims Adjuster role. This is a required field.
  6. In the Email Confirmation To box, type the claims adjuster’s email address.
  7. In the Password box, type the password that will be used with the username to log in. This is a required field.
  8. In the Retype Password box, retype the password to confirm the password is entered correctly. This is a required field. If the passwords don’t match, a Warning pop-up window will open. Select OK or X to close the window.
  9. In the Permission Level dropdown list, select the level of permission for the claims adjuster. See Role Permissions for more information.
  10. In the Default State dropdown list, select the state where the claims adjuster works. This is a required field.
  11. In the Timezone dropdown list, select the time zone where the claims adjuster works. This is a required field.
  12. In the Zendesk Email box, type the email address the claims adjuster will associate with the Zendesk account. See Zendesk for more information.
  13. In the Issue payments to me electronically. checkbox, check the checkbox if the claims adjuster receives electronic payments.
  14. In the Financial Account dropdown list, select the account to which payments should be deposited. If the only option is –No Payment Method Selected!–, you will first need to add a payment method to the contact. See Payments.
  15. In the Vendor Number box, type the vendor number of the claims adjuster if applicable.
  16. When finished entering information, select Save. A Save Completed pop-up window will open. If you select Cancel, BriteCore won’t save the entered information.