Search for an existing contact

The Add <Party> dialog box is the standard dialog box that will open when you select to add a party at any point in the claim system. The dialog box has two views:

  • Search for an existing contact
  • Add new contact as a party

The claims system supports logic that will default to one of these views depending on where the dialog box is launched from. For example, when you select to add a pedestrian, the Add Pedestrian dialog box will default to the Add new contact as a party view. This default is based on the assumption that it’s unlikely for a pedestrian to be involved with more than one claim in your system. When you select to add a medical professional, the Add Medical Professional dialog box will default to the Search for an existing contact view. This is based on the assumption that it’s more likely for a medical provider to be associated with more than one claim in the system.

Note: If the default view isn’t the view you need to access, you can select the Add new contact as a party or Search for an existing contact buttons to be directed to the correct view of the dialog box.

After selecting the button to add a party, you can choose to search for an existing contact or choose to add a new contact as a party.

To search for an existing contact, ensure the Search for an existing contact view is displayed, and:

  1. In the Search for an Existing Contact box, type the full or partial name of the contact. You can also search by SSN or TIN.

    Note: When searching by SSN or TIN, enclose the number in quotation marks to return the one result that matches the number.

  2. Press Enter/Return on your keyboard or select the magnifying glass to search.
    Figure 1: Generated search results after searching for an existing contact.
  3. In the generated search results, locate the correct contact and select the radio button next to the contact.
  4. Scroll to the bottom of the dialog box and select Save.

The contact will be added as a party and will appear in the Involved and Associated Parties section or the Vendors / Other section.