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Insurance
Edit a Claim Participant

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Edit a Claim Participant

Modify the details of the claim participants such as the associated contact, account, and insurance policy participant, and the selected roles.

Required Editions

  1. From the App Launcher, find and select Claims.
  2. Select a claim from the list view.
  3. Navigate to the Participants tab.
  4. Click the dropdown menu of the participant that you want to edit, and then select Edit.
  5. Make the necessary changes to the participant's details. However, the Claim and Claim Instance Identifier fields aren't editable.
  6. Save your changes.
 
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