Locations

This is where you will Add, View and Edit your locations.

• Add Locations
  • Click on Locations in the side navigation bar.
  • Click Add Locations.
  • From the popup box, select how you would like to add your locations.
    • Import from CMS
    • This feature is currently under development. In the near future, you will be able to import your locations directly from you IA Firm’s Claims Management System.
  • Import from spreadsheet (.xls or .xlsx)
    • Claims Scheduler can import your locations from any Excel spreadsheet.
    • Click on Import Spreadsheet and then click on Submit.
    • Click on Choose File and then select the file from your computer.
    • Click on Submit.
    • Your locations will be displayed in columns.
    • From the dropdown list at the top of each column, select the title for the information in that column.

Example:  If the first column contains the customer’s First Name, click on the dropdown box and select First Name.

• Do this for all of the columns.

NOTE:  If you select the wrong title for a column, you will need to click on the red Reset button and start over.
NOTE:  Only the data titles in the dropdown box are needed for Claims Scheduler. If your spreadsheet included any other data not listed in the dropdown list, DO NOT assign a title to that column.  Leave it set to its default (-select-).

• Once all columns have been ‘mapped’, click on Save.
• All location info will be saved to Claims Scheduler. Locations will be displayed on the Scheduling Map. 
• Add Single Location/Customer
  • Click on Add single location/customer
  • Complete the form and click on Save.
  • The location will now be added to Claims Scheduler and appear on the map.