Setting Up Claims Codes

To set up a claim code from the Setup Claim Codes page:

  1. From the menu at the top of the page, select Claim Codes.
  2. From the Claim Document lines will use: drop-down menu, select an option:
    • Item: Work Breakdown (WB) lines will sort by the item number in the claim
    • Claim Codes: Documents display claim code subtotals without line item detail.

      A subtotal line for each claim code will show the whole amount for all lines with that claim code.

    • Claim Codes with Detail:
      • WB breakout codes appear in claim code order.
      • WB item codes follow the WB breakout.
      • The specified WB lines are grouped under one claim code and each group is subtotaled.
  3. Create Claim Codes.

    For each group you need, add a Claim Code.

    1. Choose Add New Line.
    2. Enter the Claim Code and Description.

      Create unique codes. Do not create two lines that have the same 01 or A code.

  4. Select Save Changes.

    A Status page confirms you saved the claim codes.