Setting Up Handling Codes

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

  1. From the drop-down menu at the top of the page, select Handling Codes.
  2. From the Claim Document lines will use: drop-down menu, choose a sort order.

    Note:  Choose Claim Codes with Detail to display subtotals with line item detail.

  3. Create Handling Codes.

    For each group you need, add a Handling Code:

    1. Choose Add New Line.
    2. Enter the Handling Code and Description.
  4. Choose Save Changes.

    A Status page confirms the Claim Codes have been saved.