Assigning Claims
If you intend to have multiple users on the Kinetik platform from your company, you can assign one or more people to a claim. Once assigned, a user’s assigned claims can be filtered on the bottom of the Billing Dashboard.
From the Claim Search View
Navigate to any of the views that allow you to see a list of claims. Refer to the Searching Claims article for more information.
Scroll all the way to the right hand side of the claim you’d like to assign, and click the ellipses
Select Assign from that list
When the pop up menu appears, type in the user, or users you’d like to assign the claim to and hit Update
Assigning Multiple Claims
In the Claim Search view, click the checkbox on the left hand side of the list to select a claim, or number of claims
Click the Select Action dropdown menu and pick Assign from the list
When the pop up menu appears, type in the user, or users you’d like to assign the claim to and hit Update
From the Individual Claim View
In the Claim Search view, select any claim to navigate to a window with that claim’s details, called the Claim View
On the Claim View, click Select Action, then pick Assign from that menu
When the pop up menu appears, type in the user, or users you’d like to assign the claim to and hit Update
Still need help? Send us an email at support@kinetik.care, start a live chat on the platform, or call us at 631-593-2594 ext. 1. We're available from 9a-6p Eastern Standard Time.