How do I start a new session?

  1. Once logged in, click the Start a New Session link at the top of the window.
  2. Step 1: Session Overview - Choose the appropriate fields as requested.

***The Session Name should be something that you and other parties involved can identify easily.***

  1. Click Save and Proceed to the Next Step.
  2. Step 2: Claim Overview - Fill in the claim information and click Save and Proceed to the Next Step.
  3. Step 3: Policy Coverage – Add a policy coverage item by clicking on the + above the Coverage Type column.
  4. After each coverage item added, click Save Item in the Edit column. When complete, click Save and Proceed to the Next Step.
  5. Step 4: Prior Payments – Add a payment item by clicking on the + under the Coverage Item column.
  6. Click Save and Finish.  Your new session will now show up under My Sessions.