First, the exercise
Take a claim from intake to filed in each option, and do it twice, once with each of these:
Claim A, clean
Everything is there and correct. Your job is just to confirm it and file.
Claim B, messy
Missing units and an unsigned reading report. You have to catch and fix it before it can go out.
Watch whether your answer changes between the clean claim and the messy one. That difference is exactly what we are trying to learn.
For comparison: how you work today
Classic
Your current screen, modernized. It is here only as a reference point, so you can weigh the options below against what you use now.
The options
Three ways to work the same claim. They differ mainly in how much sits on screen at once. There is no right answer, we want to know which suits you.
Guided
One step at a time: Pull, Verify, Code, Review, File. Nothing extra in view.
5 steps to file Work a claim hereFamiliar
One scrolling page, closest to the layout you know today, all in one place.
1 screen to file Work a claim hereSmart Cockpit
Everything on one page with a status rail down the side. Nothing hidden.
1 screen to file Work a claim here"Steps to file" means the separate screens you move through to take one claim from intake to filed.