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Or, if you have any questions, contact Robert Garrett.

Riskonnect University Agenda:
ClearSight Claims Administration Basics

  • General Claims Information
  • The Claims Home Page
  • Claims Basics
  • Tasks, Notes and Attachments
  • Email and Print Claims
  • Close, Reopen & Convert Claims

Program Learning Objectives
Upon completing this course you will be able to:

  • Work with the My Tasks and My Claims tabs
  • Create, edit and view claims
  • Reassign claims
  • Add Tasks, Notes, Attachments and Contacts
  • Shows financial and count information for claims
  • Reopen a claim or convert a claim to an incident

Program Description
This 2-hour course covers the basics of using the Claims Administration app, including how to view and work tasks, claims and approvals, create a claim, and convert a claim to incident.

Program Level: Basic
Program Prerequisites: Must be a ClearSight client
Advanced Preparation: None
Course Format: Group Live
CPE Credit: 1.5
Field of Study: Information Technology

Location: Online
Course Length: 2 hour session
For more information regarding administrative policies such as complaint and refund, please contact our offices at 770-790-4400.

Riskonnect is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: