Related article: [Video] Creating Claim and Non-Claim Cases in Gardiant Works (minute 01:29)
In order to create a new claim case in Gardiant Works, go to the Cases tab, click on the +Case button, and choose to create a claim case:
If the case pertains to an insurance claim, select Claim from the drop-down menu. (If you are not sure what type of case to create, please see [Notes] Claim vs. Non-claim Case.)
Each case is associated with a customer account, service, and rate schedule.
Once you select the option to create a claim case, the following pop-up window will appear. All areas highlighted in orange are required fields that you must complete; select a customer account, then one of the services that is already associated with that customer account, then one of the rate schedules that is already associated with the service.
Note: If there is only one service for the customer or one rate schedule available for the service, that service or rate schedule is automatically populated.
When you create a claim case for a different service, but with the same claim number, you will see the following pop-up window:
