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1. Click the +Case button in the Cases list to create a claim case.
2. Select the employer account for the incident.
3. Select the Incident Management service (Rate Schedule should pre-populate if it is billable).
4. Leave State Claim # blank.
If you learn the State Claim number before the claim is available and you need to track it in Gardiant, you can add a prefix to the claim number (e.g., INC-BB76845) and enter it into the State Claim # field or the Client Claim # field.
5. Fill in required fields (Referral Date, Claimant First Name, Claimant Last Name) and check that the Lead Claims Consultant is assigned correctly, then click Save.