Add Reference Grouping to a Claimant

To add a reference grouping to a claimant, select the Add button above the Reference Grouping section from the claimant’s Demographic and Case Detail page.

To add a reference grouping:

Select the lookup arrow to the right of the Reference Grouping field (required).

The Claimant Reference Grouping dialog opens.

Select the reference grouping from the list box and select OK to exit the dialog.

The selected reference grouping now appears in the Reference Grouping field.

Enter the start date for the provider to be associated with the claimant in the Start Date field (required).
Enter the end date, if applicable, into the End Date field.
Enter additional information into the Comment field (required).
Select OK to return to the Demographic and Case Detail page.

The added reference grouping now appears in the Reference Grouping list.

Add Reference Grouping to a Claimant

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