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Create claim intake items from uploaded claim files

Create claim intake items from uploaded claim files

Your claim document uploads sit untracked in the shared folder, stalling intake and manual naming. The workflow creates structured intake items so claims coordinators can start processing same day.

Create claim intake items from uploaded claim files

Overview

When claim files collect in a shared folder, intake stalls and coordinators spend time renaming and searching for documents. This flow converts each upload into a structured intake item so claims staff gain immediate visibility and can begin same‑day triage.

Create claim intake items from uploaded claim files