# Creating A Case

### Creating a New Case

The following fields are required to create a case:

* Case Status
* Claimant Identity
  * Case Title
  * Claimant First Name
  * Claimant Last Name
  * Date Of Loss (mm/dd/yyyy)
* Contact Information
  * Email
  * Phone Number
  * Address
  * City, State, Zip Code
* Insurance Information
  * Client Health Insurance
  * 3rd Party Insurance Company
  * UM/UIM Insurance Company
  * Statute of Limitation (mm/dd/yyyy)

#### Case Status

<figure><img src="https://450308035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXaZK6J3zMacJh3bKF3uy%2Fuploads%2FOveRzs3mypBNXTvB7Ibp%2FScreenshot%202024-07-30%20at%202.34.21%E2%80%AFPM.png?alt=media&#x26;token=ca187865-d4d1-48a1-a9a4-edb8934aa14d" alt=""><figcaption><p>Track the status of an existing case using the progress bar located at the top of your case file</p></figcaption></figure>

#### Claimant Identity

<figure><img src="https://450308035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXaZK6J3zMacJh3bKF3uy%2Fuploads%2FoWxvwvuL4SmAg5dGtNIc%2FScreenshot%202024-07-30%20at%202.40.55%E2%80%AFPM.png?alt=media&#x26;token=60cbec61-0485-4a55-af47-0856e1c9a0f3" alt=""><figcaption><p>Provide a Case Title, Claimant First Name, Claimant Last Name, Date Of Loss (mm/dd/yyyy)</p></figcaption></figure>

#### Contact Information

<figure><img src="https://450308035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXaZK6J3zMacJh3bKF3uy%2Fuploads%2FlUmAcX1LPkcSeH2je61l%2FScreenshot%202024-07-30%20at%202.43.46%E2%80%AFPM.png?alt=media&#x26;token=1eb4d359-c0b9-476b-9841-72df6e080903" alt=""><figcaption><p>Provide the claimant's Email, Phone Number, Address including City, State, Zip Code</p></figcaption></figure>

#### Insurance Information

<figure><img src="https://450308035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXaZK6J3zMacJh3bKF3uy%2Fuploads%2FvAdcVcV6PFvhUT2x14lh%2FScreenshot%202024-07-30%20at%202.45.17%E2%80%AFPM.png?alt=media&#x26;token=63553646-7256-4845-bfbc-af20882f0976" alt=""><figcaption><p>Provide the Client Health Insurance, 3rd Party Insurance Company, UM/UIM Insurance Company, and <br>the Statute of Limitation (mm/dd/yyyy)</p></figcaption></figure>

### Create

Click "Create" at the bottom right corner to create your new case

<figure><img src="https://450308035-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXaZK6J3zMacJh3bKF3uy%2Fuploads%2FC5jIjiwh1oNddOYEGa3l%2FScreenshot%202024-07-30%20at%202.47.04%E2%80%AFPM.png?alt=media&#x26;token=a019a000-1e9d-4d8b-9028-b82a409fd162" alt=""><figcaption></figcaption></figure>
