Configuring Task Frequencies

Setting the servicing task frequencies can be done in a few places. Firstly, there is the ClariNet LS default of "Every 3 Months". If the frequency hasn't been set anywhere else, this is the value that will be used.

Next, in the Admin menu on the Servicing Settings page. These settings, known as the “Subscriber Servicing Settings”, will become the default for all cases/insureds with no other settings. If you have a policy that should be used for all servicing tasks, regardless of case/portfolio, configuring it here will save you a lot of time.

Next, in the Servicing Settings of a portfolio, known as the “Portfolio Servicing Settings”. These are accessed via the settings cog icon on the portfolio list page. These settings will override the settings in the admin page.

One thing to note on these settings is that you can configure them to ignore any settings defined on the insureds themselves:

The final place, as you have been using, is the settings cog on the insured servicing tab on the case page - known as "Insured Servicing Settings". Note that the settings you specify here will not be used if the "Ignore Insured Servicing Settings" checkbox is ticked on the Portfolio Servicing Settings.