ClaimWizard Mastery Program Workshop
June 19-20, 2025 | San Antonio, TX
Transform Your ClaimWizard Expertise in Just 48 Hours
Why This Workshop Is Different…
For two intensive days, you’ll work directly with ClaimWizard experts at our headquarters, mastering techniques that typically take months to learn on your own.
This is your ONLY opportunity in 2025 to get certified in person with hands-on guidance.
The Ultimate ClaimWizard Certification
- Two full days of immersive, hands-on training ($1,200 value)
- Complete CMP/P certification package (test, first year certification, and TheClaim.club membership — $299 value)
- All meals included: Breakfast, lunch, and refreshments
- Direct access to ClaimWizard power users (priceless opportunity)
Total Value: $1,499 — Your Investment: ONLY $449
Thursday, June 19, 2025
9:00am – 9:45am: Introduction to ClaimWizard
9:45am – 10:45am: The Lifecycle of a Claim
Comprehensive walkthrough of a claim’s journey from initial filing to resolution, highlighting key milestones, documentation requirements, and best practices at each stage.
10:45am – 11:00am: Strategic Partner Introduction
Strategic Partner Introduction
11:00am – 11:15am: Break
A short break for refreshments and informal discussions.
11:15am – 11:30am: Setting Up User Accounts
Instructions on setting up your user accounts to fit specific needs and uses for Workflow Action Items.
11:30am – 12:00pm: Document Templating
Master ClaimWizard’s powerful templating system to create, customize, and deploy standardized documents that ensure consistency and efficiency in claim processing.
Noon – 1pm: Lunch
Catered at location.
1:00pm – 1:45pm: Data Entry and Management
Details on how to efficiently enter data and manage records.
1:45pm – 2:00pm: Claim Management
Managing claims from initiation to resolution, tracking statuses, and deadlines.
2:00pm – 2:15pm: Break
A moment to stretch and take a breather before continuing.
2:15pm – 4:30pm: Automating Tasks & Reporting and Analytics
How to automate repetitive tasks and use reporting and analytics for decision-making.
4:30pm – 5:00pm: CMP/P Certification Overview
An introduction to the ClaimWizard Professional Certification program, covering requirements, benefits, and preparation for Friday’s certification test.
Friday, June 20, 2025
9:00am – 9:45am: Advanced Search and Filtering
Master ClaimWizard’s powerful search capabilities to quickly locate specific claims, documents, and data points using complex filters, saved searches, and custom parameters for maximum efficiency.
9:45am – 10:00am: Break
A pause for refreshments and casual conversations.
10:00am – 11:00am: Personal Action Planning
A structured closing session where participants develop individualized implementation strategies, identifying specific ClaimWizard features to adopt, workflows to improve, and measurable goals to track progress after returning to their office.
11:00am – Noon: Advanced Features & Finances
Exploring advanced features including demands/offers and financial disbursements.
Noon – 1pm: Lunch
Catered at location.
1:00pm – 2:00pm: Best Practices Roundtable
An interactive discussion forum where participants share proven ClaimWizard workflows, time-saving techniques, and practical solutions to common challenges encountered in daily claim management.
2:00pm – 2:15pm: Break
Time for a quick rest and networking opportunity.
2:15pm – 3:00pm: Reporting and Analytics
Learn how to leverage ClaimWizard’s reporting tools to track claim performance, analyze trends, and generate actionable insights for better decision-making.
3:15pm – 4:00pm: CMP/P Certification Test
A comprehensive assessment evaluating participants’ proficiency with ClaimWizard’s core functionality, marking the completion of the Professional Certification track.
Limited Capacity Event
We strictly limit attendance to ensure:
– Personalized attention from our expert trainers –
– Guaranteed hands-on practice time (not just watching demonstrations) –
– Direct answers to YOUR specific challenges –
Once we reach capacity, registration CLOSES PERMANENTLY — no exceptions.